NAPFA @NAPFA
NAPFA is the leading association of Fee-Only financial advisors. Be sure to visit us at https://t.co/rgzyvhg5FB more insights on Fee-Only planning! NAPFA.org Chicago, IL Joined March 2009-
Tweets16K
-
Followers19K
-
Following2K
-
Likes4K
CFP Board COO @kdanesnowden and Board Chair Matthew Boersen, CFP® (@mboersen) will present a CFP Board Update at @NAPFA’s Spring 2024 National Conference in Fort Worth in May! Last chance to save $200 — register today: napfa.org/conferences/na… #NAPFA24
Today is the last day to receive the regular registration pricing for the NAPFA Spring 2024 National Conference! Save $200 and register today: bit.ly/49DuizW
Have you secured your spot for the #NAPFA Spring 2024 National Conference yet? Don't miss out on this opportunity to connect, learn, and grow with industry leaders and peers. Register now to elevate your expertise and network in #Dallas-#FortWorth bit.ly/49DuizW
This X account is no longer being updated regularly. Please follow NAPFA Social on LinkedIn: bit.ly/4af6nrz
The 2024 NAPFA Awards Program is officially open! The program recognizes leaders and achievers for their noted accomplishments within financial planning. Learn more: bit.ly/4a9dvpe
Join NAPFA for the 2024 Large Firm Forum. Advanced pricing is available through December 22! Register today: bit.ly/40MoCQQ
Free webinar for NAPFA members! This webinar, moderated by @AAltfest, will focus on critical estate planning issues affected by the 2017 Tax Cuts and Jobs Act (TCJA) that is set to sunset at the close of 2025. bit.ly/41fJ2C8 #RothConversion #FeeOnly @_FPAlpha
Registration is now open for the NAPFA 2024 Midwest, NEMA, and South Region Symposiums! Learn more: bit.ly/49VyWdD
Today is International Day of Persons with Disabilities Day. Please take a moment to read the following article which was written by Michael Walther, Founder and President of Oak Wealth Advisors, on behalf of the NAPFA DEI Initiative. bit.ly/3T7kSYn
Get ready to discover practical tips to foster inclusivity in your workplace! Sign up now: bit.ly/47xPDdf
NAPFA is excited to announce that the NAPFA Spring 2024 National Conference will take place May 8-11 in Fort Worth, TX! Registration will open February 6. Learn more: bit.ly/3GiNshU
Should you attend the NAPFA 2024 Large Firm Forum in Scottsdale? Find out here: bit.ly/40OLYFi
Today is #GivingTuesday. By supporting the NAPFA Foundation, you are not only investing in the future of the financial planning profession but also making a difference in the lives of the people we serve. Make a contribution: bit.ly/3QVXQ5f
Join this Conversation Circle to share your marketing wins and losses. The group will have an informal discussion about marketing plans, content development, using external resources, measurables, and other marketing and branding topics. Register: bit.ly/3QPEaig
Wishing a joyful and grateful Thanksgiving to all our valued NAPFA members!
Enjoy an exclusive opportunity to connect with like-minded leaders at the 2024 NAPFA Large Firm Forum! Register today: bit.ly/40MoCQQ
Mark your calendars! As the holiday season approaches and we reflect on the values and causes that matter most to us, we invite you to join us in celebrating Giving Tuesday by making a meaningful contribution to the NAPFA Foundation. Donate: bit.ly/3QVXQ5f
"It has been a refreshing experience on the DEI committee to work with talented individuals and gain valuable experience." Congratulations to the NAPFA November Volunteer of the Month, Maha Gannavaram.
The latest issue of the NAPFA Advisor is here! Read full articles here: bit.ly/47dfc3a
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!
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
Christine Benz @christine_benz
32K Followers 1K Following Director of personal finance and retirement planning for Morningstar + co-host of The Long View podcast. Serving up practical financial guidance for the people.
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
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.
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
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.
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.
Daniel Yerger, MBA, C.. @DanielYerger3
1K Followers 57 Following Owner of MYWP, PhD in PFP Candidate studying compensation, teach investment & retirement at UC Boulder, Nexgen Rep @ FPA Executive Committee, NAPFA West Board.
Colton Etherton, CFP�.. @thetattooadvisr
2K Followers 1K Following Unique Websites for Financial Advisors + Advisor Success at @get_elements tweets≠advice
Carolyn McClanahan @CarolynMcC
18K Followers 3K Following Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @BarronsOnline @Forbes
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
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 💕
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.
Cory Colquette @corycolquette
111 Followers 618 Following Our mission is to transform the financial services industry, to make it a client-centric environment; and bring innovative ideas to help clients thrive.
