Definiti LLC’s Post

Finances are complex! And for early stage founders, getting the financial fundamentals right is crucial. The recent expert session with Luke Gensler from LUNA helped our founders cut through the clutter and all the noise that generally comes with jargon heavy financial modelling. The session was also setup to answer some of the very common questions that come up in early stage discussions about the need for a financial model (early on in the business), common pitfalls to avoid while building a model and how do you start creating one from scratch. Thanks Luke, for speaking to our founders and answering their questions after! #financialmodelling #expertsession #pressplayventures

#QuestionForGroup What was the most impactful Financial Fundamentals lesson in your career? What was it, and how did it come about? Join the conversation! We’d love to hear about your experiences and lessons learned regarding financial fundamentals in your business journey. Share your stories and insights with us, and let's learn from each other's successes and challenges. #FinancialFundamentals #BusinessLearning #ShareYourStory #CGSCommunityhttps://lnkd.in/gEusgpvm

A tailored financial plan can help you achieve the unique future you have in mind. https://ow.ly/3CeU30sytLB

Life at Fluentech: A Financial Session with Cliff Associates Our team had the privilege of learning from Mr Rahul Grover about the significance of investments in modern times. He highlighted how small monthly investments can create a robust financial safety net. Consistency is key to building a reliable financial backup! 💸 #Investsmartly #Secureyourfuture #ProfessionalDevelopment #FinancialLiteracy #InvestingTips

Being a light! Who you associate with makes a difference. Iron sharpens iron, show me your friends and I'll show you your future, you are what you eat. There are so many words of wisdom that emphasize the importance of being in the right alignment to be your best! 1847Financial can help you sharpen your practice as well as your impact. Check out how we can help you achieve your dreams and aspirations.

When I receive messages like these from my SimpMe mentees, it lets me know that we are building something special. Financial literacy becomes less daunting when you take that first step. At SimpMe, our goal is to help as many people as possible achieve financial freedom through our platform. The future is bright! If you want to learn more about our mentorship program check out www.simpme.com! Making Complex Simple - Dominic Viadero, CPA & Tom Hoff

Over many years as a practice owner, financial advisor, and industry association office bearer, Jeff Thurecht has had a birdseye view of the evolving advice landscape, and has been at the forefront of shaping the profession for the future. In this visit to the Ensombl archives, Jeff shares his thoughts on the future of advice in the face of ongoing reforms and the AI tsunami. #financialplanning #financialadvisors

In Ep 143 of Kitces & Carl, we chat about a topic which was an an inquiry from an advisor, about the process of acquiring a portion of an existing older financial advicer. The process of transitioning clients from a legacy advisor to a next-gen advisor is often challenging, especially when there is an obvious 'personality flavor difference'. Thus in this episode, we explore the ways that next-gen advisors can navigate transitioning clients who may be accustomed to a more quantitative approach to financial planning, the 3 dimensions that the legacy and next-gen advisors should have alignment in order to increase the odds of a smooth transition, and the importance for advisors to ensure that they have some flexibility if not all of the transitioning clients turn out to be good fits. https://bit.ly/3Ltuckg

Exciting news! 🌟 Introducing the first in a series of short videos shedding light on current topics in the Financial Services landscape. Stay tuned for valuable insights and updates! Reach out directly for more information or to suggest topics you'd like us to cover. Let's keep the conversation going! 💬 #FinancialServices #IndustryInsights #DORA