Wealthtender

A new article with 💬 from Garrett Harper, CFP® CEPA® published on Wealthtender. #wealthtenderquotes https://lnkd.in/gqjtN9jM

What top marketing trends are you following in 2025? NAPFA - National Association of Personal Financial Advisors asked me to narrow it down to My Top 5 List. Trend spotting is important, and these are 5 I'll be leveraging for my personal brand (thank you Sheri Fitts) AND for Idea Decanter's marketing plan for 2025. And in all fairness ... I don't come up with these bright ideas 💡 on my own! I'm more of a sponge. The nitty gritty of these trends came from my network of amazing marketers and business owners in #finserv. ➡️ Trend 1: If you want a shortcut on this, check out the advice of Real #Finfluencers like Mando Sallavanti III, CFP®, CEPA, Nic Nielsen, CFP®, CLTC®, Mike Zung, CFP®, Kevin Thompson, CFP®️, RICP®️, EA, Maura Shaftoe, CCS™ , QAFP™, Stacy Miller, CFP®, MBA, Aaron Buchner 🌵 CFP®, CHS. Follow them now! Thank me later. ➡️ Trend 2: All credit due to Francesca McLin. I've had this on a Post It note on my computer monitor for several months. ➡️ Trend 5: My friends at Wealthtender, Amplify Reviews, and Testimonial iQ can fully support! Am I right Diana, Brian, and Whit? Disclaimer: As with any trend list, trying the "everything at once" approach leads to failure. Pick two and stick with 'em. I'd love to hear what trends you'd add to my list! 👇

🔁 Did you know you can hire a financial advisor via an ongoing subscription? Get to know subscription-based financial advisors featured on Wealthtender. Currently in the Spotlight (randomly selected): 1️⃣ T.J. van Gerven, CFP® 2️⃣ Patrick Moore 3️⃣ Stephanie McCullough 4️⃣ Jane Mepham, CFP® #financialadvisorsubscriptions #financialadvisors #financialplanning https://lnkd.in/gpVAfEmK

A new article with 💬 from Lawrence Sprung, CFP® published on Financial Planning. #wealthtenderquotes https://lnkd.in/gfgjxDKX

It's time to challenge those old financial lessons and start unlearning what your parents taught you about money. Discover new strategies for a better financial future. #personalfinance #money https://bit.ly/4eYfIoG

🧑💻 Are you a technology professional looking for a financial advisor? Discover financial advisors who specialize in serving tech workers on Wealthtender. Currently in the Spotlight (randomly selected): 1️⃣ Vishal Kumar 2️⃣ Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠, CDAA™ 3️⃣ David Warshaw, CFP®,CHFC®,CLU® 4️⃣ Saurin Makim #financialadvisors #financialplanning #tech #programmer #techie #techjobs https://lnkd.in/g5UxVXBD

A new article with 💬 from Uziel Gomez, CFP®, AFC® published on Wealthtender. #wealthtenderquotes https://lnkd.in/gqVvCEej

A new article with 💬 from Nisiar Smith published on Wealthtender. #wealthtenderquotes https://lnkd.in/gR_mGxBR

🏳️🌈 Are you looking for financial advisors who serve the LGBTQ+ community? Discover advisors who specialize in understanding your unique financial planning obstacles and opportunities to help you enjoy life with less money stress. Currently in the Spotlight (randomly selected): 1️⃣ Bradley Hilton, CFP®, MBA 2️⃣ Michael Raimondi, MFA, CFP® 3️⃣ Lindsey Young, CFP®, CEPA® 4️⃣ Jennifer Dazols, CFP® #financialadvisors #financialplanning #lgbtq+ #lgbt #pride #lgbtcommunity https://lnkd.in/g73fu8vz

Even with wealth, financial challenges can still arise. The key is having a solid strategy to manage money wisely, no matter your net worth. Stay proactive and protect your financial future! #personalfinance #money https://bit.ly/3VfJtu8