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One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.
I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Instead of pushing them to sell their company stock and transfer the proceeds to me so I can build a diversified portfolio, we use a significant portion of the proceeds to accelerate debt payoff.
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