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Tobias Financial
OCTOBER 12, 2023
The Latino community is making significant strides in the U.S. According to Catalina, empowering the Latino community financially requires knowledge, advocacy, and strategic planning. The post Financial Planning for the Latino Community appeared first on www.tobiasfinancial.com.
Nerd's Eye View
JULY 12, 2022
What's unique about Kamila, though, is how she and her partners built an independent advisory firm, comprised entirely of Black CFP professionals, dedicated to supporting the creation of wealth for BIPOC and other underserved communities with a model that simply charges them for advice… even if they don’t have assets (or at least, not yet). (..)
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Million Dollar Round Table (MDRT)
NOVEMBER 21, 2023
Once people reach a certain level of wealth and success, they tend to give back to the community. How does community involvement get you in front of wealthy people? By Bryce Sanders Consider two statements: The wealthy like their privacy. The first statement makes the high-net-worth difficult to prospect. Fundraising.
Wealth Management
NOVEMBER 27, 2023
Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits.
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How are some regional banks outperforming their bigger rivals? The answer may lie in their early adoption of digital lending as a core service. Digital lending technologies are helping banks make the transition faster so they can compete more effectively.
Million Dollar Round Table (MDRT)
MARCH 30, 2023
By Bryce Sanders Many agents and financial advisors give back to their community. They also realize joining the right organizations can provide an entry into the high-net-worth community. They do it because it is the right thing to do and they’re grateful they can help others.
Advisor Perspectives
JUNE 3, 2024
In this article, I provide a basic framework for understanding and developing a lifelong plan for a person with disabilities. I’ll introduce matters as they relate to establishing a well thought out and comprehensive plan that ties together life, public benefit, and resource planning as well as financial and legal planning.
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This eBook explains the features of a Business Lending Platform that community banks should make their top priorities when evaluating any business lending software. What should you look for in a Business Lending Platform?
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Community banks are at risk of losing their core business to the companies innovating in the paytech and lendtech spaces. On the surface, things are going well for community and regional banks and credit unions. Read this eBook to understand how to counteract the key threats to community banks coming from the tech industry.
Speaker: Lynnette Khalfani-Cox, The Money Coach®
From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services. Niche markets represent a huge opportunity for the financial services industry in America.
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