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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

So, whether you're interested in learning about developing a profitable client niche, how to effectively raise fees to match the planning value being provided, or marketing strategies that can be used to rapidly gain clients within a niche, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Travis Hornsby.

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Number 8860726. now Pontera).

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This Unicorn Startup Launched India’s first UPI-Powered Bank Branch in Bengaluru

Trade Brains

Synopsis- The Bengaluru-based fintech startup Slice has launched its first-ever UPI-powered digital branch, modernizing the banking sector. The first-ever digital branch is here, as Bengaluru-based startup Slice has introduced its first UPI-powered branch in the heart of India’s Silicon Valley.

Startup 52
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Tax Savings Tips for Startups

Harness Wealth

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. Strategic tax planning serves both to keep companies on the right side of IRS regulations and to preserve necessary capital during those precarious early stages when the startup is most vulnerable.

Startup 52
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Why Fintech API Platform Is Boosting the Fintech Industry

Trade Brains

By contrast, fintech startups and digital banks are using APIs to launch services with speed and agility. As a result, startups can innovate faster, and established players can adapt to changing consumer behavior more effectively. Within just a few years, they’ve reshaped how institutions build, scale, and offer services to end users.

Startup 59
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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

which is a good bit north of Lexington and just across the river from Cincinnati, Ohio (sorry, I love geography and startup origin stories). In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. Number 8860726. Your brand always visible. now Pontera).

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

I’ve known Kanishk a few years and he has been around the block when it comes to the developer world, having sold his first startup to Fitbit (which is now owned by Google) and his second to Addepar, where he met Tully. Their current startup, Powder, is all about helping firms build operational efficiency. Number 8860726. now Pontera).