Data Entry for Growing Firms; Experience for New Planners | Our mission is to support the growth of planning firms, while growing the “planner humanus” species.planningzoo.comJoined June 2022
Considering moving to a new financial planning software package, but don't want to deal with the headaches of migrating the data to the new system? Let us help! Our data migration services make it easy for you.
buff.ly/3FwWDKT
Is your current team too busy to train your new hire? Let us do it! Here is how we help busy and growing firms so they dont stress out their staff. buff.ly/3TmFz0f
Nervous about the new SEC proposed regulations for working with and vetting outsourcers? We’ve made it easy for you. Click here to see our compliance packet. buff.ly/3uOMJz1
Celebrate World Whale Day with us! Did you know that while whales shut their bodies down to sleep, only half their mind stays at rest? Learn more here: buff.ly/3Byilvy
Excited that you signed a new client, but now dreading putting together another new plan? Let us help! The Zoo Crew is hungry and on standby to let you sign new clients without worrying about the data organization and entry into your FP software. buff.ly/3TmFz0f
Too busy during tax season to get your new plans and plan updates done? The Zoo Crew is here for you! Check out how we make your life easier.
buff.ly/3TmFz0f
Make sure to budget for our data entry services to coordinate with your surge meeting calendar! View our packages and reserve your slot today! buff.ly/3TmFz0f
Considering moving to a new financial planning software package, but don't want to deal with the headaches of migrating the data to the new system? Let us help! Our data migration services make it easy for you. buff.ly/3FwWDKT
100 Followers 83 FollowingAt IDX, quantitative research drives transparent, systematic ETF
strategies that seek to provide better risk-adjusted investment
exposures.
195 Followers 105 FollowingFinancial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. https://t.co/1DqoX6FRQq
90 Followers 595 FollowingProfessional fireman. Founder of Merrills Financial, LLC.
Follow along as I build out my own fee only financial planning firm for Mid-Atlantic firefighters.
514 Followers 1K FollowingCFP®, CPA/PFS-Dimensional Fund Adviser-Fee-Only CPA Financial Planner, Investment and Income Tax Adviser. Tweets, links/retweets are not advice or endorsements
558 Followers 842 FollowingI 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.
321 Followers 155 FollowingBringing unprecedented levels of performance transparency to investors. A skilled advisor is an investor's most valuable asset.
8K Followers 2K FollowingMarie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
3K Followers 689 FollowingManaging Partner @herbersco | Consultant, Speaker, Writer, Teacher | Most important to me, aunt of four amazing kids and advocate for foster children.
792 Followers 525 FollowingPresident of Money Quotient, Inc. Speaker/Trainer/Consultant to Financial Planners on integrating values-based approach to financial planning.
321 Followers 155 FollowingBringing unprecedented levels of performance transparency to investors. A skilled advisor is an investor's most valuable asset.
222 Followers 189 FollowingIntegrated Financial Group is a consortium of independent financial planners. #TheBrainTrust Securities offered through LPL Financial, Member SIPC https://t.co/r4TcJC86XL
212 Followers 154 FollowingBlessed Husband & Dad, Growth Coach and Communicator. The postings on this site are my own and do not necessarily reflect the views of Carson Group Holdings LLC
851 Followers 2K FollowingPosts on Marketing & MarTech | Head of Marketing @ https://t.co/MZ6xS5B49s | Former CMO @ https://t.co/CA8cZ1WZX2 & CEO @ https://t.co/I2QolRooCW
2K Followers 633 FollowingRIA M&A expert. Passionate about helping advisors run better businesses. Advocate for the independent wealth management community.
27K Followers 615 FollowingAuthor of several index fund, ETF, and asset allocation books; "Bogleheads on Investing” podcast host; by-the-hour advice; retired Marine fighter pilot.
6K Followers 1K FollowingChief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
18K Followers 1K FollowingI help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.
15K Followers 978 FollowingFinancial 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!
11K Followers 4K FollowingRobotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
6K Followers 788 FollowingOutdoorsman | Biz owner | Building a world-class financial and investment planning firm for entrepreneurs and stock-compensated professionals
58K Followers 3K Followinghttps://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
11K Followers 4K Followinghelping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
3K Followers 2K FollowingFounder of Xena Financial Planning, guiding women in tech. Investopedia Top 100. Mom of 2, trail runner, cross-country skier, adventurer. Not advice. She/her.
5K Followers 4K FollowingFaith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
9K Followers 6K FollowingCEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
3K Followers 603 FollowingCEO & Founder, AdvoKateIQ, LLC. Strategic Advisor all things Growth: Marketing, NextGen client and talent development. Rutgers grad, Giants fan, Jersey native
21K Followers 233 FollowingCBDA - Certified in Blockchain & Digital Assets. #1 @NYTimes Bestselling Author. Founder, @thedacfp. Host, The Truth About Your Future Podcast - Listen weekdays
6K Followers 461 FollowingFounder and CEO of @CarsonGroupLLC + @CarsonWealth The views expressed are those of the speaker and may not reflect the views of Carson Group.
2K Followers 2K FollowingChief Communications Officer at @fpassociation, Izzy and Jillian's dad, author of Perfecting The Pitch, Tom Brady apologist, jelly doughnut fanatic.
68K Followers 2K FollowingCEO and co-founder @Ellevest. Past head of Merrill Lynch & Smith Barney, CFO of Citi, research analyst. Rabid UNC basketball fan. Author of Own It. Mom.
2K Followers 419 FollowingPowering independent financial advisors with solutions that help them deliver better investor outcomes and grow their practices.
2K Followers 3K FollowingFinancial planner. #Aviation geek. Helping #optometrists plan life on purpose. @investmentnews 40 under 40. Tweets🙅♂️advice. Podcast:https://t.co/PyXVMa74nV
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