Levelset, a Procore Company’s Post

January often brings tight budgets and financial worries. If you're feeling the strain, you're not alone. But what if this month could mark the beginning of your financial transformation? Discover how a property strategy called Deal Packaging can offer an additional income stream. Join us at our next Deal Packaging Discovery Day and start your journey. Don't miss out on securing your FREE spot at this exclusive face-to-face event. Places are strictly limited to ensure personalized attention. Register now to avoid disappointment!  LIVE Deal Packaging Training Session | Tuesday 16th January https://lnkd.in/ent5v59f 2024 #DealPackaging #FinancialFreedom #PropertyInvesting 🚀🏡"

Quit the Valuation Rat Race! Start Your Own Adventure ! 🚀🏡 Ready to escape the corporate maze? GoSmartValue invites valuers to join the adventure of being their own boss. Subscribe and embark on a journey where you set the rules. Your independence begins with a single click!

Quit the Valuation Rat Race! Start Your Own Adventure ! 🚀🏡 Ready to escape the corporate maze? GoSmartValue invites valuers to join the adventure of being their own boss. Subscribe and embark on a journey where you set the rules. Your independence begins with a single click!

To build or to buy. That is the question .... Join our webinar on April 24 to listen in on the experts exploring the topic in detail - and join the debate!!

Hey, Financial Fam! Ever wished you could spill the beans on how your broker dealer could level up your work experience? Well, who wouldn't? But let's be real – it can feel like a total awkward fest, right? Enter Alanah Phillips, MBA , the brains behind Advisor Launch Lab and Break Up With Your Broker Dealer. She's not your average expert; she understands what makes financial advisors tick and what the industry's all about. Ready for a sneak peek into the upcoming D.A.M. Livestream: Breaking Up With Your Broker Dealer In 2024? We're dishing out the top reasons advisors are calling it quits with their broker dealers this year. Got a craving for more insider info? Secure your spot for the live event on January 18th @ 12:00 CST 👉 https://lnkd.in/exeviW83 Oh, and spill the tea in the comments – what made you bid adieu to your broker dealer? ☕💬 Let's chat! #DAM #GrowYourBusiness #Livestream #FinancialAdvisor #RIAs #FinancialPlanners #AustinTX #BreakUp #NewYear 🚀

💡 To re-card or not to re-card is not even a question according to Thorbjørn Fink, better question is whether to Build or Buy your card program. 📅 Join our webinar “Card Programs, Build or Buy?” on 24 April with experts like Thorbjørn from Pleo, Masha Cilliers from Payment Options Ltd, Victor Kotnik from Deloitte, Sharon Robson and Philip Mikal from Enfuce as they have their say. It’s bound to challenge you. 👉 Click here to join and be one of the first to receive our report and documentary film “The Builder’s Guide to Strangely Satisfying Card Experiences": https://lnkd.in/di7ZJN3M

BEAN-YYC TONIGHT - Eventbrite says it is sold out, but there is still room for you to join a group of your fellow trusted business advisors (i.e. accountants, lawyers, tax specialists, brokers, bankers, personal financial planners, M&A advisors, consultants, etc.) at THE CALGARY BUSINESS EXIT ADVISOR NETWORK (BEAN-YYC) tonight. View the attachment in full screen and you can download it or use the links to register on the waitlist. Then just come, there is room for everyone. BEAN is for anyone who are trusted advisors for business owners. Every business owner deserves a maximum-value exit, but only 1 in 20 succeed. A successful transition takes a great advisory team to ensure owners have the personal & financial legacy they truly desire. Effectively, you want to do everything you can to better serve your clients, which makes you the natural quarterback for an Exit Advisor Team. The most value you can provide to your business owner clients is to quarterback their exit advisor team FOR THEM. If they could have, they already would have. BEAN is where you can find the people, processes, tools and resources you need to better serve your client's transition needs. Think of it as a virtual bench of collaborative trusted business advisors, with every sort of expertise, whom you can recruit for your teams. Together we can give business owners the right advice & support at the right time to ensure their success. Join us in sharing expertise & building our networks through active, engaging discussion on where we all fit & how we can create more value for each other by participating as part of an exit/transition/deal-making advisory team. In this online meetup we will have small group discussions to explore: 1) The Business Exit/Transition Timeline & Value Chain 2) Self-introductions, How You Create Value for Your Clients, & Where You Fit in the Exit Lifecycle & the Exit/Business Growth Teams 3) How Others Fit in the Advisory Teams & Potential Synergies 4) How We Can Work Together to Collaboratively Grow Our Businesses & Better Serve Our Clients If you can't make the meeting, join the BEAN-YYC LinkedIn Group @ https://lnkd.in/gFB7QK2y to stay connected.

💡 A really interesting session for those considering to further develop or add card payments within or complementary to your business ➡ a comprehensive set of experts, from product, operations and tech, will debate the build or buy question on April 24 ⚡

Attention Financial Advisors & Directors! Reminder: Looking forward to seeing you join me for my interactive Masterclass tomorrow 1pm SAST where I will reveal the unique secrets of how to master change and create certainty for yourselves and your clients in uncertain world... that led to doubling of entire teams' performance in 4 short months. #salescoaching #financialadvisor #financialservicesmarketing #businessdevelopment #professionalservices #Oldmutual #Discovery #Fairbairn #Liberty #Investec #personaldevelopment #careerdevelopment

This week, I've witnessed the power of celebrating small wins, both in my work and in the businesses I mentor. Whether it's reconciling a tricky account or finally understanding a complex financial concept, every small victory brings us closer to our goals. Remember, it's the small wins that pave the way for big achievements. What small win are you celebrating this week? #SmallWins #BookkeepingVictories #BusinessGrowth