David Pulcini Jr, RICP®, CFP®’s Post

Grateful for the independent financial planners at Integrated Financial Group | The Brain Trust who shine the brightest on days like today. The value of true financial planning is so important and prepares clients for volatile times. Also, this is when the full strength of our Brain Trust, sharing and iron sharpens iron, is revealed. #FinancialPlanning #BrainTrust #IntegratedFinancialGroup

Ever wondered how focusing on a niche could revolutionize your financial advisory game? Join our CE-credited webinar to discover the strategic roadmap for thriving in your perfect niche. Learn to: 🔺Identify and develop your niche. 🔺Stand out in today's competitive landscape. 🔺Excel as a top-tier advisor. Watch here: https://hubs.li/Q02jxHX-0

Learn how to add behavioral assessments to your financial planning practice in our upcoming demo session on May 20th. Register here. https://hubs.li/Q02w3fBP0

🪄 Experience the power of Emotional Intelligence (EI) in establishing deeper connections between financial planners and clients. 👇🏽 Join us for this webinar on exploring the relationship between emotional intelligence and comprehensive financial planning, supported by research and insights from eMoney. Chris Mauriello | Sasha Grabenstetter, AFC®, BFA™ #eMoneyAdvisor #financialplanning #webinar #emotionalintelligence

Now, you can watch this on-demand webinar anytime to learn about the relationship between emotional intelligence and comprehensive financial planning, supported by research and insights from eMoney. 👇🏽 Click the link here to watch the entire webinar. https://lnkd.in/gsBwv-vp Chris Mauriello | Sasha Grabenstetter, AFC®, BFA™ #financialplanning #emotionalintelligence #financialplanningsoftware

💡 Remember to join us tomorrow at 2:00 p.m. ET for this webinar to learn the relationship between emotional intelligence and comprehensive financial planning, supported by research and insights from eMoney. 👇🏽 RSVP for your free spot here. Chris Mauriello | Sasha Grabenstetter, AFC®, BFA™ #financialplanning #fintech #eMoneyAdvisor

#protection #financialresilience Would your financial planning firm like to improve the conversations you have with your clients around financial protection and financial resilience when building long term financial plans? We are hosting 4 webinars offering tips, techniques and case studies to help enthuse you and your advisor team in engaging more effectively with your clients. Matthew Chapman is a leading specialist in collaborating with financial planning teams to develop and improve their advice proposition and these webinars are not to be missed. (link to the webinars is in the comments section) Check out Matt's introduction video below. https://lnkd.in/esTPE4Xp

Protecting your loved ones & your income are vital parts of proper financial planning, if your a Indpendent Professional Advisor & want to learn more why not join us Zurich Insurance with Matthew Chapman for our series of Protection Webinars - check out Matt’s introductory video 👇👇👇👇👇Ronan O'Neill Michael Vesey Xanthe Scheenjes #protection #financialresilience

Insightful Friday with Walcy: 🔍 📈 Maximizing Financial Stability & Growth 🚀 Master the essentials of financial management with our latest insights! From understanding burn and churn rates to strategic funds allocation, we've got you covered. Follow the slides to unlock key tips for sustainable growth and profitability. #FinancialManagement #BusinessGrowth #InvestmentStrategy 📊💼

Did you know that August 14 is National Financial Awareness Day? To honor smart savings, here are some tips for smart financial management.