Jessica Colston @Jessica_H_Coach
Executive Business Coach Joined October 2019-
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Followers199
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Following296
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Likes838
I've heard @Jessica_H_Coach talk on the topic of Limiting Beliefs before and let me tell you - @carson_coaching knows what they are doing by having her on the team. This will be a great session and I highly recommend you join us. us02web.zoom.us/meeting/regist…
I've heard @Jessica_H_Coach talk on the topic of Limiting Beliefs before and let me tell you - @carson_coaching knows what they are doing by having her on the team. This will be a great session and I highly recommend you join us. us02web.zoom.us/meeting/regist…
Really excited to have @Jessica_H_Coach on The F Word and talk about a topic that affects so many in #FinServ #FinTech and beyond. I hope you'll join us on July 18th at 1pm CT. us02web.zoom.us/meeting/regist…
Really excited to have @Jessica_H_Coach on The F Word and talk about a topic that affects so many in #FinServ #FinTech and beyond. I hope you'll join us on July 18th at 1pm CT. us02web.zoom.us/meeting/regist…
Thanks for the awesome swag! @AnaT_Edits @RetirementRisks
“Watch your thoughts, they become your words; watch your words, they become your actions; watch your actions, they become your habits; watch your habits, they become your character; watch your character, it becomes your destiny," Philosopher Lao Tzu. CC: @Jessica_H_Coach
It's almost time for our next Network UP! Tomorrow, March 14th at 11am CT, we will be joined by @SarahCainCoach and @Jessica_H_Coach of @carson_coaching to talk about "Reasons You're Underliving Your Potential" - Register Now: cutt.ly/NetworkUP2023
Thanks to @CarsonGroupLLC for blessing me with a scholarship to participate in the Emerging Advisor Growth Program. The experience was phenomenal and life changing. @Jessica_H_Coach @jjpeller are AMAZING coaches!!
I have the best teammates! Thanks for celebrating me! @SarahCainCoach @AnaT_Edits @RetirementRisks @jjpeller @HerbisonGerry @Bmoney_CG @tlb_breitenbach @Dr_JulieFinServ Kait, Katie, Greg, and Michael.
This morning I teased my partner for looking up the measurements for the final proof of sourdough we make a few times a month. At lunch I put the bread in the oven and I forgot a step in the process. Just 1 hour after recording tips on why processes are so important. Silly human.
Love working along side of these fantastic people and their willingness to sneak in a quick power shop before dinner. @AnaT_Edits
Just had an initial discovery call with an amazing female advisor that I have the honor to coach. Y’all just get me so 🔥!!! What a great way to end the week.
These are my people. I love our team and passion!
These are my people. I love our team and passion!
Love connecting with the best people in the industry @excell @CristinaWiebelt
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
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
Camille Koppenberg, A.. @ckoppenberg
1K Followers 1K Following 🇵🇭🇺🇸, PNW living, Mom of 2, Wife, Wealth Advisor | She/her | #fintwit | tweets ≠ advice
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 💕
Ron "Omani" Carson (h.. @rchusker
6K Followers 461 Following Founder and CEO of @CarsonGroupLLC + @CarsonWealth The views expressed are those of the speaker and may not reflect the views of Carson Group.
Mary Kate Gulick @MaryKateGulick
2K Followers 923 Following Finserv/Fintech Marketing Nerd | Human-First Leader | Amazon Bestselling Author | Loud Laugher | Prolific Swearer | Wealthies 2022 CMO of the Year | Speaker
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Nick Gertsema @ngertsema
1K Followers 597 Following CFP®, ChFC®, RICP®, AIF®, Husband, Father, CEO, Wealth Advisor, Z-Man enthusiast. #fintwit
Craig Lemoine, PhD, C.. @HigherEdCraig
1K Followers 790 Following Director of the Personal Financial Planning Program @ The University of Illinois. Editor - Journal of Personal Finance.
