“Ricardo gave an insightful and entertaining talk about momentum building and social change at at our Take Back Your Tech event. His presentation was both practical - full of useful advice for the audience of nonprofit organizations - and inspiring as he shared a story about how much one can do with few resources and a lot of motivation. Ricardo was also approachable and engaging throughout the Q&A with the audience and I’d happily recommend him for any speaking engagement.”
Services
Recommendations received
23 people have recommended Ricardo
Join now to viewOther similar profiles
Explore more posts
-
Durrell Communications
YNCU is in the media! YNCU Certified Financial Planner, Grant Galloway from Wealth Your Way, spoke to CTV about taking a wallet-friendly approach this Fall season. With rising costs, it is crucial to review your savings goals while sticking to a budget– without missing out on fun Fall activities! Gearing up for the holidays, Grant emphasizes the importance of setting up your financial game plan for the season of spending, ensuring you kick off the new year with confidence. Don’t miss this insightful discussion! Find the link here: https://lnkd.in/eDnUFgJz #Clientinthenews #FallFinances #YNCU
-
Compounding Dreams
5 Money Mistakes You Can’t Afford to Make! Financial freedom starts with avoiding common pitfalls. From overspending on non-essentials to neglecting your emergency fund, these mistakes can derail your financial goals. Ready to take control? Learn how to steer clear of these traps and pave your way to a secure future! #FinancialFreedom #SmartMoneyMoves #PersonalFinanceTips
-
eVestech
📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02wykhL0 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research
-
eVestech
📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02wyqdj0 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research
-
eVestech
📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02BzM5x0 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research
-
eVestech
📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02BzC8l0 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research
-
eVestech
📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02GNBbK0 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research
-
eVestech
📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02GNtD90 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research
-
eVestech
📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02GNzCd0 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research
-
eVestech
📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02GNtTb0 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research
-
eVestech
📣 Investment advisors, listen up! Communication is key when it comes to retaining clients and gaining referrals. In fact, according to research by YCharts, 9 out of 10 investors agree that an advisor's frequency and style of communication is a crucial factor in their decision to retain and refer the advisor. And if you're dealing with clients who have at least $500K in investment assets, over 50% of them wish you would contact them more often about their investments. Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02GNtlD0 #4trends #eVestech #clientcommunication #financialadvisors #communication #investments #research
-
CF Canada Financial
😀 Did you know you could earn money by referring friends, family and colleagues to Canada Financial? 💰 CF advisors can earn a referral fee for referrals they make. 👉 Not a CF advisor? If you work in a complementary industry and have clients to refer for financial services, you could earn too! #AffiliateProgram #ReferralProgram #ReferralFees #PassiveIncome #canadafinancial #financialadvisor #financialplanning #canadainsurance #investmentadvisor #wealthmanagement #financialservices #financialadvice #independentadvisor
-
Success Credit Union
Unlock the key to financial wellness with our latest guide. Our latest blog post dives into the essential steps to building financial wellness, tailored just for our Success Credit Union members. Start your journey to a thriving financial future now! https://lnkd.in/gU_uUG-7 #FinancialWellness #SuccessCreditUnion
-
Great Lakes Wealth
Looking to secure your financial future and retirement? Don't wait any longer to start investing. With the right plan and guidance from Great Lakes Wealth, you can take control of your financial well-being and work towards achieving your long-term goals. Contact us today to speak with one of our experienced financial advisors and get started on your path to financial success! ➡️ greatlakeswealth.us/ #GreatLakesWealth #Investments #FinancialAdvisor #Goals #FinancialFreedom #LiveYourBestLife
-
Schulz Financial Group
Let's discuss your investment goals and objectives. Would you like a second opinion on your current investment portfolio? What opportunities or challenges are you facing in making investment decisions. Let's explore strategies and collaborate to make a plan that works for you. #SchulzFinancialGroup #Investment #Financial #FinancialPlanningMonth
-
HeyAdvisor
As we step into a new season, we are excited to announce three additions to the content library at HeyAdvisor! 🌼 💥 "Navigating Divorce: 5 Things to Avoid" Video 💥 "Unlocking Potential with Group RRSPs" Video 💥 "Secured vs. Unsecured Debt" Infographic #ContentForFinancialAdvisors #ClientEducation #ModernAdvisor
-
CFP Board
Ready to grow your business and show clients the value of your CFP® credential? CFP Board’s “Market Yourself” bundle is designed to complement the “What is the CERTIFIED FINANCIAL PLANNER™ Certification?” brochure. This bundle includes a brochure holder with a business card slot and an assortment of promotional giveaways, all aimed at reinforcing the message that “It’s Gotta Be a CFP®.” Check it out here: https://lnkd.in/eMkUVH7U #CFPpro #FinancialPlanning
-
Empfin Solutions
TIP OF THE WEEK: ADJUSTING TO A DECREASE IN INCOME Prioritise and Simplify! When facing a reduction in income, it’s crucial to take a proactive approach to your finances. Start by reviewing your budget and prioritizing essential expenses like housing, utilities, and groceries. Next, look for areas where you can cut back—such as dining out, subscriptions, or non-essential shopping. Simplifying your lifestyle and focusing on needs over wants can help you manage the transition more smoothly and reduce financial stress. Remember, adjusting your budget now will help you stay financially secure in the long run! www.empfinsolutions.co.za #TipOfTheWeek #IncomeChange #Budgeting #FinancialPlanning #MoneyManagement #FinancialStability #LivingWithinYourMeans
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More