Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1
Silver Penny Financial managing partner| @investmentnews 40 u 40 | mama of wild boys| lover of strong coffee,tennis, travel and investing tweets are not advice ATLANTA Joined December 2018-
Tweets2K
-
Followers2K
-
Following725
-
Likes6K
If you took an amazing trip but did not post a single photo on any social did it even happen ?!?!?
A client called me to see if my son got in a school bc he cares about my family & my son’s future & is a part of the school community. I am in the people business I just happen to help people with their money. I care deeply about my clients. I learned today It is a mutual. :)
TODAY
Please ask me how my bracket is doing ?! I’ll give you a hint I went to NC State and I’m loyal to the core to Pack Athletics 😃#Wolfpack
Momentum right be the magic fairy dust Cinderella needs to go to the ball. When the world underestimates you that becomes your super power. Why not us #NCState
Financial literacy lesson this morning to 4th grade class. It was a blast. #FinancialEducation #FinancialLiteracy
This
Today a widow came into the office and I got to share that her late husband uploaded all the documents she needed on @eMoneyAdvisor Financial Organization is a CRITICAL part of your financial plan. Get financially organized.
Capital One this morning to Discover Card : What’s in your wallet ?
And this is why it is worth spending some money on a personalized financial plan
And this is why it is worth spending some money on a personalized financial plan
Experiences> things
We live now live in a world where there is a woman who makes more money than her Super Bowl winning professional football boyfriend. Let that sink in. 😃
What are some things that your 18 year old self would not believe are part of your current life? For me: - doggie daycare - being a lacrosse mom - hating it go to the grocery store What would surprise 18 year old you
Mothers are the ultimate WARRIORS Go thank a mother today
Is it just me or does is seem like the fastest way to make money on the internet is selling classes telling other people how to make money on the internet ?!?! 🤔
Happy to get a W today in a tie break 2nd set. New partner but sometimes that is just the trick. Ps mixed doubles is not for the faint of heart my opponent drilled it at me & my shoulder will be sporting a huge bruise this week.
Looking 2024 ready for warrior mode
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Douglas A. Boneparth @dougboneparth
269K Followers 623 Following President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: https://t.co/CNtZzhgQMu
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Brian Portnoy @brianportnoy
18K Followers 1K Following I help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.
Michael Policar @MikePolicarNGP
5K Followers 638 Following A fiduciary with a passion to educate. You control money, or money controls you. Tweets not financial advice.
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Cody Garrett, CFP®�.. @MeasureTwiceMNY
15K Followers 978 Following Financial Educator at Measure Twice® - I teach DIY investors how to create their own financial plans + learn more in 5 hours than most people learn in years!
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Karen Coyne, CFP® @karencoyne
2K Followers 1K Following Financial advisor, podcast host of MONEY WITHOUT MATH, advocate for women in #finserv https://t.co/cxpX2s3pDo
Laura J. LaTourette, .. @LauraLaTourette
2K Followers 2K Following THAT Lesbian Financial Planner living authentically & leaving a legacy of love! Securities offered through LPL Financial. Member SIPC https://t.co/xZOBMT3EQf
〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Shouseau @shouseau59261
0 Followers 55 Following
Sloophi @sloophi48231
0 Followers 52 Following
Mayflower Advisors @MayflowerAdvis
77 Followers 1K Following A New World Approach to Financial Service Solutions. Globally recognized, top-ranked, award-winning, Independent Registered Investment Advisor.
Vladyslav Blahun @vladyslavblahun
50 Followers 890 Following I design websites for advisors, empowering them to bolster their credibility and inspire trust.
AlphaCentric Funds | .. @AlphacentricMF
168 Followers 660 Following AlphaCentric Funds strives to be the future of investing. We offer distinctive, innovative, alpha-driven strategies in mutual fund format.
