Andrew Altfest @AAltfest
President of https://t.co/U2B1sYLLRU and Founder/CEO of @_FPAlpha fpalpha.com New York, NY Joined August 2020-
Tweets53
-
Followers89
-
Following89
-
Likes37
@taxtherapist505 @seattle_tax This is the talk description agenda.aicpastore.com/sessions/pfp23… The talk will be 1. How AI will change the profession -> 2 Use cases for improving revenue and saving time -> 3. Specific technology you can utlize today
@seattle_tax I have not met a tax professional who has gone as deep with AI technology as you @seattle_tax And you’re killing it AI and Financial Planning at #AICPA Engage is going to be 🤩 agenda.aicpastore.com/sessions/pfp23…
@MichaelKitces Spotting these opportunities identifies early wins with prospects and accelerates conversions. I have experienced this firsthand…almost always desired from prospects and underplanned b/c tax planning is overlooked.
A good quick summary of separate financial planning fees and advisor experience with each by Justin Duft @CommonwealthFN . Success requires advisors to "Create a robust planning process that brings a lot of value to the client." bit.ly/3rcq5gE @BobVeres @Value_Strat
Pleased to contribute the lead article for @FAmagazine ‘Improve the intersection of expert advice and #technology you offer, in a way that helps you attract and scale more #NextGen business.’ fa-mag.com/news/next-gen-…
Interesting article by @slsteinberger about financial planning tools as lead generators. Given the growth of lead gen tools wonder if we will see more advisory firms add full-time sales people just focused on prospecting digital leads. wealthmanagement.com/technology/can…
Is CRM Becoming The New Advisor Hub? kitces.com/blog/the-lates… @MichaelKitces @craigiskowitz @RedtailCRM @redtailtech #wealthtech #fintech #financialadvisors
Three Tips for Advisors to Grow their Business: investmentnews.com/playlist/tripl… @investmentnews @BenjiWriter #financialadvisors #fintech
The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? Other areas? fa-mag.com/news/advisors-… @FinTechie @suzsiracuse @FAmagazine #wealthtech #fintech #financialadvisors
The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? fa-mag.com/news/advisors-… @FAmagazine @FinTechie @suzsiracuse #wealthtech #fintech #financialadvisors
Scaling Financial Planning through Technology. Let us know what you think! app.hubspot.com/documents/8292… @FinTechie @suzsiracuse @gspitzner #financialplanning #wealthtech
Speaking tomorrow at @napfa Fall conference with @fintechie Joel Bruckenstein on using tech to better serve clients. @suzsiracuse #wealthtech #fintech #financialadvisors
Advisor Fintech Map: New category Advice Support kitces.com/wp-content/upl… @MichaelKitces @craigiskowitz @_FPAlpha @AAltfest @GrossbergJosh #wealthtech #fintech #financialadvisors
Loved participating in the #XYPNLIVE virtual event. Some great conversations and networking. Thanks @R_Alan_Moore! #fintech #nextgen
Three Tips for Advisors to Grow their Business investmentnews.com/playlist/tripl… @investmentnews @BenjiWriter #financialadvisors #fintech
Maximizing tech will free up advisor's time to better serve clients fa-mag.com/news/new-wealt… @FAmagazine @FinTechie @suzsiracuse @AAltfest #wealthtech #fintech #financialadvisors
The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? fa-mag.com/news/advisors-… @FAmagazine @FinTechie @suzsiracuse #wealthtech #fintech #financialadvisors
.@BobVeres' view on our AI powered tool and how it assists advisors in areas that they normally don't specialize in - fpalpha.com/bobveresarticl… @FinTechie @t3techhub #financialadvisors #fintech
Great article in @barronsonline discussing the importance digital marketing for advisors and nice mention of @_FPAlpha - barrons.com/articles/finan… @FinTechie @suzsiracuse @SamanthaTwenty @JudMackrill #wealthtech #fintech #financialadvisors
