eMoney Advisor’s Post

What are the two things every financial advisor should do with a client before they engage in financial planning with them? Listen to Jordan Haines, CFP®'s insights: https://hubs.la/Q02CGTD30 #fintech #financialplanning #financialadvisor #wealthtech

It’s #FinancialLiteracyMonth and I’d love to hear how you engage your clients to encourage, you guessed it, financial literacy! Feel free to leave a comment below. #FinancialLiteracy #FinancialAdvisors #FinTech #WealthManagement

With collaborative planning and contextual advice, Conquest helps your clients navigate their financial journey with confidence and clarity, guiding them through the steps needed to make their financial goals a reality. #FinancialPlanning #Financialgoals #Fintech #Wealthtech #ConquestPlanning 

Financial vitals, statement of financial purpose, goals, and next steps in one gorgeous deliverable. Our Elements One-Page Plan is 🔥. https://hubs.la/Q02r5nw-0 #fintech #financialplanning #financialadvisor #wealthtech

In our latest Advisor Spotlight, Jason Stalker, CEO and Account Executive at Stalker Financial Group in Winnipeg, shares his thoughts on how Conquest has helped him streamline the financial planning process for his clients.   Thank you, Jason, for continuously making an impact on the lives of the clients you serve as they embark on their financial journeys. #financialplanning #testimonial #wealthmanagement #FinancialPlanner #fintech #wealthtech #ConquestPlanning

Happy #NationalFinancialAwarenessDay. From managing cash flow to mastering your P&L, financial literacy empowers you to make informed decisions and grow your business. To empower you in your financial journey, see our finance explainer video about Working Capital, and discover more financial concepts here: https://lnkd.in/ezD3sDVV #workingcapital #smallbusiness #financefundamentals #fintech #financialliteracy This information is provided for general information only and does not constitute financial advice.

Why did over 370 Advisors register to attend this #financialplanning session? This financial planning tutorial for Advisors was filmed on July 23, 2024. Live attendance was required to be eligible for the CE Credit. During this 60-minute session, Advisors learned: 👫 How to build financial projections for 3 unique client cases 🏡 plus 📊 How to instantly create 1-2 page financial plan summary reports for each projection 📈 #fintech #SnapShot https://buff.ly/4ckLaw6

Conquest has a variety of ways to illustrate the value of your advice through our PDF Editor, Digital Stories feature, and our Planning page itself, which is the focus of this video. Learn how you can use the Planning page paired with its analysis panel to effectively communicate a client’s financial story and paint a better picture of how they’ll achieve their financial goals with Conquest. #financialplanning #retirementplanning #wealthmanagement #fintech #wealthtech #ConquestPlanning

Experience the ease of convenient financing with SG Finserve. Your journey to financial empowerment starts here! #SGFinserveJourney #RetailerAssetFinance #SmallBusinessLoans #SGFVendorServices #SGFinserveFinancialGuide #SGFinserveDealers

Digital engagement is becoming more and more important for firms. See how Conquest can help you build an interactive, digital first financial plan. #financialplanning #retirementplanning #wealthmanagement #fintech #wealthtech #ConquestPlanning