Akinyemi Oluwaseun @AOluwaseun14918
19 Followers 91 Following
Tom Mullarkey @tmullark
87 Followers 738 Following
Stepot @Stepot173305
97 Followers 1K Following
Kian @slhzdh
146 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Thethee @Thethee299703
148 Followers 2K Following
Cathy Curtis @cathy__curtis
457 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
Luna_Loom @LunaLoom15420
7 Followers 967 Following
Shotays @Shotays256227
9 Followers 1K Following
Audrey @Tateta358933
30 Followers 332 Following Flawed: A person who accepts their flaws and knows that they are great no matter what.
Audrey @Seaslat157678
23 Followers 333 Following Don't take away your happiness of a day because of someone else's word.
Siteed @Siteed133336
132 Followers 2K Following
Audrey @hatesmes39748
22 Followers 319 Following The question isn't who will let me do it; it's who will stop me.
Anastasia_ @Anastasia13925
16 Followers 2K Following
Daniel Goodman CFP® @WealthofFamily
153 Followers 611 Following Helping Families Achieve Value-Driven Prosperity
Plootus @WearePlootus
688 Followers 2K Following Plootus simplifies retirement planning for an average individual without paying exorbitant fees. Available through Apple and Android app stores.
ESG Incorporated @ESGIncorpEU
181 Followers 856 Following ESG Incorporated provides premier content and tools for ESG professionals to help in their daily job. Fit-for-purpose. Efficient. Targeted - nothing too much.
TempoTuner @TempoTuner50637
1K Followers 2K Following
Krisna Patel, CFA @krpdeadlifts
326 Followers 1K Following Financial advisor's sounding board and resource to portfolio management. Opinion are my own and "should not be considered investment advice."
Nguyễn Thị Thủy @ThuyNham0560
941 Followers 2K Following Chuyên phong cảnh , con người và tài sản số
PRCInvestors @prcinvestors
443 Followers 3K Following The PRC Investor Network was created for accredited investors and groups that want to build a great passive income stream through commercial investing.
Sertays @Sertays123406
27 Followers 286 Following
Meroa @Meroa294581
148 Followers 3K Following
Catherine dantay @Catherined75623
76 Followers 484 Following
Jason Payne @jfpcfp06
63 Followers 120 Following
ANNA @tatislet97635
88 Followers 4K Following
Sassou @Sassou480983
51 Followers 963 Following
Misti @misti5347lopez
801 Followers 3K Following
advisorvisuals @advisorvisuals
160 Followers 1K Following One-page financial plans on steroids (coming soon)
HisakoMaddry @HisakoM19792
32 Followers 2K Following
Maryjane Richard @MaryjaneRi4846
95 Followers 3K Following
Hiweighs @hiweighs61521
137 Followers 3K Following
Teetoash @teetoash34072
123 Followers 1K Following
Tidesea @tidesea58278
119 Followers 1K Following
Matt Halloran @MattHalloran_
64K Followers 32K Following Co-Founder @ProudMouth_ Host of the Top Advisor Marketing Podcast🎙️ Your friendly neighborhood podcaster and author of “Shut the F Up and Listen”
Teeliez @Teeliez125702
105 Followers 2K Following
Ruby @rubyhodges97
130 Followers 3K Following
Honour @Tende1579477
365 Followers 5K Following See the world on the road, and get to know yourself on the way!
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Thomas Kopelman 💵 @TKopelman
26K Followers 627 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Douglas A. Boneparth @dougboneparth
269K Followers 623 Following President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: https://t.co/CNtZzhgQMu
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
Brian Portnoy @brianportnoy
18K Followers 1K Following I help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.
Michael Policar @MikePolicarNGP
5K Followers 638 Following A fiduciary with a passion to educate. You control money, or money controls you. Tweets not financial advice.
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Cody Garrett, CFP®�.. @MeasureTwiceMNY
15K Followers 978 Following Financial Educator at Measure Twice® - I teach DIY investors how to create their own financial plans + learn more in 5 hours than most people learn in years!
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
point.me @pointmetravel
3K Followers 163 Following We hunt far and wide to find the best flights for your points - including seats the airlines don't advertise. https://t.co/tmP4T8rKF2 - Better flights. Fewer points.
