CITEC’s Post

Attention Financial Advisors ♨️. We are proud to sponsor Wealth Management EDGE 2024! which will have over 2000 attendees and over 1000 financial advisors get together over 4 day period. I will bring industry’s key players and experts, enabling your next wave of growth whilst helping you meet the demands of your clients. It’s not too late to join the 2,000 attendees, including 1,000 advisors! Save your place now to avoid missing out As a sponsor, we can give free passes to financial advisors who want to attend this event. I would like to extend this offer to my LinkedIn community. Just send me a message on LinkedIn if you are interested in attending and need this free pass (don't wait - we do have limited passes) #WMEDGE #wealthmanagement #investment #wealthtech #financialadvisors

Attention Financial Advisors ♨️. We are proud to sponsor Wealth Management EDGE 2024! which will have over 2000 attendees and over 1000 financial advisors get together over 4 day period. I will bring industry’s key players and experts, enabling your next wave of growth whilst helping you meet the demands of your clients. It’s not too late to join the 2,000 attendees, including 1,000 advisors! Save your place now to avoid missing out As a sponsor, we can give free passes to financial advisors who want to attend this event. I would like to extend this offer to my LinkedIn community. Just send me a message on LinkedIn if you are interested in attending and need this free pass (don't wait - we do have limited passes) #WMEDGE #wealthmanagement #investment #wealthtech #financialadvisors

Attention Financial Advisors ♨️. We are proud to sponsor Wealth Management EDGE 2024! which will have over 2000 attendees and over 1000 financial advisors get together over 4 day period. I will bring industry’s key players and experts, enabling your next wave of growth whilst helping you meet the demands of your clients. It’s not too late to join the 2,000 attendees, including 1,000 advisors! Save your place now to avoid missing out As a sponsor, we can give free passes to financial advisors who want to attend this event. I would like to extend this offer to my LinkedIn community. Just send me a message on LinkedIn if you are interested in attending and need this free pass (don't wait - we do have limited passes) #WMEDGE #wealthmanagement #investment #wealthtech #financialadvisors

Attention Financial Advisors ♨️. We are proud to sponsor Wealth Management EDGE 2024! which will have over 2000 attendees and over 1000 financial advisors get together over 4 day period. I will bring industry’s key players and experts, enabling your next wave of growth whilst helping you meet the demands of your clients. It’s not too late to join the 2,000 attendees, including 1,000 advisors! Save your place now to avoid missing out As a sponsor, we can give free passes to financial advisors who want to attend this event. I would like to extend this offer to my LinkedIn community. Just send me a message on LinkedIn if you are interested in attending and need this free pass (don't wait - we do have limited passes) #WMEDGE #wealthmanagement #investment #wealthtech #financialadvisors

𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐡𝐨𝐰 𝐚 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐩𝐫𝐞𝐬𝐞𝐧𝐜𝐞 𝐢𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞𝐬 𝟐𝟎% 𝐨𝐟 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐭𝐨 𝐬𝐰𝐢𝐭𝐜𝐡 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐬. Elevate your wealth management skills with our cutting-edge webinar. This is an essential opportunity for wealth managers seeking to enhance their practice using the latest digital strategies and tools. https://lnkd.in/gjFSS-mH #wealthmanagement #financialadvisors #digitaledge #highnetworth #CEGWorldwide

Ever wonder what happens when we switch from a scarcity mindset to one of 𝗮𝗯𝘂𝗻𝗱𝗮𝗻𝗰𝗲 in wealth management? Our CEO and co-founder, Reed Colley, tackles this topic in his latest VettaFi Advisor Perspectives article discussing how an abundance mindset can open up amazing possibilities in the industry. Learn how modern advisors can connect on a deeper level with clients, moving beyond numbers to really elevate what matters most to them. Dive into the full article for a fresh take on financial planning and see how Summit is leading this exciting transformation: https://bit.ly/44vvtjC #Summit #WealthManagement #FinancialPlanning #FinTech

𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐡𝐨𝐰 𝐚 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐩𝐫𝐞𝐬𝐞𝐧𝐜𝐞 𝐢𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞𝐬 𝟐𝟎% 𝐨𝐟 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐭𝐨 𝐬𝐰𝐢𝐭𝐜𝐡 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐬. Elevate your wealth management skills with our cutting-edge webinar. This is an essential opportunity for wealth managers seeking to enhance their practice using the latest digital strategies and tools. https://lnkd.in/gsryBxKH #wealthmanagement #financialadvisors #digitaledge #highnetworth #CEGWorldwide

𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐡𝐨𝐰 𝐚 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐩𝐫𝐞𝐬𝐞𝐧𝐜𝐞 𝐢𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞𝐬 𝟐𝟎% 𝐨𝐟 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐭𝐨 𝐬𝐰𝐢𝐭𝐜𝐡 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐬. Elevate your wealth management skills with our cutting-edge webinar. This is an essential opportunity for wealth managers seeking to enhance their practice using the latest digital strategies and tools. https://lnkd.in/gsryBxKH #wealthmanagement #financialadvisors #digitaledge #highnetworth #CEGWorldwide

As we wrap up the first month of 2025, it’s the perfect time to focus on the foundation of your financial strategy: asset allocation. 🧩 But what is asset allocation, and why does it matter? It’s the process of dividing your investments among different categories—like stocks, bonds, and cash—to balance potential risks and rewards. The goal? To align your portfolio with your financial objectives while staying prepared for market ups and downs. At CGN Advisors, we specialize in crafting personalized asset allocation strategies designed to support your unique goals. No cookie-cutter solutions here—just thoughtful diversification and a focus on resilience. Ready to get started? 💬 #AssetAllocation #FinancialPlanning #InvestSmart

Tomorrow at 10 AM ET, we’re hosting our latest InFocus webinar, featuring the launch of our Private Capital Benchmarks Report! 🚀 We’ll unpack insights from $11.75T in private capital fund data, covering key trends, expert analysis, and what’s shaping private capital markets today. It’s a must-watch if you’re navigating private equity, private debt, or broader capital markets. http://ms.spr.ly/6044URWxo #Investing #PrivateCapital #Finance #CapitalMarkets #PrivateEquity