Taylor Schulte, CFP® @DefineFinancial
Define Financial • @Investopedia Top 5 Advisor • @TheAdvisorGC • Experiments in Advisor Marketing Podcast • Stay Wealthy Podcast • @Kiplinger contributor taylorschulte.com San Diego, CA Joined October 2012-
Tweets7K
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Likes67K
A new marketing podcast for advisors is launching... Advisors get to ask the questions and @TaylorSchulte & I will provide actionable advice from TWO different perspectives. Sign up to get 1:1 help from us: bit.ly/4dcPM9c
Blue light ✅ Blue polo ✅ 6,000-word script ✅ Happy Kitces Summit Day to all who celebrate! It's not too late to register. Can't join us live? The event replay + deliverables will be sent to all registrants shortly after the Summit concludes. 👉 Get registered:…
It appears all SEC-registered investment advisers received the same overnight email with the subject line "An Important Message from the SECURITIES AND EXCHANGE COMMISSION". The email is legit, but is only applicable to RIAs registered with the SEC as internet advisers relying…
Really good stuff from Jay. The confirm email (and welcome sequence) is so powerful and often underutilized. Here’s my version of Jay’s question in my confirm email: “What retirement challenges are keeping you up at night?” Responses regularly inspire future content + it’s…
Really good stuff from Jay. The confirm email (and welcome sequence) is so powerful and often underutilized. Here’s my version of Jay’s question in my confirm email: “What retirement challenges are keeping you up at night?” Responses regularly inspire future content + it’s… https://t.co/CH3wTJp4Si
AGC Member, Jeremy Walter, helps clients align wealth with their values and inspires individuals to live richer, more intentional lives. He is a founding member of The AGC, and we are so grateful to have his expertise and enthusiasm in our community for the last few years 🎉
One of the things I've learned at Alpha Architect is how to evaluate using ETFs inside a model portfolio I recently compiled all this into a doc and updated the links to resources, books, podcasts, and courses that I have found to be helpful Sample screen shot below - DM me if…
Member Spotlight ⚡️Meet Melissa, Founder & Financial Planner behind Pearl Planning and a founding AGC member. Embracing the mantra 'you can do anything, but not everything,' she successfully focuses her team's efforts, which elevates their planning service delivery as a result.
New FINRA phishing attempt email (see screenshot below). data-finra dot org is not a valid FINRA domain. Don't click on any links or attachments if you received something similar.
Elevate Your Marketing Game: Join the Kitces Marketing Summit Break free from the noise and gain clarity on effective marketing strategies shared by advisors like you at the 2024 #KitcesMarketingSummit! Agenda with @Yo_Harrison @davezoller_ and more: bit.ly/3I5Entv
We're hiring a Director of Research at Kitces! Do you, or do you know anyone who fits the job description, and would fit in with our Team of Nerds? Apply in the link: bit.ly/43FlDuZ
Great time kicking it at the virtual @theadvisorgc hangout. Thanks @jus10castelli for leading and sharing some insight!
Financial Advisors. I’m sharing something I never have shared before related to making great videos that attract clients. It’s my templated YouTube script process. It’s always the same but it got us to 42,000 subscribers and millions of views. Youtube is the best…
Here's my Q&A on the Fed decision and the future of inflation. I hope it helps add a little perspective on what's going on. disciplinefunds.com/2024/03/21/qa-…
Big thanks to my friends at @StrackaLine for hooking me up with green books for @streamsong. Highly recommend grabbing for your home course + golf trips: strackaline.com/courses/store Also highly recommend making the trek to Bowling Green, Florida. Doak, Hanse, and Coore/Crenshaw…
STOKED. Congrats, @danielcrosby! Can’t wait to dive in. Daniel has done so much to push our profession forward. 🙏🏼 Support his work and pre-order here: a.co/d/5RWjCdl
Being a financial advisor can be lonely If you're longing for community, proven growth strategies, and a whole lot of fun... Join us on Monday 2/26 for our @theadvisorgc open house! Save your spot here: us02web.zoom.us/meeting/regist…
PSA: I founded a cost segregation firm. If you aqcuired real estate in the last few years and need a study, we would be honored to have a shot at earning your business. Check out recostseg.com for more info!