The Prince and Prince.. @KensingtonRoyal
3.0M Followers 497 Following The official account of The Prince and Princess of Wales, based at Kensington Palace.
Diana Cabrices @dianacabrices
2K Followers 1K Following fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemos
Brandon Hall @bhallcpa
15K Followers 317 Following Busting influencer tax "loopholes." CEO @therecpa. Host of the Major League Real Estate Podcast. I DIY lattes, pizza, & craft cocktails.
Axios @axios
666K Followers 1K Following Smart Brevity worthy of people's time, attention and trust. Subscribe to our newsletters: https://t.co/uMitaJHEA1
Amanda Piper, CFA @AmandaRaePiper
45 Followers 102 Following Mommy, analyst, engineer, wife, daughter, sister, auntie, biz owner, problem solver (not my own problems, duh) CFA Charterholder...always a friend. XOXO ❤️
Linds Lewis, MBA, ChF.. @the_finfluencer
236 Followers 409 Following cultivate money curiosity (she/her)
Women in Insurance an.. @wifsnational
1K Followers 524 Following WIFS is a not-for-profit organization exclusively devoted to our mission to #attract #develop #advance women in the insurance and financial services fields.
InvestNext @invest_next
668 Followers 1K Following Empowering investors to make a meaningful impact within their communities 🏘
Shannon Saccocia Priv.. @PrivatexShannon
522 Followers 395 Following only private elite here!! I will mainly talk about stock market, price action analysis etc. ONLY FOR A FEW PEOPLE. MAIN PAGE: @ShannonSaccocia
Matt J. Morris @MattJoMorris
251 Followers 540 Following I am husband, a father, and someone who work his ass off to help financial advisors better serve their clients. First at Riskalyze now at https://t.co/annqslUg3G
Justin L. Mack @justinlmack
5K Followers 2K Following Reporter for Axios Indianapolis. Formerly @finplan, @indystar @jconline @usatoday network ~ FGC jobber and pro wrestling lover ~ CLE native, Boilermaker4Life
Shannon Rosic @ShannonRosic
1K Followers 2K Following NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYRangers
Sean Brown @Sean_YCharts
3K Followers 1K Following Head Coach @YCharts. Notre Dame & Stanford fan. Entrepreneur. Process nerd. Avid reader. Nothing tweeted is financial advice.
Susan Theder @stheder
242 Followers 123 Following CMO/CXO @FMGSuite, Board Member @SmarshInc & @ComplySci, @wealth_mgmt CMO of the Year, @investmentnews Women to Watch, Contributor @FAmagazine Marketing+Fintech
Cliff Cornell @cliffcornell_
1K Followers 411 Following Associate Advisor at Bone Fide Wealth • CFP® Professional • Tweets/Posts ≠ Financial Advice
Wealth.com @WeAreWealth
995 Followers 73 Following A combination of best-in-class estate planning technology, AI and human expertise to elevate the wealth management industry.
Shannon Spotswood @sspotswoodrfg
546 Followers 381 Following President of RFG Advisory. Advisory services through RFG Advisory, LLC, Registered Investment Advisor.
Matt Halloran @MattHalloran_
64K Followers 32K Following Co-Founder @ProudMouth_ Host of the Top Advisor Marketing Podcast🎙️ Your friendly neighborhood podcaster and author of “Shut the F Up and Listen”
Yohance Harrison, BFA.. @Yo_Harrison
895 Followers 759 Following @TheMoneyScript Podcast Host Father. Husband. Financial Advisor. Friend. Brother. Entrepreneur. Speaker. These are my tweets, not advice.
Money with Katie @moneywithkatie
34K Followers 696 Following I write about money. 🤘🏼 Subscribe to the Money with Katie newsletter from @morningbrew. 👇🏼
Taylor Swift @taylorswift13
95.3M Followers 0 Following All’s fair in love and poetry... New album THE TORTURED POETS DEPARTMENT. Out now 🤍
Brice Gump @bricegump
1K Followers 669 Following Launching & scaling digital products (usually with someone else as the face) • $8.6MM in sales • Grab a copy of my new book
David @DREngIish
823 Followers 3K Following Believer. if financial planning is art, I am your artist. • @manutd @fccincinnati @ukathletics @reds @bengals • tweets ≠ financial advice
ForbesWomen @ForbesWomen
442K Followers 9K Following Women who are changing the world through business, investing and philanthropy.