FinArt @TheFinArtist
1K Followers 1K Following Branding and Design for Finance and Fintech | [email protected] |
Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
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
BMoney_CG @Bmoney_CG
910 Followers 2K Following Director of Strategic Partnerships at Carson Group | Director at FinServ Foundation | D.C. Sports Fanatic | George Mason University | CFP in the making
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Samantha Allen @samanthajoallen
1K Followers 2K Following Marketing leader and author of the #DigitalDebrief. Passionate about telling brand stories online. Runner. Mom. Relentless Husker fan. She/her | Gryffindor
Carson Group @CarsonGroupLLC
6K Followers 1K Following Find Your Freedom Join the nation's fastest-growing advisor movement. (For advisor use)
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
Danika Waddell, CFP®.. @danikaw
3K Followers 2K Following Founder of Xena Financial Planning, guiding women in tech. Investopedia Top 100. Mom of 2, trail runner, cross-country skier, adventurer. Not advice. She/her.
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
Dr. Preston D. Cherry.. @DrPrestonCherry
2K Followers 2K Following Founder @ConcurrentFP. Help affluent GenX build wealth to achieve financial freedom. @CNBC Advisor Council. Top 100 Advisor by @Investopedia. Tweets ≠ advice.
Pratistha | Newslette.. @pratisthapatel_
6K Followers 1K Following Building profitable newsletters for brands & founders. 100,000+ emails sent from around the 🌍 | Founder @thriveletter
Seeshough @Seeshough191418
144 Followers 3K Following
Plootus @WearePlootus
689 Followers 2K Following Plootus simplifies retirement planning for an average individual without paying exorbitant fees. Available through Apple and Android app stores.
Carla Levy @CarlaLevy169304
59 Followers 3K Following
Exchange 2025 🔜 La.. @exchangeETF
2K Followers 497 Following #ExchangeETF 🔜 March 23 – 26, 2025📍@VirginHotelsLV, Las Vegas Get 2025 updates: https://t.co/GUUq7o9MU3
Rusk0f @CryptoRusk0f_
103 Followers 4K Following ⛏️ Ça dig sur @TheDiggersDAO | 📻 Ça vibe sur @jpgxfm|
James R Caldwell @CaldwellWealth
377 Followers 558 Following Wealth Designed. Life Defined. Wealth Advisor @CarsonWealth.
Teauriwey @teauriwey80837
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Vishesh Saraf @VisheshSaraff
102 Followers 819 Following
ProTradeAlert.com @ProTradeAlert_
977 Followers 5K Following Trade Alert Subscriptions https://t.co/3pPXWR5p7f
AgingPlan @AgingPlanLTC
243 Followers 1K Following Long Term Care Insurance Specialists based in #Spokane https://t.co/esYb2HsEy4 https://t.co/ZNlq3yqcBn…
Sidney Snyder @SidLSnyder
112 Followers 159 Following Digital and Social Media Specialist in the #fintech and #advisory space 👑👑👑 - helping brands tell their story one tweet at a time 📲
Sonu Varghese @sonusvarghese
7K Followers 1K Following Musings on investing, the economy & all else. VP, Global Macro Strategist, @CarsonGroupLLC Advisory services through CWM, LLC, Registered Investment Advisor.
FusionIQ @FusionIQOne
180 Followers 474 Following Our cloud-native all-in-one wealth management platform makes it easy for banks, broker-dealers, credit unions, and RIAs to be digital wealth leaders.
Andres Mazabel @AndresMazabel
811 Followers 2K Following Head of Advisor Sales at @trustandwill | Helping advisors have access to a modern Estate Planning platform I Alumni of @SDSU, @JPMorgan, @WellsFargo
Blaine Thiederman MBA.. @progresswealthm
167 Followers 600 Following The Tech Pro Financial Advisor | I Help Professionals in Tech Retire Earlier and Reduce Their Taxes | Schedule a Complimentary Call Below
Johanessbach @Johanes59441763
89 Followers 634 Following
Chris Randall @ChrisRandall31
831 Followers 2K Following Flat-fee financial advisor to millennials & 1st time investors. Advocate for financial literacy & education. Tweets ≠ Advice.
Jeanne @JLWCPA2
3K Followers 1K Following Mom, caregiver, CPA. Specialties are estates and trusts. CA & WA. 🌺gardener. ⚾️ fan. Amateur photog of birds & sunsets. Wear your life jacket.