Excited to present my thoughts on How to leverage tech to grow and scale your practice on Oct 7th with @robertsofia and @suzsiracuse - summit2020.advisorperspectives.com/talks/advisor-… @SnappyKraken @marieswift @AdvPerspectives #wealthtech #fintech #financialadvisors
Lauren Phipps @LaurenPhipps12
123 Followers 2K Following
PhyllisRaymond @6LhQ0o90Cs61ZKV
58 Followers 6K Following
Datawnisl @Datawnisl_rtvz
40 Followers 4K Following
Beth @Beth_Rubinoff
235 Followers 513 Following The Beth Time Ever | Business Development at @wealth_mgmt
Diane @Ji67j009L1kVBl
71 Followers 7K Following
JudyChurchill @SlZ1fh1o7Ye6EfJ
59 Followers 7K Following
RegSwiss @RegSwiss
8 Followers 218 Following
Sytusee @sytusee43938
71 Followers 5K Following
Noletaez @noletaez90600
69 Followers 2K Following
Insights_JohnA @Insights_JohnA
18 Followers 166 Following Advisor Growth & Engagement | Experienced Sales, Management & Consulting Leader | Practice Mgmt. Strategist | Public Speaker | Whitepaper Author | Board Member
Zocks | AI Assistant ... @zocksio
210 Followers 281 Following The #1 AI Assistant for financial advisors Try it today: https://t.co/cAsRq9pCgM
Ross Marino, CFP®, C... @Ross__Marino
2K Followers 2K Following Founder | Podcaster/YouTuber | Financial Planner | Social Entrepreneur | Tweets not investment advice
SpiroX @xenspiro
130 Followers 2K Following
mike faust @mikefaust
63 Followers 373 Following
Accounting for Green @AFGcannabis
361 Followers 669 Following Dedicated to helping Cana businesses keep clean compliant financial records
KM Mohi @Shawon2712
336 Followers 4K Following Graphics Design & Web Development | JavaScript Enthusiast | React & Node | Adobe Photoshop & Illustrator | Branding | Brand Identity
The Preferred Legacy ... @PreferredLegacy
56 Followers 222 Following The Preferred Legacy National Trust Bank provides a tailored approach for independent trustee services.
Janet Grace Attard @JanAttard
872 Followers 4K Following
Stuart Slegg @Slegster
33 Followers 28 Following
Shannon Rosic @ShannonRosic
1K Followers 3K Following NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYR
Bernice Napach @napach_bernice
12 Followers 92 Following
Andres Mazabel @AndresMazabel
811 Followers 2K Following
Chase Kaminsky @ChaseKaminsky
206 Followers 745 Following
Josh @Josh19037495
95 Followers 5K Following
YCharts @ycharts
41K Followers 7K Following Enabling smarter investment decisions & better client engagement. Free trial: https://t.co/2GGVDn72Fm #YCharts
Philipp Hecker @PhilippHecker
210 Followers 211 Following Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.
Andrew Ladwig @ladbiz
417 Followers 2K Following Golfer, Spartan, #FinTech and #FinServ, Director of Business Development at @wealthbox
Henry Zelikovsky @Softlab360CEO
106 Followers 243 Following CEO of Softlab360, offering software product engineering and deep domain expertise.
Kris Borghesan @KrisBorghesan
2K Followers 1K Following CMO @FutureVault || Marketing & Growth || Co-founded @ArchInCanada || Proud Dad 👶
Brad Felix @bradfelix_
1K Followers 5K Following Operating Partner @fireroadbuilds | Big heart for small towns & small biz | @MrsFixItFelix and dad (x3) |🤖 AI and no-code | CFA® | Founder @use_commas
StellarPath Private W... @StellarPathPWA
165 Followers 1K Following A private wealth advisory practice of Ameriprise Financial Services, LLC. Offices in Florida, Louisiana, & Texas. Disclosure https://t.co/PjIf2XGzV4
Roberto S. Nespereira... @bob_ricp
483 Followers 4K Following Financial Advisor At Northwestern Mutual / Working With Pre-Retirees & Retirees To Develop Customized Tax Efficiencies and Asset Protection Strategies
reneelori @reneelori
327 Followers 2K Following Financial planner in Los Angeles & college sports enthusiast with a passion for #Money #Gators. I rather go where there is no path n leave a trail.
