Today, we reported our third quarter fiscal 2025 financial results. Learn more here: https://lnkd.in/guidZ-JM
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10 essential tips for retail investors to achieve financial goals #retailinvestors #financialgoals #worldeconomicforum #thespuzz
10 essential tips for retail investors to achieve financial goals
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A simple question to reflect upon - When you are projecting your revenues for the next financial year what makes you think and believe the customers are going to continue buying your product and why should they? Bonus questions - Have you thought the worst case scenario and how will it play out? How prepared are you?
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Our recent survey of retail investors in the US showed that investors with financial advisors are more optimistic about their finances overall. Benefits include: 💪 Stronger confidence in their financial situations AND ☂️ Greater likelihood of having and emergency fund Sounds like its looking up for folks who invest in sound financial advice. Check out our full retail investor survey at the link. https://ow.ly/yiup50SuXTQ
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The holiday season is here, but don’t let the shopping frenzy derail your financial goals! Stay focused, stick to your budget, and keep your eyes on the prize—homeownership in the new year. 🏡Smart spending now sets you up for success later! #HolidayBudgeting #FutureHomeowner #FinancialGoals #MortgageTips
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Make financial conversations easier through real-time adjustments - see the impact to your budgets and scenarios immediately, helping you plan better for now and the future. https://hubs.ly/Q02QynZ50 #FinancialPlanning #ROI
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Retail investors are reshaping the financial landscape. Are you prepared to meet their reporting demands? Our latest blog explores practical strategies you can implement to effectively engage with retail investors, enhancing transparency and ensuring accuracy in your reporting. Discover more: https://bit.ly/4fgotus
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Holiday shopping doesn’t have to derail your financial goals. Create a realistic budget, stick to it, and avoid the New Year credit card blues. Need tips for staying on track? We’re here to help! ➡️ https://lnkd.in/eUQjwTQm
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Understanding where your money goes is the first step toward financial control. By categorizing your expenses, you gain insights into your spending habits and can identify areas where you might be overspending. Start by creating categories such as groceries, entertainment, utilities, and transportation. Track each expense and analyze the data monthly to see where adjustments can be made. Ready to take control of your spending? Begin categorizing your expenses today and watch your financial insights grow! #ExpenseTracking #FinancialControl #SmartSpending
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Curious about your spending habits? Our budget planner can help you uncover key insights into your consumer behavior! 🤔💸 🔍 Learn how our budget planner assists in identifying consumer habits and financial trends. Gain clarity on where your money goes and make smarter choices. Take control of your finances today! #Budgeting #FinancialPlanning #MoneyManagement #SmartSpending
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In today’s competitive market, offering personalized financial advice is more important than ever. Similar to how consumers expect personalized experiences from retailers, clients want a financial advisor who truly knows and understands their unique needs. Discover the impact of personalization on financial services in Nick Eatock's latest article in WealthManagement.com's Midyear Outlook: https://okt.to/7I2LeZ
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