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Join us on Thrivecast as we unravel the complexities of the CPA profession with Tom Hood, EVP of the AICPA and Business Learning Institute! We're diving into the 150-hour rule for CPA exam eligibility, legislative challenges, and the necessity for CPAs to find balance in their roles. Don't miss out on this insightful discussion: https://lnkd.in/es6zY6rh

As we kick off 2024, we wanted to share each team member's personal resolutions for the year ahead. We can't wait to embark on this journey together! Let's get to know our team's aspirations: Shari Reffsin - Exercise at least 3 times a week. Lorianne Rivas - Read a book a month. Toni James - Eat Healthier and consume less candy. Here's to a year of growth, achievement, and getting to know our incredible team! Stay tuned for more insights into the faces behind Reffsin Financial. #teamgoals #newyearnewgoals #meettheteam #financialplanning #wealthmanagement #womeninfinance #womenandwealth #womeninlaw #lawfirm #financialadvisors

“Corey, if I knew I could bring my business with me, if I could snap my fingers and be over at another firm, I would be there already.”      Rob Bartenstein and Scott Wilson of Kestra Private Wealth Services share what they’re seeing in terms of client retention during a transition after helping over 60 teams transition. Our full conversation is live on my YouTube channel, 🔎 Search: Corey Walen or Firm Transitions.      #FATransistion #financialadvisor #independent 

Would you rather throw to a receiver that's double-covered or wide-open? How many times have you seen someone open that your team's quarterback didn't? With Synario you get a full field view and vision that spreadsheets can only dream of. We've got a fast track to better decisions right here: https://hubs.li/Q029kbCq0 #finance #financialplanningandanalysis #fpanda

Are you looking ahead to see ALL of your options to financial success? #forecasting #financialplanning #scenarioanalysis #scenarioplanning

Adhering to the highest fiduciary standard -always putting clients’ interests first- is at the centre of our firm. In this short clip, Bob Oros (Hightower Advisors), Sue Oleari (Trifecta Capital Advisors) and Jack Ablin (Cresset Capital) share their views on the fiduciary standard of advisor-owned firms. And to listen to the entire webinar here: https://lnkd.in/eqgQDZBC #DelisleAdvisoryGroup

🌟 Transforming Challenges into Opportunities with Finalyst 🌟 Discover how Mai, a forward-thinking insurance agent, leveraged Finalyst to master a major challenge. Struggling to communicate complex financial plans, Mai found clarity and success with our Automated Visual Explanations. This powerful feature turned intricate data into clear, actionable insights, enabling Mai to secure a deal that was previously out of reach. "With Finalyst, I can easily offer solutions based on financial planning concepts. Recently, this helped me close a deal that I was previously uncomfortable proposing to my client. Finalyst has improved the quality of my solutions, increased my professionalism, and made it much easier to connect with my clients." It’s time to redefine your practice strategy and achieve breakthrough results! Join us at our launch and discover how Finalyst can elevate your business to new heights. 👉 Keep an eye on our countdown for more inspiring success stories and secure our one-time ONLY big reveal! #Fintech #FinancialPlanning #FinancialHealth #Innovation #InsurancePlanning #InvestmentPlanning

Want to learn about how to value lost profits and presenting a damages theory at trial? Check out this new on-demand webinar featuring Chip Hodgkins of Statera Capital, LLC as well as John Levitske of HKA, Jeffery Lula of GLS Capital and Natasha Perssico Escobedo, MBA, CPA, ASA-BV, ARM of Epstein + Nach LLC. In the webinar, they answer questions like, How do you measure lost profits? Must you demonstrate lost profits with certainty? Over what period do you measure the lost profits? If your client has not recovered fully, can you include estimated future lost profits? If you'd like complimentary access to webinar, please message us for a discount code. You can also access the webinar through West LegalEdcenter and earn CLE credit. Thanks to the team at Financial Poise for organizing the webinar.

CA Nitesh Buddhadev brings stark clarity to the concept of Fintegrity: it's all or nothing. His message—integrity in finance isn't a sliding scale; it's an absolute. In an industry often shadowed by mis-selling, the true measure of integrity becomes evident through our interactions, our dealings with clients, and the trust we build or break. Let's embrace this uncompromising standard. Let's ensure that in our quest for financial success, integrity isn't just a part of the equation—it is the equation. Define your legacy with integrity. Be part of Fintegrity. #Fintegrity #AbsoluteIntegrity #IntegrityInFinance

In finance, it's really important to be honest and do the right thing, all the time. This idea is what we call Fintegrity. It means that being trustworthy isn't just a part of the job—it is THE JOB. Let's make sure that when we go after success, we don't forget to always be honest. That's how we'll really make a difference. This book keeps the message straightforward 🌟