Deirdre Van Nest @DeirdreVanNest
844 Followers 308 Following Founder Crazy Good Talks| Keynote Speaker & Story Strategist | Giving Financial Professionals & Entrepreneurs Tools to Make an Emotional Impact on Ideal Clients
Ben Henry-Moreland @bhenrymoreland
240 Followers 225 Following As seen at https://t.co/Y749aqPUTs and Freelance Financial Planning (@freelancefinpln). I tweet about some work stuff but I'm mostly here to avoid work.
Marshall Haas 🏎 @marshal
35K Followers 858 Following Founder/CEO of Shepherd (https://t.co/7VdfcDD12E) — we find you amazing talent from Latin America and The Philippines. Love cars and great design.
Ronica Cleary 🇺�.. @RonicaCleary
5K Followers 866 Following Founder & CEO of @clearystrat1. #DontMissTheMoment Former White House Correspondent for @fox5dc. Bylines at @USAToday & @TheHill, but it's been a minute
City of Atlanta, GA @CityofAtlanta
624K Followers 785 Following Official Twitter for the City of Atlanta #MovingAtlantaForward
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Scarlett Sieber @ScarlettSieber
32K Followers 21K Following Passionate about #fintech #startups D&I Chief Strategy Officer @money2020 Prev CIO #banking Contributor @forbes #Speaker inquiries: https://t.co/eyqmvTgXGS
Tom Bilyeu @TomBilyeu
221K Followers 2K Following 🎬 Co-Founder @impact_theory 🎮 Creator of @Projectkyzen Join the Impact Theory Discord ⬇️
Jacob Turner @TheJacobTurner
32K Followers 346 Following I help athletes & entrepreneurs build and protect wealth @momentwealth | @Investopedia Top 100 Advisor | My kids don't believe I played MLB | Tweets ≠ Advice
Everything Georgia @GAFollowers
1.7M Followers 54K Following Tweets for Georgians and other lovers of the Peach State. 🍑 📲 DM FOR PROMO 📲 DM YOUR CONTENT. Need a lawyer? CONTACT: @CeoLawyer
Ashley B. Hink, MD, M.. @ashbhinkMD
876 Followers 477 Following Trauma surgeon @MUSCSurgery. Proud Alum @harborviewmc trauma. Violence prevention researcher. Striving for a better South. Basset hound mom. Opinions my own.
Anne-Marie Slaughter�.. @SlaughterAM
152K Followers 4K Following Patriot. Entrepreneur. Mother. Mentor. Thinker. Feminist. CEO @newamerica. Fmr @Harvard_Law Prof, @Princeton Dean, Director of Policy Planning, @StateDept.
Aura Finance @Aura_Financeapp
510 Followers 78 Following Elevate your financial well-being with Aura Finance. Providing expert coaching and wealth management tools for everyday financial wellness.
Kelsey Willock Jones @kelsmels1
2K Followers 1K Following She/Her | Co-Founder of @Aura_FinanceApp | Former @GoldmanSachs | Author of Not Your Boyfriend’s Investment Advice | @techstars portco | 🦈 tech
Mark Cecchini, CFP® @markcecchini
5K Followers 698 Following 11 yrs serving HNW/UHNW clients & building RIA firms⬩Principal Advisor @Compound⬩Instructor Tax & Ethics @UCLA PFP⬩Tweets ≠ Advice⬩Views are my own 👨🏻💻 💵
Ryan Oliver @Ryno
3K Followers 3K Following Former nomad. Previously led #TwitterNext in US & Canada. 🎾 fanatic. Proud board member of @Acfb. Wannabe chef. #GoDawgs 🟦
Emily Paup @empaup
42 Followers 71 Following ▫VP of Business Development @luciacapital▫Proud @umich alum 〽️ ▫Securities offered through LPL Financial, Member SIPC https://t.co/rMuoJcTVKk
Atlanta Police Depart.. @Atlanta_Police
90K Followers 1K Following Official Twitter page of the Atlanta Police Department. Call 911 for emergencies & 311 for non-emergencies. 🚔 Account is not monitored 24/7.
