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Capital Connectors
2.4k members ā¢ Free
MPIĀ® Financial Professionals
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Pro Financial Collaboration
122 members ā¢ Free
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2 contributions to Pro Financial Collaboration
Mar '23 ā¢Ā
What is your favorite thing to do to recharge your batteries?
Golf and fly fishing on the New River from a Kayak - My father in-law
4 likes ā¢ Mar '23
Driving up the coast of central California up near Hearst Castle and sometimes stop to watch the Elephant Seals - https://youtube.com/shorts/c80sfHabZP4?feature=share
Feb '23 ā¢Ā
Our Mission/click below to read more
We want to have as many insurance agents and financial planners as possible collaborating, exchanging valuable ideas, and receiving tangible assets (i.e. calculators, spreadsheets, software etc...) and anything else you would want to give away for free. "What you share multiplies and what you withhold diminishes." - W. Clement Stone WHY DO SOME FINANCIAL ADVISORS THRIVE AND THE OTHER 99% DON'T?
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47 members have voted
10 likes ā¢ Mar '23
Today I heard someone say we should never sell products, Only offer options that clients can benefit from. Its much easier for a client to choose an option vs buying a product!
1-2 of 2
@andrew-jenings-1862
YourTaxPlanMan and TaxPlanMan are for only those who want to pay 50% or less in Taxes than what they pay right now!
Active 1d ago
Joined Feb 21, 2023
California
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