How would you prefer to consume Beach Street Legal content? We currently focus primarily on written articles and blog posts, but are hoping to gauge interest in other alternatives like audio and/or video content. For some reason Twitter limits its polls to 4 options, so if you…
Trying to convince others to DIY what they really don’t want to DIY is a stupid waste of time.
#Advicers - willing to share your marketing success w/ other advisors at our Kitces Marketing Summit w/ @DefineFinancial & myself? End-of-day TODAY is the deadline for submission for this paid(!) speaking opportunity! Details and submission form: kitces.com/summit-present…
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.
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
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!
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
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
Travis Gatzemeier, CF.. @T_Gatzemeier
6K Followers 788 Following Outdoorsman | Biz owner | Building a world-class financial and investment planning firm for entrepreneurs and stock-compensated professionals
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
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Nick Maggiulli @dollarsanddata
167K Followers 381 Following Helping people build wealth since 2017. Author of Just Keep Buying: https://t.co/q98gHouElD
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
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
Jeremy Walter @jeremywalter
5K Followers 367 Following Family guy and financial advisor exploring the intersection of money and values. Curious about Enough. Most tweets are self reminders. Simul justus et peccator.
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.
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
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Max Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Colton Etherton, CFP�.. @thetattooadvisr
2K Followers 1K Following Unique Websites for Financial Advisors + Advisor Success at @get_elements tweets≠advice
Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰
Potoat @potoat36170
0 Followers 70 Following
Ben Genz @fbgenz
24 Followers 118 Following Husband, Father, Outdoorsman, CFP® Professional, Value Investor
Skyler Smith @cryptocuremd
446 Followers 379 Following Crypto | AI | Healthcare; Student Doctor; Early Investor in #AGC; LDS; I'm just thinking out loud here. https://t.co/GbSlJD4D88
Nelson Guanche @NelsonGuanche
176 Followers 397 Following
Laura Phelps @LauraPhelp14095
2 Followers 815 Following
Dr. Ice @The_Dr_Ice
109 Followers 1K Following Canadian PM & CFP (not a doctor). Contrarian by nature. Personal portfolio is 90% evidence based investing. The other 10% is pure raw unadulterated Speculation.
Don Wharton @donwharton_ss
325 Followers 1K Following Researching serial acquirers & great capital allocators. Turning over lots of rocks. Sharing under-the-radar compounders. Not investment advice do D.D.
GTWpop @GTW_pop
97 Followers 308 Following
RockyMtnFinance @RockyMtnFinance
7 Followers 34 Following Helping clients gain control of their finances, and navigating an ever-changing investment landscape. Tweets are opinions and not advice.
Dan Martini @DanPMartini
2K Followers 843 Following CEO of One Stop Revenue | My thoughts on business growth, stocks, marketing, and philosophy 💭 Served 200+ businesses and counting
Taylor J. Thompson, M.. @AdvisorTaylor
36 Followers 162 Following Helping High Income Earners & Entrepreneurs Build & Protect Wealth. Nominated Top 40 Advisors Under 40 Investment News. Tweets ≠ advice.
Justhereforthejokes @Bohemeth41
43 Followers 321 Following
+ @0oo0o00o000oo
24 Followers 274 Following
Andrew | Fed Finances @Fed_Finances
311 Followers 241 Following I Help Veterans With High Income & Veterans Who Are Small Business Owners Achieve Their Financial Goals and Retire. Tweets ≠ recommendations | US Navy
David Rath, CMT, CFA @DJwrath
818 Followers 634 Following Charts during the week 📈📉 | Chokes on the weekend 🥋 | Not investment advice
The Snowy Grinch @grinch_snowy
71 Followers 393 Following
Red-Haired @JessicaWil85494
0 Followers 784 Following
Lofty Lady @TPC_players
9 Followers 165 Following Energetic entrepreneur. Strategic thinker. Passionate leader. Committed to innovation, excellence, and empowering others in the journey to success
Mark Colin @uboat159
660 Followers 4K Following Christian, Husband, Fireman, Step Dad, 35yr Investor, Athlete, Skier, Dirt & Mtn Bike, Grateful. $GMGI #2024 (Not a trader, Not an advisor, Not in marketing )
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.
