Wealthtender

Wrapping this week on a HIGH note, our next Women's History Month spotlight is featuring the electric Kendra Wright! Kendra is a powerhouse in the world of marketing, the founder of Rebel Media Agency, and co-host of the popular marketing podcast Advisor Marketing Made Simple Podcast. She's known for her exceptional strategic mind and relentless drive to get things done, but her impact goes far beyond business results. As a TEDx speaker, Kendra has shared her inspiring story of resilience and determination, growing up in challenging circumstances and charting her own path to success. Her journey is a testament to the power of perseverance and belief in oneself. She beautifully carries these lessons into her work as a dynamic leader and marketing innovator. With a unique blend of creativity and execution, Kendra has earned her reputation as a marketing unicorn. ?? ?? She’s passionate about helping brands stand out, build meaningful connections, and achieve results that matter. Whether she’s leading teams, launching creative campaigns, or mentoring the next generation of marketers, Kendra’s influence is undeniable. We appreciate and celebrate you today and every day, Kendra Wright! ??

Want to turn your solo venture into a profitable success? Focus on smart pricing, lean operations, and steady client growth. Keep it simple, stay strategic, and watch your income grow! #business #entrepreneur #money https://bit.ly/3FxTaiD

A new article with ?? from John Foligno published on Wealthtender. #wealthtenderquotes https://lnkd.in/gu8JKU_X 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.

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