Nestor Vargas, CFP®🟢

Financial Advisor

Protect and maximize your business value | I will show you how | Financial Planner for established entrepreneurs.

Most families feel confused about their money. They work hard. They save. They try their best. But the rules keep changing and the advice they get is often full of jargon or hidden fees.

You should not need a finance degree to understand your own money.

This is why I built AlignPoint Wealth. Our mission is simple. We give successful families clear guidance, concierge support, and conflict free advice. We make your money easy to understand and easy to follow.

We turn financial complexity into a simple plan. A plan that helps you protect your time, your money, and your peace of mind.

When your money is clear, you get more of what matters. More time with your family. More freedom in your day. More fulfillment in your life.

If you want a flat fee advisor who explains everything in plain English and keeps your plan on track all year long, I would love to meet you.

Certified Financial Planner

Green Mountain Panning is a personal financial planning firm focused on helping high-achieving corporate employees organize their money lives so they can start their entrepreneurial journeys.

Our founder successfully left corporate work 6 years ago so he understands all that is at risk.

Nestor Vargas, CFP®, CEPA

I've been in the industry long enough to know that no advisor is the same, and yet our industry is actively being commoditized. 

Think about it...

When a service is commoditized, prospects assume every service provider is the same. 

By posting the same white-labeled content, we're just proving them right. 

I help advisors de-commoditize their practice by creating authentic video content at scale.

Nate Hoskin

Is AI the end of the financial advisory industry? 

Chad Gordon and I talked about AI's impact on record keeping, compliance oversight, and the advisor/client relationship. 

https://lnkd.in/gBfEU39s

Nate Hoskin, CFP® 🎥

Financial advisor and digital marketing nerd focusing on making a million people more financially literate.

Open video: Compliance, AI, & The Future of Financial Advice w/ Chad Gordon | The Afternoon Advisor E2 on youtube.com

Compliance, AI, & The Future of Financial Advice w/ Chad Gordon | The Afternoon Advisor E2

New SageContent drop! 

Project Idiolect goes live today, and Sage's AI agents can now perfectly match the unique fingerprint YOU leave on language. 

A dialect is a way of speaking a language that is shared among a group of people. 

An idiolect is the unique way YOU speak. It's the subconscious ways you glue words together. It's the way you start and end your sentences. It's the quotes you've used with clients to explain concepts for decades. 

And now, all we need is for you to dictate answers to three questions and we can replicate your idiolect in every single one of your scripts.

Your video PROCESS can be AI-enabled, but I will be the last to accept AI generated video. 

Take a trust-based industry like financial advice and combine it with the trust destroying impact AI video is having, and you have a recipe for the destruction of your entire brand. 

Will it become socially acceptable someday? Maybe. 

But for now, video should be the most human part of your marketing because it's an opportunity to introduce yourself (your real self) to hundreds of thousands of qualified prospects.

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Nate Hoskin

Followers

Posts

Engagements

Likes

Performance ScoreNate Hoskin's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Nate Hoskin

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Nate Hoskin's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreNate Hoskin's LinkedIn Performance