CURO Wealth Management的动态

ICYMI: Businesses Can Sell Life Settlements, Too

Recent market events bring this video to mind. We think our partners at Dimensional Fund Advisors put things in perspective beautifully in under 4 minutes. https://lnkd.in/gYpBmqKu

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Save Thousands: The Importance of Independent Asset Valuations Discover why getting an independent valuation is crucial when considering liquidation. We share a real-life example where a director saved nearly ￡10,000 by opting for professional advice instead of relying on a rough estimate to value his vehicles. Don’t risk costly mistakes! #AssetValuation #LiquidationTips #FinancialAdvice #CostSavings #IndependentAgents #BusinessStrategy #FinancialLiteracy #SmartDecisions #DirectorAdvice #ValuationInsights

?? Exciting news! Gary Preisser and Shea M. Swenson have just released their latest book, "The Cash Flow Clock." This innovative book simplifies financial planning, making it accessible to everyone—from seasoned experts to those just starting their financial journey. In "The Cash Flow Clock," Gary and Shea break down complex concepts into practical tools that anyone can use. Whether you're a financial professional or someone new to finance, this book is designed to empower you with knowledge. I highly recommend checking it out! Let’s transform our understanding of finance together. ???? #FinancialPlanning #CashFlowClock #BusinessGrowth #FinancialLiteracy

Building the Ultimate Million-Pound Portfolio: Insider Secrets from an Ex-Financial Adviser. Want to know how the ultra-wealthy build million-pound portfolios? As an ex-financial adviser and wealth manager who has helped manage portfolios for millionaire clients, I'm revealing the secrets behind building the ultimate investing system. In this video, you'll discover the strategies used by the rich to grow and protect their wealth. From asset allocation to risk management, I’ll break down what you need to know and research to achieve financial success. Whether you're aiming for financial independence or just want to supercharge your investments, these insider tips and financial education could be the game-changer for your portfolio Found this interesting? Watch this now and share it if you think others could benefit too! Found this helpful? Hit like, share it, or drop a comment with your thoughts! #education #edtech #InvestingSecrets #MillionPoundPortfolio #WealthBuilding #FinancialAdviserTips #WealthManagement #InvestingForSuccess #FinancialFreedom #MillionaireMindset #PortfolioStrategy #AssetAllocation

Trust Building: The Key Strategy for 2025 Trust isn’t just a value—it’s business wealth. Build it. When you start viewing trust as a currency, you’ll naturally invest in growing your Trust Bank—an asset that will yield invaluable returns in the long run. Start your trust building journey with I-PRAC | Trusted & Certified Short Term Rental Professionals www.i-prac.com

From valuation to closing, precision is our hallmark. Trust us to maximize value in every transaction. #MaximizeValue

Building the Ultimate Million-Pound Portfolio: Insider Secrets from an Ex-Financial Adviser. Want to know how the ultra-wealthy build million-pound portfolios? As an ex-financial adviser and wealth manager who has helped manage portfolios for millionaire clients, I'm revealing the secrets behind building the ultimate investing system. In this video, you'll discover the strategies used by the rich to grow and protect their wealth. From asset allocation to risk management, I’ll break down what you need to know and research to achieve financial success. Whether you're aiming for financial independence or just want to supercharge your investments, these insider tips and financial education could be the game-changer for your portfolio Found this interesting? Watch this now and share it if you think others could benefit too! Found this helpful? Hit like, share it, or drop a comment with your thoughts! https://lnkd.in/d3NMf6q9 #education #edtech #InvestingSecrets #MillionPoundPortfolio #WealthBuilding #FinancialAdviserTips #WealthManagement #InvestingForSuccess #FinancialFreedom #MillionaireMindset #PortfolioStrategy #AssetAllocation

Advisors who have a complete view of a client's finances can provide more personalized advice, build trust, and deepen relationships. A detailed net worth statement is more than just numbers—it's a tool for creating lasting client connections. With our award-winning #SSNCBlackDiamond Wealth Platform, advisors can deliver fundamental net worth insights that clients appreciate. Start the upcoming year by focusing on what matters most—your client relationships! Read our latest blog by Bryan Klein, CFP?, M.S. https://lnkd.in/ezp_fEgP?