Radio Thirtynine @RadioThirt96663
47 Followers 106 Following
Scarlett @scarlet1020445
193 Followers 123 Following Sassy, classy ,and a bit smart -asst✌️ 👩🏼💻puppy lover 🐶#travel✈️✈️✈️#swimming#diving#hiking #golf ⛳️
David Williams @FalconEyeCrypto
210 Followers 1K Following Crypto Analyst // Ex-@JPMorganAM // Digital assets & DeFi // Invest at your own risk and DYOR // @Token2049
Bruce Peck @BrucePeck
2K Followers 139 Following Recruiter by day. Give thanks. Be grateful. Hold the door for the person behind you. Boston you're my home, love that dirty water. Can't find me? Try the beach.
Manas Mishra @ManasMi26508556
28 Followers 594 Following
Mark Buffington @MarkBuffBIP
1K Followers 398 Following CEO of @BIPCapital; Managing Partner of @BIPVentures
+ @0oo0o00o000oo
26 Followers 274 Following
Amit Singhal @amitritvik10
0 Followers 11 Following
ioaffitto.it @ioaffitto
642 Followers 3K Following https://t.co/h31FHIDgO7 è Il portale immobiliare ideale per trovare case, stanze, uffici, negozi in affitto, affitto breve, o vendita.
dave piekut @frogpiz
965 Followers 3K Following
Sammy Levin @Sammysprnklr
11 Followers 28 Following
Jhonatan Dias @Jhonata0347964
10 Followers 426 Following
Hannah Marie Thomas @hanmariethomas
1K Followers 3K Following Hoosier Flack. Public Relations @VOXGlobal // Former comms for @IndyMayorJoe + @IndyDMD
Sam Bones @SamBones1102
44 Followers 68 Following
Vladyslav Blahun @vladyslavblahun
50 Followers 890 Following I design websites for advisors, empowering them to bolster their credibility and inspire trust.
Gary Smith @GarySmi43827069
817 Followers 4K Following This place is going to hell in a hand basket.
Idea Decanter @IdeaDecanter
525 Followers 540 Following We believe in the power of video to get results for financial advisors. Content marketers @Sgottula_video and @LauraGarfield use #video to grow #finserv brands.
Valeria Gurevich @ValeriaGur39390
1 Followers 16 Following Agent with New York Life Insurance Company specializing in college planning, retirement planning, estate planning. Not licensed in all jurisdictions.
SG @21seaside
0 Followers 948 Following
SAM - TU ASESOR LATIN.. @asesor_latino
96 Followers 1K Following Agente Internacional de Seguros Personales y Financieros para Latinos y Expatriados en el 🌎 - La mejor inversión es la que más te paga cuando más lo necesitas.
arabellajane @ArabellaZH2018
3 Followers 146 Following
4yt9ru2xkwqz89y @aba91p818
1 Followers 464 Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 network
Reuben David CFA @ReubenDvorCFA
58 Followers 73 Following After 10 yrs in consulting, equity research & corporate finance, I co-founded my real estate PE firm. Now I manage a family company and research macro/Bitcoin.
MarcoDallaPozza @MarcoDallaPozza
17 Followers 27 Following IFBB HK men's physique champion, Fitness lifestyle, Italian HK based
khalifa 🦂 @Scorpiothug
1K Followers 997 Following You will feel what you are and will want to change ✨💜🇳🇬
Smisla @Smisla226677
25 Followers 2K Following
jarrid berry @pearsonvue100
351 Followers 3K Following
Bob Rice @BobRdrice
36 Followers 4K Following
Kyle Sullivan @KyleSul68512052
1 Followers 15 Following
Marlon Tacalan @MarlonTaca84368
10 Followers 26 Following
Brad Hintz @hintz_advisory
26 Followers 40 Following
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
Akinyemi Oluwaseun @AOluwaseun14918
19 Followers 91 Following
mrbkge @mrbkge
127 Followers 2K Following
Rhys Saunders @RhysSau35672577
91 Followers 286 Following
Noah @CavalierNoah
15 Followers 96 Following
AJ Erzen, CEPA® @AJ_Erzen
730 Followers 801 Following 📈Founder & Financial Planner 👨👩👦👦Husband & Father of 3 boys 🎙️Podcast Host of HealthyDadWealthyLife
Ability Wealth Group @AbilityWlthGrp
6 Followers 52 Following AWG believes finacial plannning is the key to navigating life’s plan, scripted and unscripted alike. Jason Norton CFP®, ChSNC®
Colin Laidley @colinlaidley1
4 Followers 39 Following Associate Editor of financial news at Investopedia
Sean @Future_FA_2024
6 Followers 38 Following
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.
