Chalice Network @ChaliceNetwork
The Chalice Network™ is a community dedicated to solving the unique challenges faced by independent financial advisors and entrepreneurs in America. chalicenetwork.com Melbourne, FL Joined October 2017-
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Rapid Finance is the premier lender for independent and small business owners. Securing this partnership means lower rates for our members, and options for growth capital at their fingertips. story.cd/AASGYi
Chalice is pleased to announce the addition of two new members to the Chalice Advisory Board. Joining will be Mitch Wood, and Whitney Kendrick as Vice Chair. An additional change will be the appointment of Don Plotsky as Chairman. story.cd/AARcpz
Join Jack Sharry and Keith Gregg in the latest episode of WealthTech on Deck to discuss the benefits of creating digital marketplace e-commerce platforms, helping small businesses, and embracing tech advancement in the industry. Listen on Apple Podcasts: apple.co/3kLxfql
Industry Tech Insights Recognizes Keith Gregg, CEO and Founder of Chalice Network, in 20 CEOs to Watch for in 2021 - Read the article here bit.ly/3ymHyqd
It doesn’t get any better than partnering with Financial Planning Association (FPA). We are dedicated to empowering our partners to give their people the tools, resources, and benefits they need to be at their very best. Read more.. bit.ly/2UvEJEH
Chalice Network added a new partner in their digital marketplace. Marketing 360® is now made available to its 60,000 financial services members to help them scale and get the on-demand support needed to grow their client base. story.cd/AAQyLs
White Glove and Chalice Network are proud to announce a partnership which ensures Chalice Network members access to all White Glove services including the newly launched and currently sold out 1:1 Workshops. story.cd/AAQV8i
The Grail on Digital Wealth News has come to a close. Read this last article by Keith Gregg, CEO of Chalice Network, to hear valuable insights on how to run, grow, protect and sell your business. bit.ly/3rzVh8X
Hot off the press! 'Plan Confidence Partners with Chalice Network to Help Advisors Get Paid on Held Away 401k Accounts' // Read more on MarketWatch on.mktw.net/3qw1OSs #chalicenetwork #chalicepartners #fintech #planconfidence #financialadvisors #fintechnews
Still adjusting to the digital world? Be mindful of #zoomFatigue when setting up your schedule. We've listed ways you can combat the exhaustion on our blog here: bit.ly/3ofFx9K #chalicenetwork #successionlink #zoom #financialadvisor #fintech #RIA
Are you struggling to find the right client portal? We've put together best practices to picking the best client portal and getting clients to use it on our blog: bit.ly/3sJkcsJ #chalicenetwork #successionlink #financialadvisor #clientportal #wealthmanagement
Looking for ways to better engage with clients? We've got ways to have better client conversation laid out in our blog post: bit.ly/39cUAwF #chalicenetwork #successionlink #clientrelationships #financialadvisor #financialadviser #wealthmanagement #RIA #smallbusiness
We've listed our top tricks to growing as a financial advisor on our blog! Read all about it here: bit.ly/3iDz4Ee #chalicenetwork #successionlink #financialadvisor #smallbusinessowner #independentadvisor #RIA #wealthmanagement
Chalice Network proudly announces the launch of Chalice CaresRX, a prescription drug savings platform, complete with app, that allows members to save up to 80% on prescribed medications. Read the full release here: bit.ly/2XY9D6T #chalicenetwork #chalicecaresrx
Today is the LAST day to enter the #ChaliceGiveaway! All of our lucky winners will be chosen next week! Will you enter to win? Register here: bit.ly/2HTJ3HD #chalicenetwork #cleverdome #giveaway #financialadvisor #financialadviser #wealthmanagement #smallbusinessowner
Join us today at 2PM EST for this all-star webinar! There is still time to register here: bit.ly/3oGic1R
Join us this Thursday Jan 14th at 2PM EST for The Digital Age Advisor where esteemed host, Mitch Wood will be interviewing top CEOs from companies Chalice Network, cleverDome, Plan Confidence and the FinTech Institute. Register here: bit.ly/3oGic1R
Bitcoin owners are getting rich because the cryptocurrency has soared. But what happens when you can’t tap that wealth because you forgot the password to your digital wallet? Read the full New York Times article here: nyti.ms/3nE7Eiz
Check out The Grail with Keith Gregg this week on Digital Wealth News! Read all about protecting your business here: bit.ly/35zmqAZ
Enter to win an Apple iPad Pro by requesting a demo with our partner cleverDome offering our members military grade security for digital devices. Enter here: bit.ly/2HTJ3HD
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