Caribou @caribou_wealth
We see a world where healthcare doesn’t get in the way of living ✨ Healthcare planning software for the financial services industry. caribouwealth.com San Francisco, CA Joined September 2019-
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Check out Lena McQuillen's, Director of Financial Planning at Bailard, Inc. (a Caribou customer!), insights on how HSAs can be used throughout your life — including in retirement — to help combat the high cost of healthcare: bailard.com/navigating-sky…
We've been meaning to get this one on the books for a while, and it's finally happening! I am so excited that @chris_simone of @caribou_wealth will be joining me on the #WealthStack podcast on 4/29 to discuss the intersection of healthcare and finance. Be sure to submit your Qs!
The problem with an average estimate for healthcare costs in retirement is exactly that: It’s an average estimate. Your clients aren't average, and neither are their financial plans. rethinking65.com/2024/04/25/hea… @rethinking65 @chris_simone
⏰ Less than an hour until today's webinar! There's still time to save your spot: app.livestorm.co/caribouwealth/…
Check out our CEO's latest article for @Vetta_Fi /Advisor Perspectives to learn what #HNWI clients want (and expect) from their #FinancialAdvisors 📰 advisorperspectives.com/articles/2024/… @chris_simone
Excellent article featuring @Feraud_Calixte, who's a senior financial advisor with Modera Wealth Management (a Caribou customer!) Check out the @investmentnews article to learn how Feraud and Modera serve healthcare professionals ⬇ investmentnews.com/business-devel…
“It’s been a game changer for the level of engagement & depth of conversations with my clients.” - Russ Thornton, Wealthcare for Women (@WealthcareWay) Click the link below to see how Russ uses Caribou to create a unique experience for his clients! bit.ly/3xRKEqM
📝 Happy Tax Day 2024! We are so grateful for all the finance professionals who've worked tirelessly this season. Your dedication ensures financial security and peace of mind for countless families. Way to go! 💪 🎉
“My clients are high net worth so they don’t worry about healthcare costs.” 🤦♀️ This assumption creates a HUGE missed opportunity for advisors! Register for our free webinar to learn all about how #HealthcarePlanning benefits you & your #HNW clients 🔽 app.livestorm.co/caribouwealth/…
Check out @chris_simone's Retirement Tax Services podcast episode to learn: ✅ How marketplace insurance can create 5-figure tax credits. ✅ Why the details matter when it comes to healthcare & taxes. ✅ Actions advisors can take to help their clients. retirementtaxservices.com/podcast/health…
AUM growth was a major topic at the @FutureProofAC Retreat 📈 This, plus reports from @AdvicePay & @NitrogenWealth, prompted @chris_simone to write about how personalized client engagement & value-add services help advisors reach their goals. bit.ly/43Pbs7k
On 04/24, Caribou's CEO, @chris_simone, will go over: 🔵 Data & insights about what #HNWIs expect from their advisors. 🔵 How healthcare planning meets (and exceeds) the expectations of #HNWIs. 🔵 And more! Register for the free webinar below: app.livestorm.co/caribouwealth/…
Curious how other #FinancialPlanning firms use our healthcare planning software? Check out @rochlikerock's @finplan article for his insights on how other advisors can incorporate #HealthcarePlanning into their service offerings! financial-planning.com/opinion/why-my…
“If I can get prospects into the office, there’s a high likelihood of closing them. Having tangible reasons, like webinars and seminars, has created a perfect space for genuine conversation.” - John B. Leeming, President of JL Bainbridge & Company bit.ly/3IUquPk
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We've been meaning to get this one on the books for a while, and it's finally happening! I am so excited that @chris_simone of @caribou_wealth will be joining me on the #WealthStack podcast on 4/29 to discuss the intersection of healthcare and finance. Be sure to submit your Qs!
It's our #anniversary week! Over the past six years, our team has come to the office every day with one goal in mind: To be a positive influence. Together, we strive to make a meaningful impact on our community. #PositiveInfluence #CommunityImpact #SixYearsStrong
So many financial advisors target High Net Worth individuals... ...yet many don't know how to create content that answers the questions that HNW folks actually have If you want an easy way to see the types of questions HNW individuals are actually asking, then do this 👇
People often retire earlier than they expected to, for reasons they didn't foresee. That's one of the reasons that it makes sense to start building cash at least a few years before you expect to retire. My latest. morningstar.com/retirement/tak…
📝 Happy Tax Day 2024! We are so grateful for all the finance professionals who've worked tirelessly this season. Your dedication ensures financial security and peace of mind for countless families. Way to go! 💪 🎉
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The State of WealthTech: How Generative AI is Changing the Game | 6 March 2024 The combination of Generative AI and ongoing consolidation have brought the industry to a tipping point where quality advice can truly be delivered at scale. Register now: cfany.org/event/the-stat…
"Clients trust their financial advisors with the most important financial decisions in their lives, which is why they turn to them for other areas of assistance that affect their financial well-being." @chris_simone shares how tech (for example, us ✋) is helping advisors…
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We are up and running with the Money Chronicles podcast at #T32024! Stoked to be getting personal with @TorieHappe and our guests at the @Holistiplan booth in the Exhibit Hall 🎙️
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The T3 PR Team is hard at work hammering out featured news and pushing out this morning’s big #T32024 announcements. Many thanks to the onsite and remote team members at @ImpactMarComPR. The past 18 years of T3 history wouldn’t have been the same without you!
Can you believe T3’s big 20th-anniversary celebration and 2024 conference is just one week away? Click the link below to see what video and podcast opportunities are available at #T32024. Read: t3conferences.com/video-and-podc…
🎙️Live webinar TOMORROW! Join us and @FpPathfinder tomorrow (1/17) at 12 PM CT as we explore how advisors can best utilize their tech stacks to streamline client conversations. Register now, we'll see you then! hubs.la/Q02gGhlN0
#ICYMI @chris_simone, CEO and Co-Founder at @caribou_wealth, joined the latest episode of #BridgingTheGap to explore the intersection of healthcare and financial planning. Listen here: bit.ly/3HbF58a Stay tuned for a new episode coming tomorrow‼️🎙️
📢📢📢 Me and @TorieHappe will be at #T32024. Will you??
New #BridgingTheGap episode 📢🎙️ Listen as @chris_simone, CEO and Co-Founder at @caribou_wealth, discusses the often-overlooked intersection of healthcare and financial planning. Tune in now: bit.ly/3HbF58a
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