Bob DePasquale, CFP®CAP®

Why attach negativity to abundance and financial security? 🤔 Whether it's paying bills, owning a home, or living comfortably, these are milestones worth celebrating, not judging. 🎉 It's time to detach from limiting beliefs and embrace the freedom that comes with financial stability. Dive In! Discover deeper insights on this episode – Visit The Point Podcast in my bio! #LeadershipDevelopment #TeamBuilding #GrowthMindset #SocialCohesion #CreativityAndInnovation #PersonalResilience #PositiveCulture #CliftonStrengths #ThePointPodcast #Episode55 #AbundanceMindset #FinancialFreedom

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Accelerate Your Goals: Retire by 2025 with These Mindset Shifts Unlock the secrets to achieving your retirement dreams by 2025! Discover how changing your mindset and actions can align with your goals, pushing you to become the person who can achieve financial freedom faster than expected. #GoalSetting #RetirementPlanning #MindsetShift #FinancialFreedom #EntrepreneurTips #BusinessSuccess #PersonalDevelopment #AchieveYourDreams #SuccessMindset #LifeGoals

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Attention advisors with unmotivated clients!! Join us for a free webinar. 9 SPOTS REMAINING (Registration link in comments) Amber J. Slattery and I are all about helping you unlock those challenging conversations and help move your clients forward. Join us for this 60 minute chat where we get to the bottom of those challenging clients. #advisor #succession #familywealth #successionplanning #rockstar #motivation

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Did you know that aligning your finances with your spiritual values can amplify your abundance? *** Our holistic approach to bookkeeping integrates your soul's purpose into every aspect of your financial journey. *** Ready to thrive financially? Let's connect! *** DM me or click the link in the comments to get started TODAY! ** #SpiritualFinance #FinancialAbundance #AbundanceMindset #FinancialEmpowerment #BookkeepingMagic #SoulfulEntrepreneur #FinancialAlignment #SuccessMindset #BookkeepingPartner #ChananBookkeepers

So many implications on DEI. This is precisely why, at Harper Slade Advisors, WBENC Certified, we invite clients to explore who they are vi-sa-vi this doctrine FIRST!!! Everything starts with beliefs that feed perceptions, thoughts, feelings and ultimately choices and behaviors. You must understand what you have been taught to believe about people who are “different” from you… explore how maliable the soil is for DEI seeds to be planted. We all have pockets of hardened soil in this topic… All of us!!

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It’s never too late to hit the reset button on your finances. Whether you’re 20 or 70, you can always start over. I’ve seen clients turn their financial lives around even in their 70s. It’s proof that no matter where you are in your journey, change is possible. After making financial missteps, the key is to have the courage to own them and keep moving forward. Embrace the opportunity to learn and grow, and take control of your financial future with a fresh perspective.

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Reminder on why not to give up. 👇 #insuranceagents #financialadvisors #fintello #advisorlearn #advisoralgorithm #advisors #insuranceadvisors #wealthmanagers #wealthadvisors #cfp #ria #financialplanners #investmentmanagement #assetmanagement #financialplanning #advisoryservice #hnw #socialmedia #linkedinexpert #facebookmarketing #leadsgeneration #salesadvice

🚨Elevate Your Success: Exclusive Networking Event for Financial Growth🚨 Are you ready to level up your financial game? Don’t miss this exclusive, invite-only event designed to empower you with strategies to grow your income and strengthen your credit profile. Join us for an evening of valuable insights, actionable strategies, and networking with like-minded professionals focused on achieving financial excellence. Space is limited, so act fast! Message or DM now to secure your spot at this game-changing event. Take charge of your financial future—this is your moment!

