Thanks for the insightful words that kicked off another #Connect2Peers, Michael Durbin! We hope that all our attendees are enjoying the rest of today's inspiring sessions!
It is such a pleasure spending time with our financial professionals and discussing growth opportunities at #Connect2Peers. #Cetera financial professionals, you are at the center of everything we do. We’re here for your growth. We’re excited to explore the many ways we can continue to support your success!
Perhaps one of the most crucial elements you’ll need to be armed with during a meeting with a #potentialinvestor is your financial/funding information. Be prepared to show #financialprojections and detail key drivers/assumptions meant to drive your business. Come armed with historical and projected revenues by product as well as by customer. Be sure to know your funding history and include a cap table with your package. Find out how you can be better prepared for potential #investormeetings: https://buff.ly/4cm4IBs #impactinvesting #edtech #workforcetech #founderadvice #startupadvice
If your IT provider’s reporting strategy isn’t the most robust (or existent), reach out to set up a meeting! With us in your corner, you’ll be kept completely in the loop and know exactly where your money is going. #TransparentTech #KnowYourIT #FullDisclosure #ITInsights #InvestWise #StayInTheLoop #TechTransparency #SmartITInvesting #InformedTechChoices
Marketing Executive in Financial Services | LGBTQ+ | Published in Financial Planning | 🐶 Mom | Mets & Jets Fan
🕸️Joe Moss📈 and I are at it again. Register right this second for our LinkedIn makeover webinar on 3/5 from 2pm to 3pm EST. Your LinkedIn profile is your intro to prospects and centers of influence. Financial advisors and #fintech pros, prioritize your brand and learn why profile optimization is so important. Go to the Featured section in my profile to sign up.
💻📱Clever technology and cyber security solutions for growing Melbourne businesses📱💻Director Synapse IT Consultants
If your IT provider’s reporting strategy isn’t the most robust (or existent), reach out to set up a meeting! With us in your corner, you’ll be kept completely in the loop and know exactly where your money is going. #TransparentTech #KnowYourIT #FullDisclosure #ITInsights #InvestWise #StayInTheLoop #TechTransparency #SmartITInvesting #InformedTechChoices
📢FusionIQ & interVal partner to boost financial advisors' growth! The partnership will leverage FusionIQ's & interVal's expertise to allow financial advisors to scale their operations efficiently for profitable organic growth. Learn more 👉🏼https://lnkd.in/d9Hv-BAs #fintech #finServe
🚀 Find out how Wealthbox fueled 100x business growth for Eric J. Negron, CEPA® ♟️ and Forefront Advisor Network! Watch the video 👉 https://lnkd.in/dzQgVsNM
Dimensions of trust. I picked this up when I was working in #fintech and did a deep dive on trust. But these days Ron Carson’s perspective on financial advisors is also my vision of what a brand-led business transformation would be like. Utopian, in the era of efficiency and digital transformation, I know. And especially so when you look around and realise that most brands fail at the second dimension - “are you truly always going to put my interests ahead of your own?” After all, from a quarterly earnings pov, there are no incentives to do that. P.S. This can be applied to any relationship that involves trust. For instance, organisation and employees. #brand #mentalmodel #framework #trust #relationships
🎥 Missed out on the webinar? You can now watch it on demand! Whether you couldn’t join us live or want to revisit the key takeaways - this is your chance. Watch the webinar here 🔗 https://lnkd.in/e3MWUMYH The speakers, Karine M. and Jinesh Vohra, shared plenty on how to pick an award-winning #embeddedfinance partner and how to build successful #businessrelationships. #edenredpaymentsolutions #fintechinsights #fintechinnovation #fintech #webinar #businessrelationships SpriveApp
LinkedIn asking me daily what you want to talk about 😅 Whenever i am typing Here... So this is What I want to Talk about Day : 5/349 Professional insights lets help each other to understand everything in a better way. #fintech #accastudents #professionaldevelopment #insights #hiringtips
💼 When you partner with BOLD, you gain more than just advanced payment solutions; you gain complete control over your portfolio. Owning your portfolio means you have the flexibility to borrow against it or sell it whenever you need to—empowering you with the financial autonomy to grow your business on your terms. 📈 At BOLD, we put the power directly in your hands. Click here to learn about how to become a partner: https://lnkd.in/eMpYKi7b #BOLDPartners #InnovateWithBOLD #FinancialFreedom #TechPartners
