Startup Times’ Post

What happens when we shift from a scarcity mindset to one of abundance? What kind of impact could this have on wealth management? In this VettaFi Advisor Perspectives article, Summit CEO and co-founder Reed Colley dives deep into the importance of shifting focus from mere financial calculations to centering clients' values in wealth management. He emphasizes the power of an abundance mindset and how it can unlock remarkable possibilities in this industry. From fostering strong relationships to helping clients achieve their goals, Reed discusses how putting client values first can transform financial advising into an empathetic journey. Discover how modern advisors can go beyond calculators and investment models to connect deeply with clients and elevate their values to the forefront. Read the full article for a fresh perspective on financial planning and how Summit is driving this transformative change: https://bit.ly/44vvtjC #Summit #WealthManagement #AbundanceMindset #Human-Centered #FinTech

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📈 Understanding Equity Share Capital: A Comprehensive Guide 🚀 . . Want to understand Equity Share Capital? Our latest content explains this concept in brief. Whether you're an experienced investor or new to the game, understanding equity share capital is key to knowing a company's financial setup. . . 🔍 What You'll Learn: - Meaning of Equity Share Capital - Real-World Examples of its application - Types of Equity Shares - Benefits and Limitations of Equity Share Capital - Comparison between Equity Share Capital and Securities Premium - Impact of Issuing Shares on Equity Share Capital . . 👉 Read now and get ahead in your investing journey. 🔗Link in Bio! . . #CorporateFinance #ShareCapital #FinancialLiteracy #InvestmentEducation #Equity Share Capital #StockMarket #Finance #TheUpperCircuits

How are Wealthtech Tools Improving Financial Inclusion? We look into how wealthtech tools are improving financial inclusion with 10x Investments, TruStage Ventures, J.D. Power and Spectrum Search. Read More: https://lnkd.in/eTrgcNZY

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🎯 Mastering Asset Allocation for Financial Success 💡 In this video, we dive deep into the art of Asset Allocation, the key to building a well-balanced and resilient investment portfolio. Whether you're looking to grow your wealth or protect your financial future, understanding how to distribute your investments across asset classes is critical. Learn how to strike the right balance between risk and reward to meet your financial goals. 💼📊 Watch now to discover the strategies behind smart investing and how it can pave the way to financial independence! 🚀 Contact Me at 9820040414 for details #AssetAllocation #FinancialPlanning #InvestSmart #WealthManagement #PortfolioDiversification #RiskManagement #FinancialGoals #InvestmentStrategies #ArthaMitra #RagaasFinserve #SantoshKarthik #InvestingTips #FinancialFreedom #SecureYourFuture

Unleash the power of finance at once! 💸💼 Dive into a world of opportunities, where every transaction is a key to unlocking prosperity. 🌐 Master the art of managing assets, navigating markets, and building wealth. 📈💡 To know more use the link below https://lnkd.in/gxFJ-qYB . . . #FinancialFreedom 💰 #WealthBuilding 🚀 #MoneyMastery