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How to Overcome Financial Shocks and Strengthen Your Relationship Learn how to navigate unexpected financial setbacks and turn them into opportunities for growth and connection. Discover practical strategies to overcome challenges and build a stronger financial bond with your partner. #FinancialStruggles #RelationshipGoals #MoneyMatters #DealingWithChallenges #BuildingFinancialResilience #CouplesFinance #FinancialPlanning #MoneyManagement #OvercomingObstacles #FinancialCommunication

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In episode 224 of the Gratitude Geek Podcast, I had the pleasure of interviewing Ryan Derousseau, CFP®, a fee-only financial adviser who specializes in working with therapists, private practitioners, and the self-employed. Ryan shares his journey from journalism to financial advising and offers invaluable tips on financial education, investing, and business succession planning. Tune in to discover strategies for growing your net worth, teaching kids about money, and navigating the world of cryptocurrency. Don't miss this insightful conversation! 🎧💼 Listen to episode 224 at http://gratitudegeek.com #FinancialEducation #InvestingTips #PersonalFinance #GratitudeGeekPodcast

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Niche Marketing for Financial Advisors #FinancialAdvisor #FinancialAdvisorMarketing #FinancialServices #FinancialServicesMarketing #WealthManagement #WealthManagementMarketing Newest Podcast - Effective Sales Methods with the Author of "ASK"

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Do you take every piece of advice you give your clients? Do you also do things that help that you don’t teach them to do? Are you feeling burnt out and out of alignment with your work for ANY reason? There’s nowhere on the internet that’s safe to discuss these questions and it’s keeping a lot of otherwise smart, committed people stuck. Because if you can’t admit that there’s a problem, it gets infinitely harder to solve it. The truth is that part of being a true expert is embodying the scientific process. And that looks something like this: You have a hypothesis. 👉 You do everything you can to prove the hypothesis wrong. You adapt your hypothesis based on results. Repeat. The problem is that in today’s world, instead of disproving our hypotheses, we’ve been encouraged to p-hack the data into whatever shape the gurus say the market will buy. We’re taught to cover up insecurities and inconvenient questions. “It’s just imposter syndrome”, you’re told. And then you’re told to get over it. 🤦‍♀️ And what you end up with is a process that technically works. That should work. That works on paper but that has a hidden underbelly. That underbelly scares you. And rightly so. Because it does kinda seem like the whole world is avoiding it too. So it becomes like the boogeyman under the bed. You don’t know if it’s actually there, how big it is, whether you could take it down… or anything about it at all… And so your fear of it grows. And avoiding it becomes a habit. You’re not alone. I would be willing to venture that 80% of coaches and “experts” out there live like this. And instead of running away and living scared, I’d love to invite us all to peer under the bed together. To see what’s really there and face it with courage and curiosity. How? ✅ By having group discussions about the various ways that our method works and doesn’t work. ✅ By interviewing the 20% that are true experts on exactly how they got to be that way and how they handled the boogeymen in their method. ✅ By being asked thought-provoking questions that you can reflect on and bring into your work ꩜ This is what I have planned for us in The Process Collective. ✨ As far as I know it will be the world’s first think tank for coaches, consultants and healers to really dig into their unique methods and develop them beyond something “good enough”. I’m talking about excellence. Mastery. Innovation. Work that changes the world. This isn’t everyone’s priority, but I know that for a select few, it’s what gets us out of bed in the morning. 🙋‍♀️ Want in? Here’s your chance to join: https://lnkd.in/e_T_Bud4

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Looking at the landscape of financial advisors, there are roughly 60,000 independent advisors, but being a fiduciary alone doesn't guarantee excellence. A truly outstanding fee-only, financial advisor combines expertise, education, and credentials with a genuine care for their clients. They actively listen to clients' needs, understand their financial fears, and develop tailored plans to address those concerns. This client-centric approach often results in high retention rates, typically around 98% or more, reflecting their effectiveness and commitment to client success. Does your financial advisor pass the test? Learn more and find your outstanding advisor at Wealthramp. #FinancialAdvisor #Fiduciary #FeeOnly #Expertise #Education #Credentials #ClientCare #FinancialPlanning #FinancialFears #PersonalizedAdvice #RetentionRate

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#FinancialAdvisors Do you want to start your day on the right foot? Consider adopting a Morning Success Ritual that primes your thinking to achieve your goals. A positive attitude can make all the difference when it comes to business success. #successritual #positiveattitude #businesscoaching #FinancialAdvisor

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