Diana Cabrices’ Post

At Catalyst Financial, you have access to experienced professionals who take a personalized approach to help you grow your practice your way. Schedule an appointment with one our advisors today! #sparkchange #catalystfinancial #financialplanning #yourfuture

Capability-Driven Financial Solutions: "Delivering capability, not just people" – a philosophy at the core of Coltech Global. Elevate your financial organisation with capabilities that drive success. Let's redefine financial excellence together! #financialcapability

Going independent doesn't have to be lonely. Collaborate and thrive with Evolution Financial Advisors. Let's do this together: https://bit.ly/3OLXT14 #FinancialAdvisor #BusinessOwner #IndependentFinancialProfessionals

At EmVision, we believe that strong client relationships are the foundation for financial success. By really getting to know clients like Jean, we can guide them confidently toward achieving their financial goals. Let's build a partnership that works for you! Read more about our client success stories here: https://hubs.li/Q02PjHGc0. 🌟#RelationshipFocused #WealthPlanning

Attn: Experienced Financial Professionals As we round third and head into the final quarter of 2024, racing to close out the year, reflecting, and planning for the new year, how did this year treat you? Did your business grow the way you were hoping? Did the "partner" you are aligned with deliver on the support and resources they said they would? Do you have the support and infrastructure needed to accelerate the growth of your practice and achieve your goals? To take the best care possible of your clients? If you have any hesitation in your responses to these questions (or others), I'd like to invite to you to see what the buzz around Equitable Advisors' is all about; An opportunity to "have your cake and eat it too." Our Supported Independence model brings together the best of all worlds - Ownership, Independence, Benefits, Fully Integrated Technology and World Class Support at numerous levels to support YOU! We are hosting our last Due Diligence Meeting of 2024 in November - A great opportunity to dive deep into the world of Equitable Advisors', what sets our Value Proposition apart from others, interact with members of Senior Management, and so much more. Space is limited so please feel free to reach out to me directly at Joshua.Smith@Equitable.com or 813.466.3132 #wealthmanagement #financialplanning #equitableadvisors #supportedindependence

It’s always great to hear from our clients and we love receiving feedback from them. Check out this testimonial from one of our Global Financial Services clients. #BilgeAdamTechnologies #BilgeAdamTech #Testimonial #ClientTestimonial #Feedback #ClientFeedback #Review #ClientReview #CustomnerExperience #HappyCustomer #ThankYou

After 20+ years in the industry, Craig finally feels like he's tuned into the right channel with Elite Resource Team. If you're sick of all the static & ready to tune in to your business's potential, you'll want to learn more about our Financial Advisor Training program, Catalyst. Visit https://lnkd.in/e3tcBhE4 to schedule your complimentary strategy session today! #EliteResourceTeam #ERT #MaximizeYourPotential #EliteCatalyst #JoinTheWave #FinancialAdvisorTraining #CPAPartnership #TeamBasedModel

⚖️ Collaborating with a financial advisor simplifies achieving your goals. Start today for a brighter future! 🌟 #ReachYourGoals #AdvisorSupport #AldermanFinancialGroup #FinancialPlanning #HuntCounty #CommerceTx #GreenvilleTx

RISR Secures $1.5M to Enhance Financial Advisor Engagement Learn more & get our take 👇 https://lnkd.in/gA7pavs8 "We believe deeply in the work that advisors do, which often blends tactics with the art of understanding a business owner’s hopes, dreams and desires. At RISR, we are hyper-focused on helping advisors better serve business owners. Sixty-five percent of them don’t have an advisor, and that doesn’t sit right with us. We designed our platform to change that." — Jason Early, Founder and CEO at RISR "RISR has assembled an exceptional team to address a pressing need. Amid a significant decline in the number of publicly listed companies, attention has been shifting to the private market, and the owners of those companies desperately need sound advice." — Kevin Lucey, Investor and Advisory Board Member at RISR #FinTech #WealthManagement #SoFNews

Why stick with outdated practices? Angus MacNee of ValidPath challenges the status quo in the financial advisory industry, urging advisers to rethink their models for better client outcomes. Read the full article: https://lnkd.in/eskkBrDn #FinancialAdvice #Innovation #ClientFocus