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In the second episode of Digital Finance Today podcast series Kati Suominen, founder and CEO of TradeUp, and Mari Tomunen, Head of Business Development of Grow VC Group, discuss about how globalising companies can raise capital, how exporting c
In this dynamic episode Saeed Hassan, Managing Partner of Grow Advisors discusses with Bjorn Bjercke “Mr. Bitcoin Norway”, Co-Founder, CTO and COO of NorChain, and Alex Medana, CEO of WIP Solutions. How important blockchain really is and can it
In this (inaugural) episode with Markus Lampinen, CEO Crowd Valley and Saeed Hassan, Managing Partner of Grow Advisors, we introduce the podcast series, talk about finance market changes, market resistance and look ahead to the impact around th
Succession Planning for Business Owners, Financial Advisors - and INVESTORSSuccession Planning: 7 Critical StepsSuccession planning is a critical process that impacts both investors and their investment advisors. Understanding this process ensu
Purpose-Centered Financial PlanningFor Women of Wealth, Business Leaders, and Financial Planning Professionals Purpose-Centered Financial Planning: Aligning Your Financial Goals with Your ValuesIn today's complex financial landscape, many indiv
Max Dixon Inspired Library for Doug Carter, The Brazos River, and Mother's DayThe Salty Advisor Podcast May 10, 2024Season 3Episode 1•Introducing The Doug Carter Library•The Brazos River Update •Happy Mother’s Day•What’s NextExecutive Life Coac
Day 7: Clarifying What Matters Most - to You 📽‼️Welcome to Day 7 of "30 Days to Make Your Money Count." Today, we embark on a journey of self-discovery and clarity as we explore the importance of defining what matters most to you.Click Here to
Meet The Millionaire Next DoorThe Millionaire Next Door was written by Thomas J. Stanley and William D. Danko. The Millionaire Next Door was originally published in 1996.The book explores the concept of wealth accumulation and challenges common
30 Days to Make Your Money Count Over the last decade a small, secret group of Jesus Followers have been working to raise up a new breed of wealth managers. This special group of wealth managers is focused on helping people create a better pla
Amazon Employee Investment StrategiesHey Amazon employees, welcome to an enlightening episode of The Missional Money Podcast. Today, we're exploring Amazon 401k Optimization Strategies with an eye on maximizing returns and minimizing risk. Back
Client Onboarding ProcessWelcome to BayRock! Our Client Onboarding Process is designed to set the stage for your financial success. Our MissionAt BayRock, we’re dedicated to helping individual investors, families, and business owners manage the
What is Fiduciary Advice?What is Fiduciary Advice by InvestopediaWhat is Fiduciary? Let's Ask ClarkIndependent Fiduciary Advice vs. Financial AdvisorFiduciary Advice vs. Financial Planning EducationFiduciary Advice vs. Financial Coaching Indepe
Missional Money Membership Offer for Financial AdvisorsMissional Money Membership for Financial Advisors. Get full access to our RightCapital Planning Portal, all Premium Courses, What Matters Most, The Blueprint, and much more. Lock in our in
Bucket List: buck·et listINFORMAL nouna number of experiences or achievements that a person hopes to have or accomplish during their lifetime."making this trip is the first thing on my bucket list"What's On Your Bucket List?Do you have a Bucket
Asking for ReferralsIn today’s episode, I'll be talking with my friend Mark Pace about The Referral Multiplier. Over the years, we've been blessed to get a steady stream of referrals from clients, friends, and associates. But "Asking for Referr
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