Dana L. @DanaDisrupts
528 Followers 366 Following #AwardWinner | #Disruptor | #Creator | #FinServTech | #Speaker 🗣 Founder @CHIP_pros #BeKind #BeAuthentic #BeAudacious HBCU GRAD 🦅 Host @includedseries DST🔺
Kris Flammang @kflammang
304 Followers 3K Following Devoted Hubs & Dad. Silver is my natural hair color. Thoughts on Mindset & Wealth. I interview interesting $$ people. Disclosures in link.
🙌🏾Forbes recently named their Top 200 CPAs in America and I'm thrilled to be among them. What a squad! This recognition isn't just a personal milestone but a testament to the dedication and hard work all the honorees put into our profession each day. Congratulations to you all!…
3) The access to outdoor activities is just as convenient as we hoped.
2) I hope I never take views like this for granted. I see this every day.
Just logged into my Student Loan account to make a payment and LORD that mf said a 0 balance
Happy birthday to @nicolecasperson, the mother of #FintechisFemme!! 😍💖 Your friendship is such a gift. I couldn’t be more grateful that the world of fintech & media brought us together, or more in awe of you. Please join me & celebrate this woman—she is truly the best!! 🥰🎂
I recently met a young advisor in Tennessee named Thomas who is KILLING it by doing 2 things: 1. Tapping into the 50+ crowds love of PICKLEBALL 🏓 2. Using Facebook Groups Here's what he's doing and why it works long-term to generate business:
Red lip in honor of #TaylorSwift ❤️💋 Happy #FormalFriday. 🎶 🖤
I'm so sick of pay to play in our industry.
I had so much fun today - I was able to sit in and participate in 3 Liberty University financial planning classes and was blown away by the amazing kids in the Financial Planning major. They’re doing an amazing job training up the next generation of financial advisors!
Kids usually pay more attention to what we DO than what we SAY Family Finance is often “behind the scenes”. What is your best suggestion for making it something kids can SEE? (Pic: from this rainy afternoon when the kids saw me working out and joined me)
@CharlotteGelet1 It's totally not necessary, but I really appreciate the clients who truly care how I am doing too :)
This year marks just the 50th anniversary of women being able to hold a credit card in their own name. Lindsey Lewis is on a mission to shine a light on all things women + money + has practical advice for those who want to join. standarddeviationspod.com/episodes/2024/… @orionwealthtech
A couple of years ago we did a plan for a couple. They wanted to take a year-long midcareer sabbatical but thought it was impossible. We created a savings path to make it possible. Last month they emailed saying they were packing for the trip. I am loving their Insta feed!
Grateful to @investmentnews spotlighting firms ahead of the digital curve. Launched my initial virtual firm in 2015 to break location barriers, ensuring seamless client relationships through life transitions. Grateful to the OG clients still with me today! investmentnews.com/women-advisor-…
Things I didn’t need today: Multiple alerts about a wife killer finally dying.
Back home…figured we’d start the college tours now. #Duke
I have never taken a walk and regretted it. 🩵🚶🏼♀️
My daughter was born last week and I've already: 1. Updated my health insurance policy 2. Added her as a beneficiary to our Trust 3. Applied for additional life insurance 4. Set up automatic contributions to her 529 plan
Their 1st Daddy-Daughter dance should have been Saturday It KILLS me that he wasn't alive to take her. It is excruciating thinking of all the moments my kids will miss having their Dad here for. But Gracie is so tough. She still wanted to go with her Pop ❤️ And she loved it
Trends for United States
You might like
