About
Most advisors start with a product to sell.
We start with a person to serve.
We…
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Here's how you can navigate the potential pitfalls of networking and building professional relationships.
First and foremost, you have to be genuine and authentic. When building relationships with other professionals, you need to learn about each other, and you need to listen when they speak. Be a giving person by connecting them to other people who can use their services. Stay top of mind by sharing valuable information that can help them and the people they come across. Find out who they like to work with and who are good connections for them, and keep your eyes open for those people. If you give, you'll receive.
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If you’re a CPA, bookkeeper or CFO, you’re probably realizing that the accounting industry isn’t what you signed up for anymore. There has to be a…
If you’re a CPA, bookkeeper or CFO, you’re probably realizing that the accounting industry isn’t what you signed up for anymore. There has to be a…
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Equitable Advisors Disclosure
CA Insurance Lic. #OD43037
NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as investment, insurance or…
NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as investment, insurance or financial advice. Equitable Advisors and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.
Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title
Important Information & Disclosures: http://bit.ly/2f98X9d
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𝐇𝐞𝐫𝐞’𝐬 𝐡𝐨𝐰 𝐈 𝐤𝐧𝐨𝐰 𝐦𝐚𝐬𝐬𝐢𝐯𝐞 𝐬𝐮𝐜𝐜𝐞𝐬𝐬 𝐢𝐬 𝐩𝐨𝐬𝐬𝐢𝐛𝐥𝐞 𝐟𝐨𝐫 𝐲𝐨𝐮 📈 What advisors 𝐓𝐇𝐈𝐍𝐊 they need to be…
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You are not a problem to solve, but a solution to inspire. You are not a task to complete, but a vision to create. You are not a box to check, but a…
You are not a problem to solve, but a solution to inspire. You are not a task to complete, but a vision to create. You are not a box to check, but a…
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