Jake Skelhorn, CFP® @JakefromSpark
31 Followers 31 Following Partner @ Spark Wealth Advisors • I help you organize and optimize your finances so you can live your best life, now and later.
Vladyslav Blahun @vladyslavblahun
50 Followers 890 Following I design websites for advisors, empowering them to bolster their credibility and inspire trust.
GDepp4378 @GDepp4378
0 Followers 844 Following
Account Ability @Account_Ability
1K Followers 2K Following A simple, yet powerful, solution to the complicated job of annual 1094, 1095, 1098, 1099, 3921, 3922, 5498, W-2G and W-2 compliance.
Ail Rashid @AilRashid195229
167 Followers 6K Following
Lora @Lora27027284293
565 Followers 6K Following
Linda B @LindaB881166966
44 Followers 3 Following A Twitter bio is a short and concise description that allows you to showcase your personality, interests, and profession to your followers.
Ziano ⚛️ OwO @SaroneSifu
389 Followers 4K Following Bachelor’s Degree History. #AI #DePin #RWA Jeet Kune Do
mugachild.org @MugaSkills
67 Followers 499 Following Restoring Hope And Lives. Feeding Kids. Feeding Spirits. Empowering Communities.
Salty Long @salty_long5862
516 Followers 2K Following 5+ years of money management - market data daily - informational purposes only - Not Financial Advice
Coach Joe Lukacs @CoachJoeLukacs
558 Followers 842 Following I have coached & consulted with over 2,500 practices in my nearly 30-year career, resulting in over $50B of AUM, and over $500M additional revenue.
Dominic Jenkins @dominic33888
7 Followers 189 Following Advisors come to us when they want to partner with CPAs.
Brad Gotto, RICP® @B_Gotto
112 Followers 246 Following Father, founder, financial advisor. Jesus wasn’t into politics or hate. Tweets ≠ financial advice.
Kyle Rolek @rolekretirement
24K Followers 45 Following One-Stop Comprehensive Retirement Planning For People Age 50+ RWM is a registered investment advisor. https://t.co/8tXmJmbUo0
Katherine Edwards, CF.. @KEdwardsCFP
232 Followers 145 Following 👩🏼💻 Advice-only financial planner at MainStreet Financial Planning 👩🏼🌾 Gardener 🦮 Golden Retrievers ☕️ Good Coffee
David Bowman @DavidCBowmanCFP
21 Followers 49 Following
SLH @_slh2
234 Followers 3K Following
Anthony Dagati @AnthonyDagati
42 Followers 161 Following Private Wealth & Family Office Investing. Tweets ≠ advice. Views are my own.
Patrick B Parker @patbparker
270 Followers 136 Following Chief of Product @ Fynancial | The First Social Financial Platform (SFP) for High-Growth RIAs | Forbes Tech Council | #WealthTech | Digital Transformation for R
Jonathan Grannick @jgrannickcfp
0 Followers 6 Following
Yacht Or Foodstamps @YachtOrEBT
1K Followers 553 Following Life is like a sandwich: the bread comes first.
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.
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
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
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!
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
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
Ben Carlson @awealthofcs
256K Followers 715 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Travis Gatzemeier, CF.. @T_Gatzemeier
6K Followers 788 Following Outdoorsman | Biz owner | Building a world-class financial and investment planning firm for entrepreneurs and stock-compensated professionals
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
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Nick Maggiulli @dollarsanddata
167K Followers 381 Following Helping people build wealth since 2017. Author of Just Keep Buying: https://t.co/q98gHouElD
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
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
Jeremy Walter @jeremywalter
5K Followers 367 Following Family guy and financial advisor exploring the intersection of money and values. Curious about Enough. Most tweets are self reminders. Simul justus et peccator.
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.
Eric Balchunas @EricBalchunas
266K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.
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
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
David Rath, CMT, CFA @DJwrath
818 Followers 634 Following Charts during the week 📈📉 | Chokes on the weekend 🥋 | Not investment advice
Chris Stanley @BeachStreetEsq
570 Followers 0 Following Founder @ https://t.co/JmhuHh1JQK - a law firm for entrepreneurial investment advisers & financial planners. Otherwise outdoors.