Chris Lazzuri @acct_4_growth
825 Followers 2K Following Husband, father, fan, coach. Helping professional service firms grow by developing others. Opinions posted are my own, and often just trying to get a laugh.
Chelsea Ransom-Cooper.. @Chelsea_CFP
2K Followers 1K Following Empowering women to build wealth through equity! 💸 Founding Partner & Financial Planner @networthzenith | Investment News 40 Under 40 | Young Advisor to Watch
Charesse Spiller @CharesseSpiller
639 Followers 914 Following Founder of @getlevelbest | Creator of FinOps Co-op | Empowering financial planners to streamline and scale their operations.
Yasmeenbangles @yasmeenbangles
162 Followers 505 Following
BairFinancialPlan @BairFinancial
698 Followers 1K Following Impact Investing for Sustainable Wealth #SociallyResponsibleInvesting #ESG #ImpInvSecurities offered through LPL Financial, Member SIPC https://t.co/lCWafZD0EA
Carson Coaching @carson_coaching
2K Followers 113 Following Carson Coaching is a proven path forward for advisors who want to get focused, re-energized and on the fast track to growth and fulfillment.
Francislyn Lastimoso @FrancislynLast1
104 Followers 1K Following
Myriam Lerma @MyriamLerma
3 Followers 132 Following
Uziel Gomez, CFP®, A.. @Uzigomez
90 Followers 132 Following
Erin Wood @ErinWood402
930 Followers 555 Following Mother to two👨👩👧👦 Wife to one. SVP - Financial Planning. CFP. RV Traveler🚐Amateur Meditator🧘🏻♀️Foodie 🍽 Believer in all things possible.
Daniel Adams, CFP® @DanielAdamsUS
326 Followers 769 Following Proud American. @FlyNavy, @NorthwesternU Alum.
Katie Brewer, CFP® @YourRichestLife
4K Followers 3K Following Helping #genx physicians, technophiles and high-income earners take charge of their financial lives. Financial Planner #Aggie NOTE: I do NOT have Telegram accts
Scarlett Abraham Clar.. @_SAClarke
74 Followers 118 Following VP, Chief Diversity and Inclusion Officer, @CommonwealthFN. Member https://t.co/39nK5GI8Cj, https://t.co/SCJy2mYNrv. Terms: https://t.co/oTzg8fXyU2
Carmen @JustCarmenSense
130 Followers 208 Following It's the simple things in life that are the most extraordinary. -Paulo Coelho
Martin @Martin34397444
25 Followers 134 Following
Liz Shook @elisabethshook
60 Followers 178 Following
Brandon Cain @BCainBJJ
35 Followers 182 Following BJJ Brown Belt • Long Range Precision and Tactical Shooter • Overlanding/Outdoor Enthusiast • Software Quality Engineer
YCharts @ycharts
38K Followers 7K Following Enabling smarter investment decisions & better client communications. Email: [email protected] Free trial: https://t.co/2GGVDn72Fm #YCharts
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
T3 Technology Tools @t3techhub
4K Followers 2K Following The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.
Kristen Schmidt @RIAOasis
905 Followers 916 Following Technology Strategist | Speaker | Consultant | Workflow & process nerd. Tech research & implementation.
Jessica G @jessgolson
7 Followers 160 Following
Emma Kerr @emmarkerr
1K Followers 673 Following U.S. Editor, @nudgeglobal. Past: @usnews, @thedailybeast, @chronicle. Alum: @michigandaily. Views do not reflect my employer, not investment advice.
EOS Worldwide @EOSWorldwide
6K Followers 4K Following The Entrepreneurial Operating System® combines timeless business principles with powerful tools to help entrepreneurs get what they want from their businesses.
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
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
Camille Koppenberg, A.. @ckoppenberg
1K Followers 1K Following 🇵🇭🇺🇸, PNW living, Mom of 2, Wife, Wealth Advisor | She/her | #fintwit | tweets ≠ advice
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 💕
Ron "Omani" Carson (h.. @rchusker
6K Followers 461 Following Founder and CEO of @CarsonGroupLLC + @CarsonWealth The views expressed are those of the speaker and may not reflect the views of Carson Group.