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
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
Christine Benz @christine_benz
32K Followers 1K Following Director of personal finance and retirement planning for Morningstar + co-host of The Long View podcast. Serving up practical financial guidance for the people.
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 🏋🏻♀️
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Meg Bartelt, CFP®, R.. @MegBartelt
4K Followers 102 Following Financial planner. I help early/mid career women in tech build wealth through IPOs...and then protect and use that wealth once you "retire."
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Tyler Olson @olsonplanner
37K Followers 916 Following Financial planner to physicians and other kind and motivated people. Enrolled Agent.
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.
Daniel Yerger, MBA, C.. @DanielYerger3
1K Followers 57 Following Owner of MYWP, PhD in PFP Candidate studying compensation, teach investment & retirement at UC Boulder, Nexgen Rep @ FPA Executive Committee, NAPFA West Board.
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.
Ramit Sethi @ramit
289K Followers 756 Following Host of @netflix "How to Get Rich" & the I Will Teach You To Be Rich podcast. Get my new money insights every Saturday 👉🏾 https://t.co/4ICLQHXj8x
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.
YCharts @ycharts
38K Followers 7K Following Enabling smarter investment decisions & better client communications. Email: [email protected] Free trial: https://t.co/2GGVDn72Fm #YCharts
Kirstie Ennis @KirstieEnnis
7K Followers 141 Following Proud USMC Veteran | Adventure Athlete | Leading @tweetTKEF | Speaker on Resilience | Embracing Change & Empowering Lives
Ben Jacobs @Benjewcobs
133 Followers 131 Following Athens, GA based Financial Planner. I love my dogs
Mitch Anderson @MitchIsGreen
563 Followers 1K Following Serving gladly, Health and Wealth, Biomedical Engineer, Financial Investment Planning, 401K management, Yoga Studio owner, boater, entreprenuer, running races.
Pacific Life @pacificlife
4K Followers 20 Following For more than 150 years, delivering products and services that help protect the financial future of our customers. https://t.co/Pdca6p1HTX
Nationwide Financial @NWFinancial
9K Followers 143 Following Making retirement planning simpler with tools and resources so financial professionals can spend more time helping clients. Disclosure: https://t.co/W5jxwnMskJ
Kathryn Dattomo @KathrynDattomo
11 Followers 37 Following
Zack Hubbard, CFP®�.. @Zack_Hubbard1
628 Followers 562 Following Just a guy trying to bring high quality financial planning to those that need it most. Tweets are not advice.
EVOadvisers @EVOAdvice
65 Followers 103 Following EVOadvisers provides #FeeOnly Financial Planning and Investment Management in Richmond and Irvington, VA.
David Allison & The V.. @DavidAllisonInc
5K Followers 3K Following Human values expert/Valuegraphics founder https://t.co/VY6ISWemq8 We made values into data @ https://t.co/hbY0Uyp2iT
Crystal Washington @cryswashington
13K Followers 1K Following Futurist 🌍 |Tech Strategist 💻 | Int'l Speaker 🎤 | Author 📖 | Meditator 🐒|Travel Addict ✈| Afro Puff Aficionado ❤
Hampton Tax & Financi.. @HamptonTax
103 Followers 390 Following Tax Strategist| Financial Planner | Estate Planning | I help clients reduce taxe$ and build wealth, Featured in: @finplan @blackenterprise @Thryv @keepertax
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.
Moneytree Software @MoneytreeSW
263 Followers 137 Following #FinancialPlanning Software helps our professional advisors generate clear, accurate & verifiable client reports with ease. Start a free trial today!
Allianz Life @AllianzLife
3K Followers 1K Following Allianz Life is a leading provider of retirement solutions including fixed and variable annuities, and life insurance for individuals. https://t.co/mHECosjvdv
AssetBook @AssetBook
757 Followers 547 Following We develop innovative portfolio management & engagement software for modern advisors focused on custom secure solutions.
