Flourish’s Post

Join tomorrow's webinar to learn how to get started with Flourish’s new RightCapital integration.

We're excited to announce the launch of our integration with RightCapital, a planning tool used by financial advisors. Advisors can now enable a data feed integration and gain a complete view of client Flourish accounts within RightCapital. "A solid financial plan starts with an accurate snapshot of clients' entire financial lives," said Bradley Mendel, CFP®, EA, Wealth Advisor at Mendel Money Management. "Having visibility into clients' cash holdings can make a big difference, as clients often hold more cash than we think they do. With Flourish data appearing in RightCapital, we don't have to ask clients for balances, eliminating a time consuming and error-prone step in the planning process. Better plans drive better financial outcomes for clients, and that's always the goal." Learn more and get started with our guide: https://lnkd.in/eMGpwyD7 #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information. Flourish Financial LLC and RightCapital are separate and unaffiliated entities. This feedback may not be representative of the experience of other customers, and is not a guarantee of future performance or success.

We caught up with financial advisor Christopher R. Byrne and he shared how he helps manage his family's $470M firm. He was also candid on what it means to be the youngest person in the room and the value of holding back from proving yourself and instead truly listening to clients. You can say hello to Chris at the next #ExchangeETF, and read his insights here: https://lnkd.in/gKSrS5hg #FinancialAdvisor #FinancialAdvising #FinancialPlanner

We're so grateful Jack Sharry spoke with Reese Harper, CFP® for a deep dive into Elements revolutionary impact on financial advising. Tune in here: https://hubs.la/Q02shqB70 #fintech #financialplanning #financialadvisor #wealthtech

The Power of Dividend Investing with A2Z Financial Consultants. Join us as we demystify dividend investing, exploring how these regular payouts can fuel your financial goals and secure your future. #DividendInvesting #FinancialStrategy #A2ZConsulting 💼💰

RISR Secures $1.5M to Enhance Financial Advisor Engagement Learn more & get our take 👇 https://lnkd.in/gA7pavs8 "We believe deeply in the work that advisors do, which often blends tactics with the art of understanding a business owner’s hopes, dreams and desires. At RISR, we are hyper-focused on helping advisors better serve business owners. Sixty-five percent of them don’t have an advisor, and that doesn’t sit right with us. We designed our platform to change that." — Jason Early, Founder and CEO at RISR "RISR has assembled an exceptional team to address a pressing need. Amid a significant decline in the number of publicly listed companies, attention has been shifting to the private market, and the owners of those companies desperately need sound advice." — Kevin Lucey, Investor and Advisory Board Member at RISR #FinTech #WealthManagement #SoFNews

Dive into a realm of experienced and verified advisors, each with a unique touch. UpCapita is here to revolutionize your wealth management journey, ensuring that every step you take is guided by expertise tailored just for you. Say goodbye to one-size-fits-all solutions and embrace a future where your financial goals are met with precision and care. Launching Matchmakers of expert advice soon! . . . . #financegoals #wealthbuilding #wealthmanagement #wealthymindset #financetips #financehub #financement #financetips #financecoach #financegoals #financeexpert #financeexperts #FinanceExpertise #expertadvisor #wealthmanagement #financemanagement #advisor #advisoryservices #financialadvisor

Now THIS calls for a celebration! 🎉 Today we mark Wealthbox’s 114th integration release, and this one’s with a biggie: LPL Financial’s ClientWorks platform! LPL-affiliated advisors can now get in the groove and access their ClientWorks data from within Wealthbox CRM software. 👏 So what's been enhanced? This partnership deploys new and improved integration touchpoints between our systems for the benefit of our mutual customers, to whom we express our gratitude for their feedback and support. To LPL advisors: Thanks for trusting in Wealthbox for your CRM needs! Know that beyond this new integration, the Wealthbox product roadmap is marked with upcoming feature releases to make your daily work life better. Automations, analytics, reporting, add-on products, and more are coming your way that will create a ripple effect of growth for your business. Stay tuned. 😎 And if you’re not yet a Wealthbox customer, sign up today. We’re waving you in. 👋 Improved communication, higher productivity, and better business outcomes await you. #news #lpl #wealthbox #integration #techpartnership #techintegration #advisortech #wealthtech #fintech #crm #advisorcrm

"Step into the world of financial finesse with Velvet Capital. 💼✨ Smart investing, strategic growth – where every decision is as smooth as velvet. Your journey to financial success starts here! 🚀💰 #VelvetCapital #SmartInvesting #FinancialFinesse" #Velvetcapital #Defi #Portfolio #Airdrop & https://lnkd.in/gT9SGeUi

In today’s Tech Driven Financial Management video I’m talking about LPL's AccountView for clients! This tool has been an invaluable asset, providing me with quick and easy access to my clients' investments as well as a quick look for clients to check on their portfolios as well. I appreciate that LPL is constantly striving to improve upon this already-great platform each year. Thank you, LPL Financial for helping me better serve my clients! #investing #financialplanning #financialwellness