Mary Kate Gulick @MaryKateGulick
2K Followers 923 Following Finserv/Fintech Marketing Nerd | Human-First Leader | Amazon Bestselling Author | Loud Laugher | Prolific Swearer | Wealthies 2022 CMO of the Year | Speaker
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Nick Gertsema @ngertsema
1K Followers 597 Following CFP®, ChFC®, RICP®, AIF®, Husband, Father, CEO, Wealth Advisor, Z-Man enthusiast. #fintwit
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Craig Lemoine, PhD, C.. @HigherEdCraig
1K Followers 790 Following Director of the Personal Financial Planning Program @ The University of Illinois. Editor - Journal of Personal Finance.
Shana Orczyk Sissel ".. @shanas621
9K Followers 2K Following Founder & CEO @Banrion_Capital, Masshole, Worcester Born & Raised ❤️ Hawkeyes. Queen of Alternatives™️ Seen on @FoxBusiness @business @CNBC @TDANetwork @cheddar
FinArt @TheFinArtist
1K Followers 1K Following Branding and Design for Finance and Fintech | [email protected] |
Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
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
Valerie Rivera, CFP®.. @1GenWealth
3K Followers 2K Following CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
BMoney_CG @Bmoney_CG
910 Followers 2K Following Director of Strategic Partnerships at Carson Group | Director at FinServ Foundation | D.C. Sports Fanatic | George Mason University | CFP in the making
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Samantha Allen @samanthajoallen
1K Followers 2K Following Marketing leader and author of the #DigitalDebrief. Passionate about telling brand stories online. Runner. Mom. Relentless Husker fan. She/her | Gryffindor
Anna N'Jie-Konte, CFP.. @anjiekonte
3K Followers 1K Following Financial Powerhouse Newsletter | President @re_envisionwlth | Lover of all things 💰, food & culture | tweets ≠ advice
Globe Life Field @GlobeLifeField
23K Followers 127 Following Home of the @Rangers - 2023 World Series Champions 👑
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!
Ashley the CPA 🌿 @seattle_tax
8K Followers 610 Following Microsoft MVP - BizApps and MS365. I talk about trusts, taxation and technology, not necessarily in that order. Actively trying to give AI my job.
Exchange 2025 🔜 La.. @exchangeETF
2K Followers 497 Following #ExchangeETF 🔜 March 23 – 26, 2025📍@VirginHotelsLV, Las Vegas Get 2025 updates: https://t.co/GUUq7o9MU3
Jamison Smith @JamisonSmith02
36 Followers 169 Following
Frazer Rice @frazerrice
3K Followers 948 Following Family Office, T&E, Wealth & Trustee Consulting, "Wealth Actually" 📕 Book & 🎙️Podcast. Golf/Horror/Comic Book/'80s Fan.
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
Orion WealthTech @orionwealthtech
8K Followers 2K Following Power your growth and scale your business with Orion’s fully connected technology and investment solutions. https://t.co/wePQyBzEUZ
Matt Zeigler @CultishCreative
1K Followers 2K Following Personal Archive advocate | write | speak | advise | YouTube | husband | and lots of music-related nerdery. All links below. "You know what love is."
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.
Lauryn Williams @LaurynCwilliams
11K Followers 465 Following 4x Olympian for Team USA. Now I help athletes and young professionals organize their finances.@worth_winning. https://t.co/8cozQOI0O7
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.
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
Chris Lazzuri @acct_4_growth
825 Followers 2K Following Husband, father, fan, coach. Helping professional service firms grow by developing others. Opinions posted are my own, and often just trying to get a laugh.
