Integral’s Post

We spoke with Andrea Perlak about Crypto Accounting Group and all things Niche Finance on this week's episode! Check out the episode HERE: https://lnkd.in/efZDKhed

Skybound Wealth's Chief Operating Officer Husain Rangwalla recently appeared on the TechForce Middle East - a podcast by Salesforce dedicated to honouring the Trailblazers revolutionising the region’s tech landscape. In this episode, Husain discusses the major trends impacting the wealth management space, how Skybound Wealth are different and the role technology plays in constantly enhancing our proposition and client experiences. https://lnkd.in/eGzPQYbD #podcast #salesforce #techforce #skyboundwealth #wealthtech

We found out that 51% of you feel out of control with your finances. How can we enhance financial engagement? In case you missed it, check out my podcast with Purpose-Driven #Fintech, with the wonderful Monica Millares. https://lnkd.in/eWR-uC6c

💡Our Director of Practice Management Connor Sung was featured as a guest on The Registered Investment Advisor Podcast where he discussed how eMoney is helping advisors revolutionize financial planning and the benefits of using technology to strengthen the advisor-client relationship. 👉🏽 Tune in here: https://apple.co/3Wune3C #financialplanning #fintech #financialplanningsoftware

🚀 𝗨𝗻𝗹𝗼𝗰𝗸𝗶𝗻𝗴 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝗰𝗲 🚀 🔊 Ready to dive into transforming your #financialadvice process? 🙏🏼 Thanks Keith Ford for having me on the ifa (Independent Financial Adviser) #podcast to discuss how to start rethinking your advice process now instead of waiting for #regulatorychange to happen to you. It was great to chat about how Marshan Consulting can help your #financialplanning practice, and how Impaktful is helping #retirees find their #retirementpurpose. Keith and I had a chat about: 🛡️ The importance of understanding the purpose of regulatory compliance in financial services. 🌐 The impact of technology on financial advice. 📈 Strategies for staying ahead in a rapidly changing market. 💡 Innovative approaches to client engagement and retention. 🔗 Link in comments 🎧✨ #FinancialAdvice #FinTech #Innovation #Podcast #FinancialServices #ClientEngagement #RegulatoryCompliance

I was a guest on the latest episode of The Evolving Advisor Podcast. Jeff Concepcion and I had a great conversation. The episode is packed with inspiration, expert insights, and actionable advice that will motivate you to take your practice to the next level. Whether you're a seasoned advisor or just starting out, you'll gain valuable knowledge on building a client-centered business that not only thrives financially but also creates lasting, impactful relationships. Give it a listen and let me know what you think. https://lnkd.in/eeC5vpuV #financialadvisors #stratoswealth #truestfan

📢 The Heart of Advice Podcast series is live! 💡 Remember to join us for expert tips, success stories, and insightful conversations on financial planning and client relationships. Available in audio and video, this new podcast is an extension of the topics covered in our Heart of Advice blog. 👉🏽 Tune in now and join the conversation! https://bit.ly/44E0T7j #eMoneyPodcast #financialplanningsoftware #fintech #financialplanners

🤔 Curious about how small companies tackle treasury management? 🎧 Tune into the latest episode of the Corporate Treasury 101 podcast, featuring our co-founder Alex Axentiev. Gain a deeper understanding as he highlights how technology emerges as the ultimate game-changer in the field. Discover how businesses, regardless of size, can boost efficiency - especially in navigating the complexities of foreign currencies. 🚀💡 Catch the insights 🔽 #treasurymanagement #podcast #internationalfinance

Understanding Financial Advising: Human vs Robo Advisors In this episode of the iWealth Podcast, join Mr. Brad Connors, owner of iWealth, as he delves into the world of financial advising. With a focus on the big picture and a 20,000-foot overview, Brad discusses the age-old question: who should you trust for financial advice? Brad explores the distinction between human and robo-advisors, highlighting the importance of personalized financial planning versus automated investment strategies. Whether you're considering sticking with a trusted human advisor or venturing into the realm of AI-driven robo advisors, this episode provides valuable insights to help you make informed decisions about your financial future. Tune in to learn more about the role of advisors in setting goals, managing risks, and navigating the complexities of financial planning.

Check out our new podcast! This week's episode is about real dollars, getting money into your pockets by taking profits or tax savings by realizing losses. Please give it a listen, like, follow, and share! #podcast #finance #profits #taxsavings #markets