Flourish Financial Pl.. @FlourishFP
52 Followers 51 Following Empowering Gospel-Centered Families to Live Flourishing Lives.
Lightspeed Voice @LightspeedVoice
138 Followers 138 Following We recognized a gap in available service for small businesses, so we developed a product and a model that we knew we could use to make a difference. #VoIP
Impact Communications @ImpactMarComPR
188 Followers 410 Following Building brands and enhancing reputations in the financial services industry since 1993
Elaine King F, CFP® @ElaineKingFP
5K Followers 3K Following Founder@Family&Money Matters Inst. | @People Top 25 Women| Intl Best Selling Author |@CFPBoard | #Peru #Golf #Happy
Thomas D. Giachetti @ThomasGiachetti
260 Followers 184 Following Chair of the Securities Practice Group of Stark & Stark, recognized author and commentator on investment-related legal matters.
knudge @Knudge
395 Followers 239 Following The only software solution for financial planners that is specifically focused on managing their client’s action list.
Jeff Jones, CFP®, EA @JeffJonesFP
169 Followers 142 Following Fee-only financial planner. Fiduciary. #NAPFA Chair Board of Directors
FP Transitions @FPTransitions
928 Followers 607 Following We are transforming financial services practices into sustainable businesses with our powerhouse team of lawyers, analysts, and consultants. #FPSustainability
Hubly @hublyinc
250 Followers 443 Following Allowing financial advisors and their teams to deliver a high-touch, stress-free customer experience at scale.
MedicareRightsCenter @medicarerights
7K Followers 1K Following A nonprofit consumer service organization working to ensure access to quality, affordable health care for older adults and people with disabilities.
Marcia Mantell @MarciaMantell
721 Followers 2K Following Retirement Business Consultant & Blogger, Author of 3 retirement books, Social Security & Medicare guru, Mom, Family Chef #retirement #BabyBoomer
Ruby @CallRuby
4K Followers 3K Following We help small businesses gain and retain customers through our legendary virtual receptionist and chat solutions.
Farnoosh Torabi 🙋�.. @Farnoosh
31K Followers 1K Following Financial Expert, Host of #SoMoney. My book A Healthy State of Panic is on sale now!
Ellen Rogin @EllenRogin
2K Followers 2K Following Abundance Activist®, author of Picture Your Prosperity, speaker & entrepreneur. Relentlessly positive! Get free prosperity tips at https://t.co/EJI2PSPk30
Alex Cavalieri 🔬 @AlCavalieri
2K Followers 2K Following Head of Marketing @caisgroup. Formerly @cioninvestments, @cionadvisorio, @BlackRock. @CUSEMLAX alum. I tweet about marketing among other things.
Barry Mulholland @MulhollandBarry
168 Followers 62 Following Director, Financial Planning Program at The University of Akron
College Aid Pro Advis.. @collegeaidpros
5 Followers 45 Following Changing the Way America Shops for College. #collegeplanning #cancelstudentdebt
Advisor Circle @AdvisorCircle
940 Followers 235 Following A venture studio and incubator that aims to modernize the financial services industry through design, experiences, and technology.
Onyx Advisor Network @OnyxAdvisors
983 Followers 330 Following ONYX was created to support underrepresented financial advisors in starting and scaling their ideal businesses. Join our newsletter here: https://t.co/EvgYP6FRzk
Steve Drost, CFA, CFP.. @stevedrost
812 Followers 474 Following Founder of Drost Financial & @quivrcrm | @investmentnews 40 under 40 | Ops and Fintech Nerd
Luis MiguelGgarcia @miguelggarcia
4 Followers 0 Following
Future Proof @FutureProof_HQ
3K Followers 471 Following Step Into a New Era of Wealth Management with Future Proof Future Proof Festival, Future Proof Citywide, and Future Proof Retreat.
Western Michigan Univ.. @WesternMichU
45K Followers 152 Following The Official Twitter of Western Michigan University Celebrating the passions that drive you and the possibilities that inspire you ✨ Become a Bronco ↓
FIN Compliance @ComplianceFIN
11 Followers 4 Following FIN Compliance is a consortium of compliance consulting and business solutions for investment advisors and firms.
Nitrogen @NitrogenWealth
9K Followers 340 Following The growth platform for wealth management firms. Makers of Riskalyze. Helping financial advisors empower the world to invest fearlessly since 2011.
Harrison Fiduciary Gr.. @HFG_Fiduciary
314 Followers 1K Following A truly independent retirement plan fiduciary that eases the burden plan sponsors shoulder, while never sacrificing the best interests of plan participants.
Herbers & Company @herbersco
204 Followers 1 Following Management consulting firm dedicated to advancing the financial advisory profession, we help you through our consulting, training, and research-driven approach.
Natalie Pine @NataliePine3
2 Followers 7 Following
Equita Financial Netw.. @EquitaFn
81 Followers 85 Following We're committed to changing the financial planning industry with a community that empowers women advisors to do their life’s work and build thriving businesses.