Chelsea Ransom-Cooper.. @Chelsea_CFP
2K Followers 1K Following Empowering women to build wealth through equity! 💸 Founding Partner & Financial Planner @networthzenith | Investment News 40 Under 40 | Young Advisor to Watch
OpenAI @OpenAI
3.4M Followers 0 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6LgzPA
Leighann Miko, CFP® @EqualisFP
1K Followers 688 Following Financial planner | Co-Founder Avise Financial | Founder Equalis Financial | LGBTQ+ creatives & progressives | Heirs redistributing wealth | LA & PDX | she/her
Katie Brewer, CFP® @YourRichestLife
4K Followers 3K Following Helping #genx physicians, technophiles and high-income earners take charge of their financial lives. Financial Planner #Aggie NOTE: I do NOT have Telegram accts
Scarlett Abraham Clar.. @_SAClarke
74 Followers 118 Following VP, Chief Diversity and Inclusion Officer, @CommonwealthFN. Member https://t.co/39nK5GI8Cj, https://t.co/SCJy2mYNrv. Terms: https://t.co/oTzg8fXyU2
Arlene Donley Moss (s.. @ArleneDMoss
2K Followers 1K Following Coach of fee-for-service planners. Skier, cyclist, hiker. - Transparency - Honesty - Integrity - Supportive #RideYourOwnRide #THISmovement
Atlas Coffee Club @AtlasCoffeeClub
2K Followers 3K Following Single Origin Coffee Subscription Roasted to Order, Designed to Discover Travel The World, One Cup at a Time®
Kate Healy @Kate__Healy
3K Followers 603 Following CEO & Founder, AdvoKateIQ, LLC. Strategic Advisor all things Growth: Marketing, NextGen client and talent development. Rutgers grad, Giants fan, Jersey native
Mary Beth Franklin @MBFretirepro
5K Followers 523 Following Contributing Columnist at InvestmentNews; former senior editor at Kiplinger's magazine; public speaker on Social Security & retirement; ebook author; CFP.
Dr. Sharon Melnick @DrSharonMelnick
7K Followers 7K Following MG Top 100 Coach. Keynote Speaker. Bestselling Author. CEO of Horizon Point Inc. • In Your Power: React Less, Regain Control, Raise Others available 11/15!
Tiffany Aliche @TheBudgetnista
62K Followers 9K Following Financial Educator/ NYT Bestseller: Get Good with Money/ Co-owner @livericher @theBApodcast /Owner @mali_more /Text me: https://t.co/syEf4aFWFN
Amanda Goetz @AmandaMGoetz
110K Followers 5K Following Ambitious Goals, Balanced Life | 🧩 Life’s A Game Newsletter | 2x Founder + 3x CMO + 3x Mom + Building 3 companies | Prev @EY_US @theknot @house__of__Wise
Rianka R. Dorsainvil,.. @Rianka_D
4K Followers 806 Following Co-CEO @2050wps, Host @2050TBs, CFP®, Past Nat'l Prez @FPANexGen, A voice for next gen of fin planners, @CNBC FACouncil, IN 40 Under 40, AKA, Hokie
Lazetta Rainey Braxto.. @lazettabraxton
4K Followers 3K Following Financial Expert, Social Entrepreneur, Business Strategist, and Board Leader connecting wealth and DEIB for the common good.
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
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
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Nicole Casperson @nicolecasperson
8K Followers 2K Following Founder & CEO Fintech Is Femme Media ✍🏽 Podcast Host🎙️ Opinions @Forbes, Global Speaker, Professor, AAPI 🇵🇭 Debut Book: Fintech Feminists coming fall 2024!
T3 Technology Tools @t3techhub
4K Followers 2K Following The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.
James Werner, CFP®�.. @JAllenWerner
2K Followers 2K Following Where else can I engage in meaningful industry content, debate the merits of brussels sprouts and $5 lattes, and communicate via meme?
RightCapital - Right .. @RightCapitalHQ
3K Followers 1K Following RightCapital makes the #financialplanning process a breeze for #advisors and clients. Let's build plans to help your clients achieve their #financialgoals.
FA Match @FAMatch
937 Followers 806 Following An Opportunity Marketplace for Financial Advisors and Firms
Brian McLaughlin @redtailtech
3K Followers 2K Following President of @OrionWealthTech, Former CEO at @RedtailCRM
Johnny Sandquist @johnellert
3K Followers 1K Following husband. dad. building #finserv and #fintech brands as ceo of @threecrownsllc.
Kristen Schmidt @RIAOasis
905 Followers 916 Following Technology Strategist | Speaker | Consultant | Workflow & process nerd. Tech research & implementation.
