Conversations

News alert: AcceleTrex unveils referral exchange that turns trusted conversations into scalable growth – Go Health Pro

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News alert: AcceleTrex unveils referral exchange that turns trusted conversations into scalable growth – Go Health Pro

Miami, FL, Apr. 14, 2025 — Today, AcceleTrex Corporation officially emerged from stealth, unveiling a first-of-its-kind platform that transforms expert referrals into a powerful growth engine for innovators. Grounded in the belief that genuine relationships drive meaningful results, AcceleTrex combines Artificial Intelligence (AI) with Actual Intelligence — the practical expertise of Market Experts — to provide genuine Actionable Intelligence … Read more

Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients – Go Health Pro

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Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients – Go Health Pro

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients’ personal priorities and … Read more