randd - R&D Tax Credits Experts’ Post

As financial professionals, we're used to crunching numbers. But what if I told you the most valuable review doesn't involve a single spreadsheet? 🤔 This year, I'm challenging myself (and you!) to conduct a personal year-end review that goes beyond finances. Here's a sneak peek at my top three reflection points: 🏆 Celebrating wins (big and small) 🧠 Skill evolution 🙏 Gratitude check Why? Because true financial well-being is intrinsically linked to overall life satisfaction and personal growth. Want to join me in giving yourself a year-end review? Reach out to our office! #YearEndReview #PersonalGrowth #FinancialWellbeing #connectwithgabe #chinohills #gabrielresendez #integrityifis

Creating a budget is key to turning middle-class goals into reality. Here's how to get started.

In this ever-changing world, financial advising is about more than just managing wealth. It's about integrating life coaching into your practice, especially in these post-pandemic times. How do you connect with your clients on a deeper level, going beyond financial advice to truly understand their life goals? Share your strategies for creating more meaningful client relationships. Listen here for more → https://lnkd.in/gQHKD6sp #ClientGoals #AdvisoryTransformation #FinancialAdvising #ClientFirst

Your path to success starts here https://lnkd.in/eB-9EUMp. Our clients are at the heart of everything we do. With full disclosure and unwavering support, we're here to help you identify goals, create a solid plan, and guide you through every financial phase. #FinancialWellbeing #ClientSuccess #FinancialSupport

Technical knowledge gets you in the room. Emotional intelligence keeps you there... Here's what I've learned in 18 years as a Financial Adviser. But I'll teach you in 2 minutes... 1. The Best Questions Are Often The Simplest I used to overcomplicate these, because I thought I had to in order to get to the deeper answers. Wrong • "What worries you most?" • "What does success look like?" • "Tell me more about that" Simple questions, surprising answers. 2. Your Technical Knowledge Doesn't Matter (As Much As You Think) Clients won't remember: • Your investment strategy • Your market analysis • Your tax calculations They'll remember: • How you made them feel • Whether you really listened • If you understood their fears 3. Money is Never Just About Money It's about emotions: • Fear of running out • Joy of providing for family • Anxiety about markets • Pride in legacy • Hope for the future The best financial strategies aren't built on numbers alone - they're built on understanding what keeps your clients up at 3am. #EmotionalIntelligence #FinancialAdvice #RealTalk #ClientService

Growth is in our nature at Decimalytics. F. Scott Fitzgerald said it best: real vitality is in the power to start anew. Whether it’s your financial goals or business plans, we're here to help you persist and restart stronger whenever needed. We are a successful U.S. and global financial & advisory firm that specializes in accounting, analytics, investments, and economics. Contact an account manager at 866-986-0994 or schedule at https://lnkd.in/gTjM3K9K and check out our site www.decimalytics.com. #Decimalytics #smallbusinessowner #accounting #investments #analytics #financialfirm #business #economy #smallbusiness #financeteam

Your path to success starts here https://lnkd.in/embxxNda. Our clients are at the heart of everything we do. With full disclosure and unwavering support, we're here to help you identify goals, create a solid plan, and guide you through every financial phase. #FinancialWellbeing #ClientSuccess #FinancialSupport

3 things I’ve learned as someone who has achieved financial freedom- 1. You will work hard early in life or late in life, but you will have to work hard either way 2. Everything is a trade-off 3. More information is not the answer There comes a point where “research” becomes a fancy word for “procrastination”. So start taking action today! #action #procastination #research #financialfreedom

Your path to success starts here https://lnkd.in/embxxNda. Our clients are at the heart of everything we do. With full disclosure and unwavering support, we're here to help you identify goals, create a solid plan, and guide you through every financial phase. #FinancialWellbeing #ClientSuccess #FinancialSupport

Your path to success starts here https://lnkd.in/eB-9EUMp. Our clients are at the heart of everything we do. With full disclosure and unwavering support, we're here to help you identify goals, create a solid plan, and guide you through every financial phase. #FinancialWellbeing #ClientSuccess #FinancialSupport