Three Crowns Marketin.. @ThreeCrownsLLC
642 Followers 460 Following Award-winning marketing partner for #Finserv and #Fintech. Premium websites. Custom brands. Attention-grabbing content.
Emma Kerr @emmarkerr
1K Followers 673 Following U.S. Editor, @nudgeglobal. Past: @usnews, @thedailybeast, @chronicle. Alum: @michigandaily. Views do not reflect my employer, not investment advice.
The Latest Episode of the New Planner Podcast is out Now! Advocating for the Next Generation Financial Planner with Kate Healy @Kate__Healy newplannerrecruiting.com/ep-177-advocat…
Big shoutout to the partnership between @Broadridge and @FinServOrg We have almost 30 students joining the broadridge conference in May in Austin Thanks everyone for investing in the future of this profession! Thanks for the support from @WSFS @BlackRock @Kate__Healy…
Today, I celebrate a new chapter for Carson Group. It makes me emotional, thinking of how far we've come. Forty one years ago, I sat in my dorm room cold-calling prospects to sell insurance. I blinked, and now here we are decades later, a leading provider of financial advice to…
Had a blast out in Omaha this week with the @CarsonGroupLLC and @carson_coaching team!
Closing my eyes on 52 years of life tonight and realizing I have the privilege to change anything I want. See you tomorrow 53… we have a lot of work to do this year. 👍🏽
The simplest things in life are sometimes the best♥️♥️♥️♥️
Every month the #WomenOfCarson chat with a different industry leaders to reframe our thinking on various topics! Join us as we chat with @Jessica_H_Coach on how to better serve next-gen clients and attract next-gen stakeholders.
Once a gardener, always a gardener. Nite nite. 💕
Before I go on stage, I take a photo It always gives me something to look back on and smile It’s also a reminder I’m usually running a little late…bc hair and makeup come first 😜💄 Y’all, today was monumental!!! 🎤
Grief will not conquer me. My strength will conquer this waiting room. My health is way too important to keep pushing it aside.
I can FEEL Ryan's hug just from looking at this photo. He gave the very best hugs. And our son Hudson just ADORED his Dad Tonight he said to me at bedtime "Mom, I need a DAD hug". I tried. He started crying saying "It's not the same Mom. I need Dad". 🥹 Ugh. Grief
First, let's meet me 15+ years ago I'd never had the perception of myself as "fit" I played sports but struggled with aerobic capacity and bodyweight throughout all of it The only way I knew how to be "skinny" was to starve myself...but that of course didn't help with athletic…
A lot of people are on this same journey in their financial lives The reason they are stuck isn't because they don't have the skill Or the capacity Or the ability to achieve financial freedom They just simply don't believe they can They don't see themselves as someone who…
Awesome job by Grant Engelbart of the @CarsonResearch talking about #Bitcoin and how our Partners are leveraging it with @kgreifeld on @Bloomberg! @CarsonGroupLLC was one of the first RIAs to approve the use of Bitcoin ETFs, thanks in part to Grant's leadership.
⚡️Grant Engelbart, Vice President at @CarsonGroupLLC, a platform for financial advisors with over 450 advisors serving 49k households, notes that several advisors are allocating an average of 3.5% of #Bitcoin ETFs to client household portfolios.
From '83 to now: a journey of growth & resilience. We’re celebrating 50K families served! Reflecting on beginnings, embracing change, and the power of human connection. Thanks for being a part of this journey! #Ronsense
I love being a grandma! These girls are 2 months apart and I absolutely loved this age with them. They’re both 7 now (about to be 8) and I feel so blessed to have this family of mine. 🩷🩷
Where. Are. My. People? 🕵️♀️
Parenting is a lot like value investing You can go years wondering whether or not you’re doing it right You hang on for dear life trusting the process You believe it’s possible to succeed even when literally nothing feels like it’s working Then one day…you look up and there…
I’ve had tremendous writers block/anxiety since my last book. I’ve written almost nothing in the past year. Wrote an article today. Was it my best? No. But I’m getting back to it.
Just had a call to let me know that my neighbour has died. She had no-one so I’ve been supporting her for years & sitting with her in hospital for the last 6 weeks She left no will & it’s not clear if she had relatives anywhere. It feels important to say her name: Shirley
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