Wealthtender

Up next in our Bold Women Series this Women's History Month, we're shining a bright light on the amazing Kristin Harad, CFP?! Kristin is the founder of Full Advisor Coaching and a visionary leader in financial services. After transitioning from a successful career in consumer marketing, Kristin built her own thriving financial planning firm, gaining firsthand experience that continues to shape her impactful coaching. Her expertise in applying authentic, client-centered marketing strategies has empowered countless advisors to grow their businesses with confidence, and importantly, with purpose! What we admire most about Kristin is her ability to blend practical marketing insights with deep industry understanding, making her a true champion for independent advisors. Thank you, Kristin Harad, CFP?, for your leadership, mentorship, and unwavering commitment to helping others succeed! ?? We celebrate you today and every day!

Do you work at NXP Semiconductors? Get the resources you need and expert insights from financial professionals who specialize in helping NXP Semiconductors employees make the most of their compensation package and benefits. #employeebenefits #personalfinance #money https://lnkd.in/gFPFJRW2

Some connections change everything. For AGC member, Stephanie McCullough, The AGC? wasn’t just a great place to meet other advisors—it’s where she found the newest advisor on her team. (Looking at you, Janice Guinn, CFP?!) What started as conversations inside the community turned into something bigger, and now they’re building their practice together. Check out their story below ??? This is what makes The AGC? different. It's more than just a support network.. it’s a place to make real connections that lead to real opportunities. If you’re looking for something more than just another group, come see what’s possible in our community of 170+ advisors. Our enrollment is open until April 4th, and after that, doors will close for a while. ??? Join our community here: https://lnkd.in/gUA9msRQ OR message Haley Marx (AGC Community Manager) to chat about the membership.

Most marketers will help you better sell yourself, yourself. But that will only take you so far. "When an advisor creates an ad about their services, they control the messaging, which inherently makes it feel more self-serving. A testimonial, on the other hand, is an independent stamp of approval – a genuine endorsement that resonates far beyond any marketing copy an advisor could write themselves." Stop figuring out new ways to position yourself and start asking your clients to do it FOR YOU. Literal gold in this article guys: https://lnkd.in/gPJB45at It's not that hard. We're here to help you! Amazing write up by Brian Thorp of Wealthtender ??

?? Is a Financial Coach right for you? Learn the benefits and find your coach today! ?? Financial Coach Showcase (randomly selected): 1?? Be Awesome Not Broke 2?? Anthony Kirlew 3?? Financially Thriving #personalfinance #financialcoach #moneycoach #financialcounselor https://lnkd.in/eyihF9W Disclosure: Wealthtender earns money from financial professionals & advisory firms in exchange for marketing services. This creates a conflict of interest when we favor their promotion over others. Read our editorial policy (wt.reviews/editorial) and terms of service (wt.reviews/terms) to learn more. Wealthtender is not a client of these financial services providers.

A new article with ?? from Ian Weiner, CFP?, CEPA?, Vishal Kumar, Tushar Kumar, and John Bell, CFP? published on Financial Planning. #wealthtenderquotes https://lnkd.in/d8rQvE-R Disclosure: Wealthtender earns money from financial professionals & advisory firms in exchange for marketing services. This creates a conflict of interest when we favor their promotion over others. Read our editorial policy (wt.reviews/editorial) and terms of service (wt.reviews/terms) to learn more. Wealthtender is not a client of these financial services providers.

Retirement could last 40 years—are you financially prepared? Smart planning today ensures security for decades. Start building your future now! #retirement #personalfinance #money https://bit.ly/4iA962f

For our next Women's History Month spotlight, we are so honored to shine a bright light on Hillary P. Gale Meehan, the rockstar founder of Moneta Copy! As the daughter of a CPA, Hillary saw firsthand the impact financial professionals have on people’s lives, inspiring her to transition from teaching to entrepreneurship. Through Moneta Copy, she helps financial advisors and coaches connect with their ideal clients using authentic, story-driven marketing that highlights the human side of money. Under her leadership, Moneta Copy has become a go-to resource for transformation-focused, client-centered content, making the finance industry more relatable and inclusive. Hillary’s dedication to meaningful impact over mere growth is truly inspiring! Hillary P. Gale Meehan, we celebrate you today and every day!

? Is an advice-only financial advisor right for you? Learn why a growing number of people are hiring these financial advisors to help them achieve their money goals. ?? Currently in the Spotlight (randomly selected): 1?? Melody Townsend, CFP? 2?? Shane Galante CFP?, MBA 3?? Christopher Lazzaro, ChFC? 4?? Bonnie Maize, JD, CFP?, AIF?, AFC? #financialadvisors #advice #diy https://lnkd.in/gA6xJSdS Disclosure: Wealthtender earns money from financial professionals & advisory firms in exchange for marketing services. This creates a conflict of interest when we favor their promotion over others. Read our editorial policy (wt.reviews/editorial) and terms of service (wt.reviews/terms) to learn more. Wealthtender is not a client of these financial services providers.

A new article with ?? from Ryan Goldenhar, CFA, CFP? published on Wealthtender. #wealthtenderquotes https://lnkd.in/dUPhVNX6 Disclosure: Wealthtender earns money from financial professionals & advisory firms in exchange for marketing services. This creates a conflict of interest when we favor their promotion over others. Read our editorial policy (wt.reviews/editorial) and terms of service (wt.reviews/terms) to learn more. Wealthtender is not a client of these financial services providers.