At CoreCap, every relationship matters. Learn how relationship managers are changing the paradigm for independent financial advisors, linked in the comments. #CoreCap #investing #advisors
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CoreCap highlights its value proposition for financial advisors in this helpful brochure. Here’s what you should consider if you’re considering a partnership with CoreCap: https://lnkd.in/e6JBwbkm #CoreCap #investing #advisors
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Maintaining compliance is one of the most crucial parts of a financial advisor’s job. By partnering with a firm like CoreCap, you can get the support you need to focus on what truly matters: serving your clients. More information can be found at the link in the comments. #CoreCap #investing #advisors
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Are you ready to grow your independent financial advisory business? From maintaining compliance to balancing your workload, partnering with a firm like CoreCap can pay dividends for your long-term success. Learn how with our link in comments. #CoreCap #advisor #investing
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The accuracy of your business's credit report is crucial for its financial health and longevity. Errors can lead to auto-declines, inaccurate service provision, and reduced funder trust. In this latest article, Forbes Finance Council members, including CFGMS CFO Richard Polgar, share their experiences and offer recommendations for maintaining accurate business credit reports. Read more below! #BusinessCredit #FinancialHealth #ForbesFinanceCouncil #CFGMS
Inaccurate credit reports can hinder businesses and advisors from helping clients. They may impact decision-making, leading to financial setbacks. Read more at https://hubs.li/Q02vrkJk0 from Richard Polgar of CFG Merchant Solutions & CapFlow Funding Group, Bob Chitrathorn, CPFA® of Wealth Planning By Bob Chitrathorn of Simplified Wealth Management, Nick Chandi of Forwardly, Edoka Idoko of OjirehPrime Financial Services Limited, Lawrence Pross of Nexi, Magdy Hassan Fayed of Forex Gump SRL, Neil Anders of Trusted Rate, Inc., JD M. of RHC 21 LLC (a SPE Fund) with family of Special Purpose Entities (SPE or SPV), Bradley Smith of Rescue One Financial and Simple Path Financial, Todd Sixt of Strait & Sound Wealth Management LLC, Brian Niksa, CFP® of Capstone Financial Advisors, Inc., and Richard Gusmano of Business Credit Consultants (BCCUSA)
Council Post: 12 Negative Impacts Of Inaccurate Credit Reports
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A financial advisor wears many hats. Are you ready to take some operational hats off so that you can focus on your clients and prospects? Learn how we can help at the link in the comments. #CoreCap #investing #advisors
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The abrdn decoded series returns, exploring the world of multi-asset funds. Multi-asset funds invest in a mixture of growth, defensive and uncorrelated assets. How much is invested in each type varies based on how much risk the investor is willing to take and their financial goals. Discover more about this broad-ranging fund type. 🔗https://ow.ly/BMcb50TMCEq #Investing #Finance #Multiassetfunds
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When facing well-established wire houses, independent advisors still have their fair share of special strengths. Learn how to tap into these advantages to stay ahead of the competition, linked in the comments. #CoreCap #investing #advisors
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Unlocking financial insights in real estate! DSCR helps investors understand the cash flow health of a property. #RealEstateInvesting #Finance #Investment #Investing
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Diversity in syndication: where multiple minds converge to build a tapestry of wealth. Join us and be a part of a collective journey towards financial success. 🌐💼 #RealEstateSyndication #WealthBuilding #InvestTogether #DiverseInvesting #FinancialFreedom #InvestWithUs
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Looking for a Fixed Income Fund that fits your unique financial needs? Explore NAMAL’s tailored solutions, where your financial goals drive our strategies. Partner with us for a customized approach to financial security. #NationalAssetManagement #investment #finance #fund #investmentopportunity #investmenttips #management #asset #growth
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