Luke Swanson @Luke_Swanson_
949 Followers 1K Following "You heard about Pluto? That’s messed up, right?" #BoomerSooner always
Katherine Edwards, CF.. @KEdwardsCFP
232 Followers 145 Following 👩🏼💻 Advice-only financial planner at MainStreet Financial Planning 👩🏼🌾 Gardener 🦮 Golden Retrievers ☕️ Good Coffee
Dave Nadig @DaveNadig
20K Followers 679 Following Free Agent Financial Futurist. Connecting dots between humans and finance. DMs open, LinkedIn works. https://t.co/oKWq31HJWg for more.
Zach Melloh @zachmelloh26
6K Followers 909 Following I Help High Earners Craft Financial Plans, Plan for Tax-Events, Minimize Estate Tax, & Invest Tax-Efficiently | CFP Candidate | DM’s Open | Tweets ≠ Advice
Tanner Hoyt @tannerkhoyt
437 Followers 446 Following
The Local Newsletter .. @lifeof_scoop
4K Followers 157 Following Local newsletter expert. Created Naptown Scoop – Annapolis, MD's most popular media and a six-figure advertising biz. I want to teach you how to do the same.
Monetary Wonk @MonetaryWonk
4K Followers 640 Following Thoughts on all things monetary, markets, and Bitcoin eth🦇🔊. Non-tribal. Try to see the world through non-ideological lens. Deranged sense of humor
Michael Putterman, CF.. @DreamBiggerLLC
388 Followers 226 Following Founder of Dream Bigger Financial, LLC | Financial Advice and Education for Early-Career Physicians | Tweets ≠ Advice
Brett Wysopal, CFP®,.. @Soaps27
1K Followers 520 Following Helping Equity Compensated Individuals & Ex-D1 Hockey Players Build Their Ideal Life| Lead Planner@ Secfi| Girl Dad 2X| Tweets ≠ advice.
Rachael Camp, CFP® @camp_wealth
23K Followers 271 Following Building a "work optional" life and sharing everything I know. | Owner of Camp Wealth | Co-host of the Becoming Work Optional Podcast | Tweets are not advice.
Do Business. Do Life... @DbdlPodcast
134 Followers 97 Following A podcast to help financial advisors create unlimited growth & freedom in their LIFE & BUSINESS & do it faster than ever #DBDL 🎙 @brad_johnson
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.
Noel Watson @Noel__Watson
525 Followers 435 Following Helping over 50s plan for a successful retirement | Author https://t.co/9P77PXq4db
Dan Bennett, CFP®️ @danbennett31
278 Followers 217 Following Founder of Lake Water Advisory | Helping high-earners with their finances💰| Dad x2| Probably playing basketball 🏀 | Always learning | ‘Cuse hoop fan
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 👨🏻💻 💵
John Stoj® @StojBoj
4K Followers 3K Following NYC ➡ CHI ➡ ATL. Sell-side ➡ buy-side ➡ clients’ side. Father, anesthesiologist’s husband, founder of flat-fee RIA Verbatim Financial. Truth teller. Fiat slave.
Heather Joelle Bonepa.. @averagejoelle
8K Followers 2K Following Attorney. Author. Biz affairs for @dougboneparth. Helping couples talk better about money on The Joint Account 💕 💸 👇. Views def my own.
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
Corey Westphal, CEO a.. @mobileassistCEO
141 Followers 1K Following Leading the team at Mobile Assistant to bring innovation to the dictation game for financial advisors and the organizations supporting them.
Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
Austin Coley, CFP® @AustinColey
702 Followers 521 Following CFP®. Pioneering The Cornerstone Process™. Formerly @Pirates. Belmont U. Providing clarity, confidence & accountability. https://t.co/Wjq1nDX80W
Jarrett Holmes, CFP®.. @JarrettHolmesFP
292 Followers 136 Following I help high income millennials reduce taxes, build wealth and secure their future | Founder @ Unaffiliated Wealth | President’s List @ FP Canada
Billy Broas @BillyBroas
3K Followers 122 Following I help businesses create simple yet powerful marketing messages. Creator of The Five Lightbulbs framework. Author of Simple Marketing for Smart People (June 24)
Informed Decisions - .. @idecisionsfp
772 Followers 452 Following Ruthlessly Independent Investment & Retirement Planning. Share insights to help people avoid costly financial mistakes thru an award winning Blog & Podcast
Austin Hon, CFP® @MomentumPWM
63 Followers 119 Following Providing holistic wealth management and financial planning services to everyone. #XYPlanning Member, CERTIFIED FINANCIAL PLANNER™ Professional #CFPPro
Jeremy Sharp, ChFC® @adviser_jeremy
440 Followers 919 Following I tweet about faith, finance, and sports. ✌️
Holly Deaton @HollyLDeaton
628 Followers 627 Following Reporter @iimag's @RIAIntel | DMs are open | Tips and quips: [email protected]
Ilyce Glink @Glink
16K Followers 9K Following #Realestate & #financialwellness expert. Author, speaker, entrepreneur; syndicated columnist & @WGNRadio contributor. Find me: https://t.co/VhsaL0VvDV & @BestMoneyMoves.
Peter Ciravolo @PeterCiravolo
572 Followers 588 Following Only Fee-Only Podcast | BC Brokerage | Travel. Food. Golf.
K Frost, CFP® @Koryfrost
423 Followers 2K Following University of Michigan graduate. Director of Planning & Strategy for an RIA. My opinions are my own.
Tyler Purcell - Laund.. @TylerPurcell24
5K Followers 559 Following Sharing insights while building a $1B wealth management firm and a $100M laundromat biz │ COO, Kiplinger Wealth Advisors │ Co-founder of The Laundry Spot.
Jake Northrup, CFP®,.. @Jake_EYW
921 Followers 327 Following Founder and Financial Planner at Experience Your Wealth 💰| @investmentnews 40 Under 40 & @investopedia 100 advisor 🏅| Dog Dad 🐕| Travel Lover 🌎
Casey Griesemer, CEPA @Tallcaseyg
99 Followers 86 Following Exit Planning Advisor | 10+ yrs Consulting with Business Owners and Retirees Securities offered through LPL Financial, Member SIPC https://t.co/1Z3ZEKAznF
Shabana Nathoo, CFP®.. @shabana_nathoo
112 Followers 158 Following Certified Financial Planner(R) Certified Divorce Financial Analyst(R) Principal @NavigoWealth, CFP(R) program instructor: Retirement Planning @riceprofdev
Ashley Quamme, LMFT, .. @bamconsults
842 Followers 416 Following Financial Behavior Specialist 👩🏼💼 | Financial Therapist 🛋️ | Speaker 🎤
Traveltirement™ �.. @wander_wealth
9K Followers 1K Following Cheap Homes In Italy 🇮🇹 + France 🇫🇷 | Resources, Courses, and Community To Make It Happen 😁🌍
David Dedman @DavidADedman
1K Followers 461 Following Financial advice for medical sales reps on the path to financial freedom. | ChFC®, AWMA® | Host of All Things Money - https://t.co/6acqn3xQuF | BBN
Fried Egg Golf @fried_egg_golf
105K Followers 851 Following A deeper level of golf. Tweets by: @AndyTFE & @willknightsTFE — Learn more about Fried Egg Golf: https://t.co/thjKId5DL3
Tommy Modec 💰 @tommymodec
97 Followers 163 Following ✞ | Founder of Counterculture Wealth | I help people with money | Tweets ≠ advice | Minneapolis📍
Joe Marshall @Joe_A_Marshall
414 Followers 318 Following Co-founder at Coastal Capital Advisors. Helping tech professionals w/ equity comp feel confident and avoid big mistakes. Tweets ≠ advice
J0rg3 @j04_g3
1K Followers 815 Following Collector of Experiences | Wine & Tequila Aficionado | Endurance Cyclist | A tad Eccentric | USMC Vet | Aspiring Polyglot | Butterfly Chaser
Will Steiner @BigWillieStein
681 Followers 1K Following Head of Content @Altruist | Creator of https://t.co/U5VamaelfU and https://t.co/mEcZhFc50o
Christopher Parker @ChrisParkerHh
350 Followers 1K Following Senior commissioning editor and head of design @ https://t.co/IcBtuwVWkM, looking for great writers with big ideas. ✏️ Some of my work ☝️
Ben Burkhart, CFP® �.. @benbrkhrt
526 Followers 675 Following what would you do if you knew you couldn’t fail?
.@BrascettaAlexa had this to say about The Soul of Wealth. I’d love for you to check it out: amazon.com/Soul-Wealth-re…
Ummm what?!