Chris Carpenter @ChrisLCarp
278 Followers 3K Following Proud husband of Abby and father of Will, Hudson, Amelia, and Jack. I live in Louisville, KY, am a Financial Advisor with Baird
T Floyd @iamtfloyd
1K Followers 2K Following Financial Advisor | Observationist | Common-Sense Specialist |
omar ceesay @omarcee95950343
17 Followers 379 Following
TPCAPITAL @TPCAPITAL2
493 Followers 2K Following I started the feed back in 2018, 2 posts until the end of 2020, then I just couldn't stop! Thanks Twitter (aka.X)!! An Intro: (https://t.co/2Dnv2w9Z9R .. Enjoy
Zim @BowZerZimm
1K Followers 2K Following
Michael Tannery CPA C... @MichaelTannery
2K Followers 3K Following Registered principal offering security and advisory services through independent financial group LLC (IFG), a registered Investment Advisor Member FINRA & SIPC
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Jason Newcomer, CFP® @jasonrnewcomer
186 Followers 403 Following Co-Founder and Financial Planner @DogwoodWealth
Kevin Keller @krkindc
509 Followers 2K Following CEO of CFP Board, which sets and upholds the requirements for CERTIFIED FINANCIAL PLANNER® certification
John Bohnsack, CFP® @johnbohnsack
691 Followers 1K Following Financial Planner for Optometrists, Lecturer @Aggie_Planners, advocate for fiduciary financial advice, niches, spending $$ on experiences and remote work.
Jeffrey Gundlach @TruthGundlach
445K Followers 6 Following Bills fan. Art fan. Truth fan. DoubleLine Founder.
Jake S, AIF® @jake_sandomeno
178 Followers 133 Following
Huge Ma @turbovax
134K Followers 748 Following former candidate for state assembly and vax twitter bot
John Anderson @SEIJohnA
2K Followers 1K Following SEI #finserv veteran focused on @SEIAdvisors Practice Management. Insights delivered w/ midwestern practicality. Dad to Jace and Kade https://t.co/FgcSMOY1z7
Stephanie Bogan @Steph_Bogan
3K Followers 430 Following Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer
Cheryl Nash @cherylnash2
2K Followers 2K Following Chief Customer Exec InvestCloud Advocate for #wealthmanagement #wealthtech #fintech #womeninwealth #diversity #Blacklivesmatter Views are my own
🛫 April Rudin 🌏 @TheRudinGroup
23K Followers 20K Following Global #wealth #finserv #marketing firm| #Messaging #Content| @forbes| #1 wealth mgmt influencer| Likes: #NextGen #FinTech #WealthTech #Detroit
Tina Powell @tinacpowell
5K Followers 4K Following I build community, brand, and courage at scale. Chief of Community @intention_ly | Host 🎙️ In The Suite + Lung Cancer Strong Podcast & YouTube | Stage 4 NSCLC
FP Alpha @_FPAlpha
844 Followers 2K Following Where AI meets financial planning. Enabling advisors to transform client data into comprehensive financial plans.
Tim Welsh @NexusStrategy
5K Followers 2K Following President and CEO at Nexus Strategy - strategic consulting firm to the wealth management industry
Josh Grossberg @GrossbergJosh
273 Followers 2K Following
Suzanne Siracuse @suzsiracuse
3K Followers 695 Following Financial Services Industry Consultant, Creator of The Big Reveal Podcast and Former CEO and Publisher of Investmentnews, lover of animals and the Beatles!
WSJ Wealth Adviser @WSJadviser
6K Followers 2K Following Wealth Adviser at https://t.co/MbHmPfGuLd tackles issues that matter to wealth managers, financial planners and other advisers.
The Wall Street Journ... @WSJ
21.5M Followers 1K Following Sign up for our newsletters and alerts: https://t.co/QevH0DLQi8 | Got a tip? https://t.co/iXIigdPjEZ | For WSJ customer support: https://t.co/DZgH9n53qg
TheStreet @TheStreet
1.0M Followers 1K Following How to make money, invest your money, save your money, and spend your money.
RIABiz @RIABiz
14K Followers 424 Following RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
PLANSPONSOR @PLANSPONSOR
5K Followers 222 Following The premier information source for retirement plans/benefits in the U.S.
Money @Money
401K Followers 1K Following Make the most of it 💰 Sign up for our newsletters 👉🏽 https://t.co/UB0VmyOv8i
Kiplinger @Kiplinger
55K Followers 3K Following Kiplinger has helped readers build wealth, cut taxes, and retire rich for more than 100 years. Now it's your turn. Join us at: https://t.co/hVcTYiw1ZW.![[Your industry. One Source] http://t.co/pYaWjlFb is the leading trade resource for breaking news, sales strategies, expert market analyses and more.](https://pbs.twimg.com/profile_images/1502007985001820162/UW2es51a.jpg)
InsuranceNewsNet @InsNewsNet
9K Followers 142 Following [Your industry. One Source] http://t.co/pYaWjlFb is the leading trade resource for breaking news, sales strategies, expert market analyses and more.
