Chuck Sulerzyski

If you’re looking to lead your own financial planning firm, don’t underestimate the shift from financial advisor to CEO. To transition successfully, you need a financial advisor development program that helps you build the mindset, skills and habits of a CEO and business owner. Learn about the 7 differences between a financial advisor and a CEO — and what to look for in a financial advisor development program. https://lnkd.in/g-JWrhMe #financialadvisor #financialadvisory #leadershipdevelopment #ceomindset

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Watch as Cetera Financial Group CFO Jeff Buchheister covers key considerations for advisors thinking about succession planning and how Cetera's Legacy Builder program can help today's M&A activity 👉 https://lnkd.in/dCswhwXD Jeff also shares trends in independent vs. W2 employee models for advisors, what the recent reinvestment from Cetera's #PrivateEquity partner means for the future of the company and its advisors.

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For financial advice professionals. How to....

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Discover how to identify and overcome money blocks to transform financial challenges into opportunities for growth and success.

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We are in a new interest rate easing cycle, with inflation slowing and labor data softening. With 2 Fed FOMC meetings left this year, how will the latest data shape the Fed’s decisions on interest rates? Click here for the latest Cetera Investment Management Fed Monitor: https://lnkd.in/g9zKAUsJ

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Ready to secure your family's future for generations to come? Watch our on-demand webinar with Erik Waldron, Financial Advisor with CUSO Financial Services, as he breaks down the key aspects of multi-generational planning. From family goals to estate and beneficiary planning, this session will give you the tools to create a plan that benefits every generation.

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Financial planning goes beyond just budgeting, saving, and investing. HBK Senior Financial Advisor Ryan Hawk, CFP®, CTFA shares seven essential elements for making your financial plan truly comprehensive. Don't miss out on key strategies that address your long-term needs and help secure your financial future. #FinancialPlanning #LongTermSuccess #ComprehensiveWealthManagement #FinancialEssentials

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Ever felt like financial planning is a puzzle you just can’t seem to solve? Let’s change that. Introducing the Financial Puzzle Playbook. 🎤 In this brand-new podcast series, Jim Sumpter, CFP®, will guide listeners through money matters and ways to make smarter financial decisions. Check out the inaugural episode! https://bit.ly/FPP_EP_1 #FinancialPuzzlePlaybook #FinancialPlanning #FinancialEducation #LearnAboutMoney

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💡 Transform your practice as a Certified Income Advisor (CIA)! Are you ready to deliver greater value and deeper insights to your clients? Becoming a Certified Income Advisor (CIA) is your key to becoming a trusted expert in income planning and cash flow management. Through the program, you’ll get access to: ✔️ Specialized trainings by segment (e.g. business owners, retirees, etc.) ✔️ Your personalized code to share your discount with your network. Earn a 10% commission on monthly referrals’ subscriptions. ✔️ CIA exclusive brand kit with images, social media, and email copy support Whether you’re looking to grow your practice or provide unparalleled service, the CIA program gives you the tools to succeed. 🌟 Your next career milestone is just a click away. Explore the program: https://hubs.li/Q02YC6t00 #CertifiedIncomeAdvisor #Currence

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Wealth Advisor Jason Willits, CFP®, CTFA, ATFA is here to answer your common wealth management questions. How can you avoid falling victim to fraud? Jason shares his best tips to help you keep your information safe.

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National Financial Advisor Day is this week. In honor of that, we have some tips on why you may need a financial professional. 🔗https://lnkd.in/gAPPMhtF #ThiesenDueker #NationalFinancialAdvisorDay

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