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Stop Wasting Time on Projections. Use Elements One-Page Plans. Come chat with us to see how our One-Page Plan can help you quickly show your value, so you can grow your planning firm. https://hubs.ly/Q02SpqKS0 #fintech #financialadvisor #wealthtech #finance

Stop Wasting Time on Projections. Use Elements One-Page Plans. Come chat with us to see how our One-Page Plan can help you quickly show your value, so you can grow your planning firm. https://hubs.la/Q02HRnyh0 #fintech #financialadvisor #wealthtech #finance

How liquid are your clients? Liquid Term shows the number of years a client could live on their current liquid assets at their current lifestyle if neither changed. Learn more about how this enhances your practice: https://hubs.la/Q02YnFM60 #fintech #financialadvisor #wealthtech #finance

Projection-based planning is not best for accumulators. Join us tomorrow to see why you should replace it with actionable, objective, standardized peer benchmarks. https://hubs.la/Q02GCTYZ0 Reese Harper Jordan Haines, CFP® #fintech #financialadvisor #wealthtech #finance

How liquid are your clients? Liquid Term shows the number of years a client could live on their current liquid assets at their current lifestyle if neither changed. Learn more about how this enhances your practice: https://hubs.la/Q02NG_h60 #fintech #financialadvisor #wealthtech #finance

Join Jordan Haines, CFP®, and Adam Frederico on Elementality. Learn how financial advisors can streamline their practice with EOS and boost productivity. Don't miss out! https://hubs.la/Q02H-xCk0 #fintech #financialadvisor #wealthtech #finance

Let us help you save time attracting and retaining clients. Book a demo with us to see how: https://hubs.la/Q02Jsl5b0 #fintech #financialadvisor #wealthtech #finance

For business-owner clients, Business Term shows how long they can live off current business equity in a snapshot. Essential for understanding financial health and future steps for business owners. https://hubs.la/Q02Rp2tB0 #fintech #financialadvisor #wealthtech #finance

Discover the 3 essential types of Cash Flow to drive strategic growth. 💸 Financing Cash Flow: Represents cash from net debt and equity activities, evaluating the ability to raise capital and financial strategies. Free Cash Flow to Firm (FCFF): Shows cash remaining after operational and capital expenses, used to gauge financial strength and value. Free Cash Flow to Equity (FCFE): Indicates cash available for shareholder distributions after accounting for all expenses and debt obligations. #FinTekrs #FinTech #Entrepreneurs #Finance #CashFlow #Cash

Let's have a chat! Our experts are always happy to discuss how we can help your business. We have worked for many years with a diverse range of clients within the financial sector so our experience and expertise means we always provide tailored, high quality services. Visit the Contact Us section of our website to organise your 30 minute consultation today! https://lnkd.in/d8ukz3gs #consultation #possibilities #discusswithexperts #expertadvice #digitalsolutions #wealthtech #fintech #finance #