"Seeing a client achieve financial well-being through my guidance is the most rewarding part of my work." Watch Farhad Captain as he shares the satisfaction of helping clients reach their financial goals. Don't miss the full story of Farhad Captain's journey and the values that drive his success. Watch the full episode of Fintegrity Stories now: https://lnkd.in/dbBMa8gk #FintegrityStories #FarhadCaptain
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”Are my client’s happy?” In the financial industry, where companies often focus on managing vast sums of money, the real question still remains “Are they making their clients happy?” Farhad Captain believes in prioritising client happiness over just numbers. He shares his perspective on putting clients first and ensuring they get what's right for them, without any kind of mis-selling. Watch the full episode where Farhad shares amazing insights of the financial world on Fintegrity Stories: https://lnkd.in/dbBMa8gk #HappyClients #FintegrityStories #IntegrityInFinance
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”Integrity and finance should always go hand-in-hand” In a world which is dominated by so much distrust and mis-selling, integrity is something which is essential in every financial transaction that happens. Amit through his decades of experience working in the financial sector shares the importance of being truthful in finance. Watch Amit Bivalkar reveal a lot of thought provoking lessons on the full episode of Fintegrity Stories: https://lnkd.in/dtAFGuYe #FintegrityStories #FinancialSector
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In Ep 60 of #TheCOORoundtable, Amber Salzman of Capstone Financial Advisors Inc. explains how she keeps employees motivated to provide exceptional client service every day. You can listen to the full episode here: https://lnkd.in/g5MgFvGj
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Helping CEO's reach their business goals, as a Strategic Planner, CFO and Business Coach.
Save the Date! 📅 Episode 75 of CEO to Rainmaker is happening on Feb 7th. Join us as we dive deep into overcoming financial mindset barriers and fostering a positive money mindset. Let's reshape your financial narrative together! 💼💬 #FinancialFreedom #CEO2Rainmaker
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Unlock real-life financial wisdom with Life Isn’t Lived on a Spreadsheet! Dive into expert insights, relatable stories, and actionable tips for building wealth beyond the numbers. 🎙️ Tune in with Poterack Capital Advisory and start living your financial goals to the fullest! #FinancialFreedom #MoneyMoves #PodcastLife
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Dive into the world of financial empowerment with our Monday Masterclass series! Tune in every Monday for a new episode to help you achieve your goals #MondayMasterclass #OldMutualNamibia #FinancialEmpowerment
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Unlock real-life financial wisdom with Life Isn’t Lived on a Spreadsheet! Dive into expert insights, relatable stories, and actionable tips for building wealth beyond the numbers. 🎙️ Tune in with Poterack Capital Advisory and start living your financial goals to the fullest! #FinancialFreedom #MoneyMoves #PodcastLife
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Embark on your path to financial prosperity with Regan Hillyer's powerful daily activation. Remember to save this video for easy, anytime access. 💸✨ #FinancialAbundance #Manifestation #Mindvalley #ReganHillyer
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Unlock real-life financial wisdom with Life Isn’t Lived on a Spreadsheet! Dive into expert insights, relatable stories, and actionable tips for building wealth beyond the numbers. 🎙️ Tune in with Poterack Capital Advisory and start living your financial goals to the fullest! #FinancialFreedom #MoneyMoves #PodcastLife
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Curio Wealth’s Liz Gillette was recently interviewed for Financial Advisor's Workshop. Liz spoke with host Brian Kasal about her personal path to financial planning, the origins of Curio Wealth, our focus on client experience, perspectives on serving younger clients, and other topics in this 30-minute interview. Here’s a snippet of that conversation—watch the full conversation here: https://lnkd.in/eiNqdyEQ #FinancialAdvisorsWorkshop #FinancialPlanning #CurioWealth #StayCurious
