You can guide clients to be great investors. Add the Investor Profile RTQ as a coaching discovery tool using the Wealthbox workflow! Join us on Wednesday to learn more.
DataPoints的动态
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Working with clients in their 40s to help you build your wealth whilst living a great life. WEALTH BEYOND NUMBERS. DM me.
Really enjoyed my talk yesterday for PortfolioMetrix discussing my experience with coaching and how can create better conversations with clients. Ensuring that meetings are more impactful and inspiring them to take action. I managed to grab Jan Bowen-Nielsen who trains financial planners on coaching skills who was also presenting. (Brilliantly i might add) I wanted to ask him the benefit of coaching skills for clients and helping them understand their needs. To me he absolutely nailed the answer. I'm certainly on a journey with embedding these skills in my practice. I believe this is next step for financial planning where can more beyond financial questions to having potentially transformational impact on our clients by helping them create the life they truely want. Not your typical IFA Wealth beyond numbers. #worktolive
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On September 2, 2024, I continue study at Intensive Bootcamp Class MySkill Sesion 2 about "Bookkepping & Financial Reporting". In this class, I learned a Adjusting Journal,Type of Depreciation like Straight-Line Method,Declining balance method, and how can i make a financial reporting and here is my Mini Portofolio from this Bootcamp
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To achieve financial clarity, it’s important to first understand the basics and then learn strategies to save and maximize your resources. Thrivent’s free, 1-on-1 coaching program, Money Canvas, can help you build healthier money habits so you can build a pathway toward financial clarity. Sign up today ?? thrivent.com/moneycanvas
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To achieve financial clarity, it’s important to first understand the basics and then learn strategies to save and maximize your resources. Thrivent’s free, 1-on-1 coaching program, Money Canvas, can help you build healthier money habits so you can build a pathway toward financial clarity. Sign up today ?? thrivent.com/moneycanvas
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To achieve financial clarity, it’s important to first understand the basics and then learn strategies to save and maximize your resources. Thrivent’s free, 1-on-1 coaching program, Money Canvas, can help you build healthier money habits so you can build a pathway toward financial clarity. Sign up today ?? thrivent.com/moneycanvas
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Personalized Financial Guidance to Connect Your Financial Strategies to Your Values | Budgeting Basics | Purposeful Investing | Retirement Planning | Wealth Management
To achieve financial clarity, it’s important to first understand the basics and then learn strategies to save and maximize your resources. Thrivent’s free, 1-on-1 coaching program, Money Canvas, can help you build healthier money habits so you can build a pathway toward financial clarity. Sign up today ?? thrivent.com/moneycanvas
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To achieve financial clarity, it’s important to first understand the basics and then learn strategies to save and maximize your resources. Thrivent’s free, 1-on-1 coaching program, Money Canvas, can help you build healthier money habits so you can build a pathway toward financial clarity. Sign up today ?? thrivent.com/moneycanvas
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????? Mastering the Art of Time Management! ????? Recently, Stat Modeller had the pleasure of sharing insights on effective time management in a dynamic session. ??? ?? 100+ Participants ?? Workshop loaded with games and fun activities ?? Practical Live Exercise ?? Overwhelming response In this fast-paced world, the ability to navigate time wisely is a game-changer. ?? Whether you're a professional juggling tasks or an entrepreneur steering a business, time is a valuable asset. ?? Check out a sneak peek of the session in the video attached! ????? To conduct it for your organization, please contact at +91 9898233268. Stat Modeller | SKILLEXO Himanshu Malviya Mehul Gandhi Kapil Valand Satyam Patel Mital Dodiya #timemanagement #productivity #productivityboost #growth #growthhacking #growthmindset
