✨Welcome to a new month!! And for many, the second financial quarter. ✨My plans for this month are: ▪️Help more clients to get their financial planning in order – sometimes just saying things out loud makes it possible; ▪️Meet other business owners at networking events; ▪️Review the last quarter for the business and for the financial markets; ✨For this quarter I plan to: ▪️ Take more training in the system that is no longer new but I want to explore it more so it is beneficial to my clients; ▪️ Do more networking with local businesses and keep this momentum going as it is good to be around inspiring company directors; ▪️ Do gap analysis for my clients and invite them to reviews to discuss how we can breach the gap; ▪️ Every day strive to be better than the day before so my clients get the best possible service. ⬇ ✨01858 458411 ✨linda@tantum.co.uk #helloApril #April2024 #financialquarter #financialadvisor #financialliteracy #financialreview
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Now, you can watch this on-demand webinar anytime to learn about the relationship between emotional intelligence and comprehensive financial planning, supported by research and insights from eMoney. 👇🏽 Click the link here to watch the entire webinar. https://lnkd.in/gsBwv-vp Chris Mauriello | Sasha Grabenstetter, AFC®, BFA™ #financialplanning #emotionalintelligence #financialplanningsoftware
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Alec Quaid's fresh perspective might just change the way you think about financial planning. At 29, his insights into the financial journey of younger investors go beyond the generic advice you’d find online. Dive into an episode about how value must outweigh the fee, not just match it 👉 https://bit.ly/LILSep20 #LifeIsntLivedOnASpreadsheet #FinancialInsight #FinancialAdvisor #FinancialProfessional
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Alec Quaid's fresh perspective might just change the way you think about financial planning. At 29, his insights into the financial journey of younger investors go beyond the generic advice you’d find online. Dive into an episode about how value must outweigh the fee, not just match it 👉 https://bit.ly/LILSep20 #LifeIsntLivedOnASpreadsheet #FinancialInsight #FinancialAdvisor #FinancialProfessional
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Discover what it takes to truly understand your business’s financial health. Marlon Griffith discusses financial literacy with fractional CFO Evelyn O'Coin, offering practical insights for business owners. https://zurl.co/hwfd #BusinessFinance #GoodCounsel #SmallBusiness
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Strategic agent at One Pacific, Building tailored Life Insurance Solutions for Financial Security and Peace of Mind
Happy Wednesday! We're halfway through the week, which means it's the perfect time to pause and focus on your financial goals. Join me for a mid-week financial planning session where we'll review your progress, adjust strategies if needed, and set clear goals for the remainder of the week and beyond #FinancialPlanning #MidWeekMotivation #WealthWednesday
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🔔 Reminder: Tonight’s Webinar on Financial Mastery! 💼 Don’t miss out! Join us tonight at 6pm EST for The Business Mastery Network's webinar on Financial Literacy: Mastering Your Business Finances. Let’s take control of our financial futures together. See you there! https://lnkd.in/eWisAi2m 🚀 #FinancialLiteracy #WebinarReminder #BusinessGrowth
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It’s not too late!! Join us tomorrow. Reserve your seat to explore a unique opportunity designed just for owners of small to mid-size businesses who want to up level their financial fluency and fine-tune their know-how when it comes to data-based, financial decision-making. Learn about my new program, Financial Fundamentals for Business Owners, at this introductory session. https://lnkd.in/gEiCBShZ
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We just announced our fiscal fourth quarter and full year 2023 financial results. Listen to our #earnings conference call at: https://hubs.ly/Q02mNQCf0 Read the full results here: https://hubs.ly/Q02mNMf-0 #investing #impactinvesting
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