Oasis Financial’s Post

Your reputation is your most valuable asset in building a thriving private practice. 🌟💼 Become a beacon of positivity and hard work in your community to attract more clients who trust in your expertise and dedication. 🙌 #ReputationMatters #PrivatePracticeSuccess

Asking financial advisors what they want to be when they grow up may seem like an odd question. However, Elite Consulting Partners CEO and FASS Founding Member, Frank LaRosa, has discovered that this question is the surest way to get a prospective client to clarify their thought process and define their goals.  If you happened to miss Frank during the live session, be sure to head over to the FASS community feed to watch the full recording.  If you aren’t a member of the FASS community, be sure to visit joinfass.com for more information. #FinancialAdvisorSuccessSyndicate #FASS #FinancialSuccess #FinancialServices #FrankLaRosa #Community #FinancialAdvisors 

*******BREAKING NEWS******* I bumped into Keith Downie from Sky Sports recently and seeing as he is linked to 'BREAKING NEWS' moments, I thought it apt to use this image to share the agenda for the next ZEDRA Group Do More Achieve More Estate Planning Webinar. The date is the Tuesday 31st October 1030 - 1200 and we have another spooktacular line up for everyone. First up, we have Katie Johnson joining us from Today's Wills & Probate who will be sharing the hot stories of the last month and I'm sure the huge success of BWAPs will be discussed. Next up, we have the engaging Martin P Holdsworth from IDR Law doing a session on Larke vs Negus requests. Hopefully you'll never get one but what would you do if you did ? Our final session will be delivered by Oliver Asha - TEP from Capacity Vault. The session will be focusing on "An update on wills and capacity since the pandemic". Capacity Vault are an award winning firm who recently won Best use of technology and Best Innovation at the Modern Law Awards and are popular on the estate planning conference circuit. If you want to be part of this relaxed and informative group, then please put your email address below in the comments or message me directly and I'll add you to the distribution list. The TEAMs link will be sent out by Monday 30th and you don't have to be a partner of ZEDRA to attend. Just a willingness to learn and explore new ways of working and improving your business. #wills #probate #trusts #DoMoreAchieveMore

On Monday, Elijah Keyes, J.D., LL.M. had the privilege of presenting a seminar on living trusts and estate planning at Acer, and we couldn't be more grateful for the opportunity. We'd like to extend a big thank you to Acer and Diane Vu for hosting us. It was an enlightening session where we shared valuable insights on how to secure a lasting legacy. It's always a pleasure to engage with professionals and discuss the importance of estate planning. #EstatePlanning #LivingTrusts #AcerSeminar #SecuringYourLegacy #KeyesLawGroup #ProfessionalDevelopment

Happy #NationalLollipopDay! If you enjoyed your experience getting your #will or #trust done with #PlanWellLegal, we'd love to help your friends and family with their #estateplanning too! 🍭 #PlanWell #PlanWellLegal #EstatePlanning #SimpleStraightforwardWillsandTrusts #AffordableWills #NCEstatePlanning

It's #AskAshley Day! Ever wondered what documents you need for a solid estate plan? Ashley here, ready to break it down! Here are some key players: ✅Last Will & Testament: Outlines how you want your assets distributed. ✅Revocable Living Trust: Manage assets during your lifetime and avoid probate. ✅Pour-Over Will: Ensures any assets outside the trust go where you want. ✅Financial & Medical Power of Attorney: Designate trusted individuals to make financial or medical decisions if you can't. ✅Advance Directive/Living Will: Specify your medical wishes for end-of-life care. ✅HIPAA Authorization Form: Allows healthcare providers to share your medical information with designated individuals. Do any of these documents confuse you? Ask your questions below! ⬇️ #GanttLegacyLaw #EstatePlanning #Probate

IRS problems 🤔 Access Cornerstone Tax & Insurance Advisors can help!

Don't just take our word for it. Read what our valued clients have to say about their experience with Jackson & Whitaker. Trust the testimonials of those who have benefited from our expertise and dedication: https://hubs.ly/Q02hBQrZ0 #ClientFeedback #TrustedAdvisor #FinancialJourney

In the universe of #eldercare and #seniorservices, there are deep potential connections with those professionals who focus on tax, legal, financial, and medical issues. Consider attending the next Estate Planning Group Network meeting to meet resourceful professionals in your area. If there isn’t a local meeting, consider starting one (the meetings are fully “turnkey” while you shine as a leader in your community). EstatePlanningGroups.com

Proud moment to see this is The Times being listed as one of the Top Rated Advisers in the UK by VouchedFor! 🍾🌟🍾🌟 Thank you for all the wonderful client reviews in 2023 and of course the support of the amazing VIVA Wealth team - really couldn't do it without you all 😀 #toprated #trusted #financialadvice #financialplanning