system

#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra – Go Health Pro

by
#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra – Go Health Pro

Welcome everyone! Welcome to the 425th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Sebastian Guerra. Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What’s unique about … Read more

Chinese EV leader BYD to offer ‘God’s Eye’ self-driving system on all models – Go Health Pro

by
Chinese EV leader BYD to offer ‘God’s Eye’ self-driving system on all models – Go Health Pro

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. BYD, the Chinese electric vehicle maker that is Tesla’s biggest rival, has unveiled an advanced self-driving system that it plans to install on its entire model line-up including the Rmb70,000 ($9,600) Seagull budget hatchback.  Dubbed … Read more

Triple-I Blog | Louisiana Reforms: Progress, But MoreIs Needed to StemLegal System Abuse – Go Health Pro

by
Triple-I Blog | Louisiana Reforms: Progress, But MoreIs Needed to StemLegal System Abuse – Go Health Pro

Reforms put in place in 2024 are a positive move toward repairing Louisiana’s insurance market, which has long suffered from excessive claims litigation and attorney involvement that drive up costs and, ultimately, premium rates. But more work is needed, Triple-I says in its latest Issues Brief. Research by the Insurance Research Council (IRC) – like … Read more

Navigating The Europe Entry/Exit System – Go Health Pro

by
Navigating The Europe Entry/Exit System – Go Health Pro

As the European Union modernizes its border security, travelers to and from the EU will encounter the Europe Entry/Exit System (EES). This is a new automated mechanism for tracking non-EU visitors. The EES is designed to enhance security and streamline processes. It replaces traditional passport stamps with biometric verification and digital records. In this blog, … Read more

10 Must-Ask Questions Before You Choose an Agency Management System – Go Health Pro

by
10 Must-Ask Questions Before You Choose an Agency Management System – Go Health Pro

This post is part of a series sponsored by EZLynx. Management systems can make or break a new agency. In the best cases, an agency management system (AMS) can be the behind-the-scenes mastermind keeping everything running smoothly – like that most productive employee who always has your back. For those who have experienced the worst-case-scenario … Read more

x