New Capital Partners-backed LoyaltyExpress acquires Lending Manager

admin - November 25, 2022
Posted in Uncategorized

New Capital Partners-backed LoyaltyExpress acquires Lending Manager

LoyaltyExpress, a CRM and marketing automation provider for banks and mortgage companies, has acquired Lending Manager.

Our Newest Asset, Plus Alternative Investments


Meet the newest member of our team and learn a thing or two about alternative investing.

We really hit the jackpot when we added Ryan to our team. Ryan Potts is the newest assistant portfolio manager at Correct Capital Wealth Management and he brings with him a lot of knowledge, a knack for finance, and a great personality. He recently went on a trip to Charlotte, North Carolina where they discussed alternative investments.

Private real estate, private equity, and private real estate lending are all considered alternative investments. While not nearly as liquid as traditional stocks and bonds and certainly not for everyone, alternative investing can be a smart long-term play for higher net worth folks. But as always, you should always consult your financial advisor before making any decisions.

About Correct Capital Wealth Management:
Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management firm, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.

Learn more about our areas of expertise, including:
Financial Advisor
Portfolio Management
Retirement Planning
401(k) Services
Tax Planning
Fiduciary Advising
Financial Planning
401(k) Rollovers

Or reach out to our financial planners directly by contacting us at (314) 930-4015 or at www.correctcap.com

*Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.

Why I’m not a fan of American Airlines’ new Loyalty Points program


In today’s episode of Critiques by Clint, TPG Managing Editor, Clint Henderson has been left no less than confused by American Airlines’ new Loyalty Program.

Earning loyalty points and airline status should be simple, but the gamification involved in achieving top-tier status is causing a stack of complaints. Clint shares the do’s and don’ts of the new AAdvantage program, and how to make the most of airline transfer partners, credit card rewards, and most importantly, American Airlines’ award miles.

Welcome to TPG Opinions: Critiques by Clint! The show where TPG Managing editor, Clint Henderson, gets real about what’s been putting him in a mood.

For daily travel news, flight deals, points & miles tips and more sent straight to your inbox for free, signup for our email newsletter here: https://thepointsguy.com/mailing-list/

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Salesforce Loyalty Management Demo


Take a look at Salesforce Loyalty Management with Anthony Harrison, Industries Practice Director at EPAM PolSource.

Building Your Winery Loyalty Program