CliQue Advisor

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CliQue Advisor

CliQue Advisor

@CliQue_Advisor

#Fintech startup that automates advisory services for accountants.

Katılım Mayıs 2019
961 Takip Edilen245 Takipçiler
CliQue Advisor retweetledi
Eric Garland
Eric Garland@ericgarland·
Trump's organization has been charged, of which he is *one* of the beneficial owners. I have questions about any potential owners not yet known...
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Eric Garland
Eric Garland@ericgarland·
<THREAD> DONALD J. TRUMP IMPLICATED IN TAX FRAUD SCHEME FOR WHICH CFO WEISSELBERG IS NOW INDICTED Much joy to follow. Join me, won't you? 😀🔥😀
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Jeremy Schumann
Jeremy Schumann@jeremyschumann·
Marketing at its best: Finding creative unexpected ways to be there for your consumer.
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CliQue Advisor
CliQue Advisor@CliQue_Advisor·
Here's an easy way for people to manage their financial health. Hope that helps.
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CliQue Advisor
CliQue Advisor@CliQue_Advisor·
Like CliQue, but want firm branding? Done! You can now display your firm name and logo in our platform, on all videos in your advice library, as well as in automated SMS texts and emails. Promote your firm, while providing your clients with game-changing financial advice.
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Obed Maurice
Obed Maurice@ObedMaxim·
Is everyone on the same page when it comes to your wealth? Probably not - and that's not cool. Check out our new team feature to power open advising. This allows your financial professionals to collaborate, rather than compete when it comes to your financial fitness.
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Obed Maurice
Obed Maurice@ObedMaxim·
Finances are cooler when it's easy.
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Obed Maurice
Obed Maurice@ObedMaxim·
Old school finances aren't cool. Easy and automated is. We built a financial wellness calendar to make your finances cooler. Ask your financial advisor about cool ways they can make your life easier. CliQue Advisor
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Obed Maurice
Obed Maurice@ObedMaxim·
People need financial advice that is more proactive and visible. Ideally, this is personalized and delivered consistently. Here's my contribution.
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Obed Maurice
Obed Maurice@ObedMaxim·
What set's your firm apart? Consider advice amplification and financial wellness planning.
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Obed Maurice
Obed Maurice@ObedMaxim·
Great financial professionals and their advice should be amplified. Low/no advice professionals should not. #cpa
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Obed Maurice
Obed Maurice@ObedMaxim·
Focusing on your client is a heck of a business plan. Finance professionals arent always good at it but clients love us when we are.
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