16-YEAR-OLD QUINCY WILSON JUST POSTED A 44.37 4x400m SPLIT!!!🤯😱
Step 2 of the Backdoor Roth IRA 😎
Traditional IRA emptied? Now fund it ($7,000 for 2024 under 50). Wait a bit, then convert to a Roth IRA and watch your gains grow tax-free! File taxes strategically (mention "non-deductible traditional IRA contribution"). #BackdoorRoth #RetirementPlanning #IRATips
@AravindSitham This is great feedback! I just added this to my notes to talk to Taylor about. SO many advisors feel JUST like you. So, as we start to prep our initial guests this might be an excellent fit. It's in my notes AND thank you for sharing that with me!
@AravindSitham Cannot WAIT to push this new show out... my #1 goal is to live up to your expectations of creating a "banger." 🤣 You'll have to let me know how we do. I will be looking forward to your feedback if we fulfill as a banger of a show. ✅
@kendrarockslife If I wasn’t so petrified/a little ashamed at the lack of tech/systematization on the marketing side I’d sign up for the AMA for sure. Actually if y’all would take a “I have never done formal marketing before - where do I start” type episode I’d sign up
💯 gonna be a banger. Definitely going on the listen list.
A new marketing podcast for advisors is launching... Advisors get to ask the questions and @TaylorSchulte & I will provide actionable advice from TWO different perspectives. Sign up to get 1:1 help from us: bit.ly/4dcPM9c
The 2024 @uswomensopen is just a month away! @megadkins_TFE gets us ready for this year's championship with some holes to watch at Lancaster Country Club
Thanks for covering this topic so well! @malito_ali @MarketWatch Is your financial adviser on your side? There are new rules for managing retirement savings - why investors should care. marketwatch.com/story/is-your-…
For the win…
Jimmy, @Metallica, and @theroots perform "Enter Sandman" with Classroom Instruments! #Tonight10 #FallonTonight #FallonFlashback
Nothing like a #PennRelays Saturday.
Look what @Roger_whitney and I have been cooking! Roger & Dan’s Retirement Lab will be a place where we chop it up and noodle on about all things retirement in order to help raise the standards of retirement planning and client outcomes for retirement focused planners. Keep those…
Update on my custom, internal GPT, Billy's Brain. I've got a decent workflow now . . . I have a Google Drive folder called BBCustomGPT. Inside it are Google Docs, each containing a body of knowledge. For example: Doc 1. My Five Lightbulbs manual which contains everything…
We also make our own coffee at Potomac! Happy Friday!!!
Anytime I see something meaningful and sustainable get built, it's almost exclusively by a team that doesn't care who gets the credit. Humility is outrageously profitable.
Flattered to weigh in on life centric financial planning with some great people. Truly one of the most fulfilling aspects of my work.
A new article with 💬 from Brian K. Peterson, Brian Plain, Garrett Moore, Chris Ward, Chris Kimmet, Brenna Baucum, Justin Castelli, Zack Swad, and Ryan Furlong published on NewsCenter1. @ChrisKimmet @jus10castelli @RyanFurlongCFP #wealthtenderquotes newscenter1.tv/lifestyle/pers…
Coming Soon (like it or not). Listen in as @danhaylett, and I work on creating top-tier human-first #RetirementPlanning firms. Inspired by the feedback from @Ross__Marino's SHIFT conference.
Had SUCH a blast this week @IARFCAssoc’s 40th Celebration & Conference! I love speaking about online reviews, but even better? When the entire audience wants to raise their hand & share their results! ⭐️ So proud of @wealthtender & the impact we make on FA marketing! 📈
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