Tracey Longo @TraceyFAMag
624 Followers 1K Following Washington Editor, Financial Advisor Magazine https://t.co/PNfIyPW8o8. Free speech absolutist.
College Aid Pro™ @CollegeAidPro
418 Followers 2K Following We help you find the best education at the best price! #collegeplanning #studentloancrisis #endstudentdebtCFP Board COO @kdanesnowden and Board Chair Matthew Boersen, CFP® (@mboersen) will present a CFP Board Update at @NAPFA’s Spring 2024 National Conference in Fort Worth in May! Last chance to save $200 — register today: napfa.org/conferences/na… #NAPFA24
@MichaelHBaker Definitely. Parents also need to have (and I think have started having) hard conversations with their kids about the realities of college costs and job prospects. @NAPFA foundation is doing some good work on this. As are some really great advisors like @anngarciacfp
Took the day off to make a full date day of going to see the baby. Half-way through this beautiful journey. And I felt my first kick. Baby Beckham on the way!!
Ready for “Surgery”? CFP Board launches the second year of our "It’s Gotta Be A CFP®" campaign, aimed at boosting awareness of the CFP® certification and the value of working with a CFP® professional. Explore the new TV ad and other resources for #CFPpros here:…
Thank you David Haughton, JD, CPWA® of @CommonwealthFN for writing and sharing this article in @FAMagazine on "Engage The Next Generation With #529Plans": fa-mag.com/news/think-out… Photo: #529Conference
Had a great time speaking at @NAPFA Midwest Symposium in Chicago this week.
I'm so proud to officially announce we are pregnant with our first child👪 Oh, and it's a boy!! 💙 We'll meet him in late July, during peak-Texas heat 🤠- Pray for my wife! For now, we are over-the-moon in the honeymoon phase. It's bliss. I know the hard work is coming.…
Mark your calendars! As the holiday season approaches and we reflect on the values and causes that matter most to us, we invite you to join us in celebrating Giving Tuesday by making a meaningful contribution to the NAPFA Foundation. Donate: bit.ly/3QVXQ5f
Sharing is caring! This is definitely one of my passion charities!
Mark your calendars! As the holiday season approaches and we reflect on the values and causes that matter most to us, we invite you to join us in celebrating Giving Tuesday by making a meaningful contribution to the NAPFA Foundation. Donate: bit.ly/3QVXQ5f
Another great interview for @NAPFA Nation - this time with one of my all-time favorite people, @zteutsch of @ValuesAdded_ Financial. Shout out to @ACP_Planners and @XYPlanning as well. napfamindsetmastery.libsyn.com/napfanation/pr…
In the newest episode of @NAPFA's #NAPFANation podcast, @zteutsch of Values Added Financial talks with host @marieswift about his passion for supporting people who want to leverage their wealth to make an impact and live a joyful life. Listen now: tinyurl.com/NAPFA-Nation-e…
I always love speaking with industry visionary Marie Swift! Marie, thanks for having me on the show and thanks also to @NAPFA for the important work y'all do to improve access to fee-only financial planning.
Another great interview for @NAPFA Nation - this time with one of my all-time favorite people, @zteutsch of @ValuesAdded_ Financial. Shout out to @ACP_Planners and @XYPlanning as well. napfamindsetmastery.libsyn.com/napfanation/pr…
Your donation DOUBLES for our injured heroes! 🇺🇸 Help Building Homes for Heroes rebuild or modify homes for severely wounded and disabled veterans and their families in Florida.
I had the chance to share my own story and how @NAPFA has been there for me over the years. It’s not just about financial guidance; it’s about the genuine support they provide.
I can’t express my gratitude enough to @NAPFA for their hard work, love, and support for the @BuildingHomes4H’s home recipients. Together, they’re making a real impact in the lives of those who’ve given so much for our country.
Reminds me of an idea that came up in the @NAPFA webinar on sales yesterday, with @marieswift : To be interest*ing*, you must be interest*ed*. Being genuinely interested in the person in front of you makes you way more interesting (IMO) than a skydiving hobby.
"I tell our advisors this too. The worst thing I could do for one of our clients is to put an uninteresting person across the table from them. This is a people business."
At the recent NAPFA conference, the CFP Board General Counsel and Board Chair-Elect took questions on industry items and how to continue and improve on the integrity of the CFP Professionals. Celebrating 50 Years! #NAPFA #FinancialPlanning #CFP #GlobalView
Thank you for your hard work and all you do for our home recipients, @NAPFA! Together, we're making a difference in the lives of those who've served and sacrificed so much for our great nation. #ProudPartner #ThankYou
Trends for United States
You might like