Institutional Investo... @iimag
61K Followers 807 Following Daily institutional investing news from II magazine. Writing the inside story on all things asset management for fifty years and counting.
Ignites @Ignites
6K Followers 371 Following Ignites is the preeminent source for news about the mutual fund industry.
Fund Intelligence @fund_intel
3K Followers 331 Following The leading platform of news, data, analysis, networking & insight for the US mutual fund space. Try us out for free https://t.co/q6pJuaJvRU
Fund Technology/ WSL @FundTechPageant
3K Followers 307 Following The Definitive News Source for Trading & Ops Professionals
Financial Times @FinancialTimes
7.2M Followers 988 Following This account is now closed. For the best of FT journalism, including breaking news and analysis, follow @ft
Financial Advisor IQ @FinAd_IQ
8K Followers 760 Following Financial Advisor IQ is a free online daily news service written for Financial Advisors helping them to build their practices.
CSOonline @CSOonline
62K Followers 764 Following CSO serves enterprise security decision-makers and users with the critical information they need to stay ahead of growing threats & defend against cyberattacks.
CNNMoney PF @CNNMoneyPF
5K Followers 122 Following Coverage from CNNMoney’s Personal Finance team: @melhicken, @blakeellis3, @nicridgway and @gabiso1. For the full news feed, follow @CNNMoney.
The New York Times @nytimes
53.5M Followers 846 Following News tips? Share them here: https://t.co/ghL9OoYKMM
-- @CitywireUSA
376 Followers 239 Following This Twitter profile has been retired. You'll now find all events, audience development & editorial / news in @CitywireRIA & @CitywireProBuy
Business Insider @BusinessInsider
4.2M Followers 397 Following What you want to know about business. Love Business Insider? Add us as a preferred source on Google.
Bloomberg Radio @BloombergRadio
42K Followers 449 Following Bloomberg Radio provides the world's only global 24-hour business audio news coverage. Now streaming live on YouTube
Barron's @barronsonline
404K Followers 39 Following The world's premier investing publication since 1921. For customer support, visit https://t.co/HkyUtq6BNr
VettaFi | Advisor Per... @AdvPerspectives
16K Followers 3K Following VettaFi | Advisor Perspectives has moved! Follow @Vetta_Fi for investment research, interactive data-driven tools and insights! #VettaFi
AdvisorHub @advisorhubinc
9K Followers 96 Following Breaking news, unvarnished commentary and compensation information for financial advisors
American Banker @AmerBanker
73K Followers 587 Following In-depth analysis, perspective and commentary on key issues affecting the banking industry. (American Banker is an Arizent Brand)
Jason Bisnoff @JBisnoff
1K Followers 2K Following Recovering journalist published: Forbes, NY Daily News, Complex, Maxim/Author of Fake Politics: https://t.co/L6wIpJVSqp Unhappy NY sports fan, former blue check
Anthony Rifilato @Tone1870
986 Followers 2K Following Award-winning journalist. Senior Reporter at FundFire, Financial Times. Covered ad tech/fintech. Former #LongBeachNY Herald editor. Still have sand in my shoes.
James Connington @JamesConnington
2K Followers 1K Following Currently @BrunswickGroup in New York - former editor and journalist in NYC/London. One Young World Ambassador.
Ryan W. Neal @ryanWneal
4K Followers 810 Following
Katherine Chiglinsky @k_chiglinsky
3K Followers 1K Following Real estate @ Bloomberg News. Retweets aren't endorsements. Opinions my own.
Lisa Beilfuss @LisaBeilfuss
4K Followers 4K Following Writing about the intersection of the economy and markets. @praxisfinpub | [email protected] | Formerly @barronsonline @wsj
Daisy Maxey @DaisyMaxey
7K Followers 6K Following Truth exists. Writer. Traveler. Master Scuba Diver. Former Barron's, WSJ writer. Ex-WSJ columnist. Marist, Columbia U. grad. Unapologetic feminist.
Corrie Driebusch @cdriebusch
3K Followers 449 Following @WSJ reporter covering IPOs. Chicago native. @NorthwesternU alum.
WSJ Pro Artificial In... @WSJProAI
5K Followers 93 Following Part of @WSJ Pro, we're a news site focusing on AI. Check out our website for the latest stories.You might like
