Shannon Rosic @ShannonRosic
NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYRangers Denver, CO Joined January 2012-
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We've been meaning to get this one on the books for a while, and it's finally happening! I am so excited that @chris_simone of @caribou_wealth will be joining me on the #WealthStack podcast on 4/29 to discuss the intersection of healthcare and finance. Be sure to submit your Qs!
Check out the latest #WealthStack podcast with Gene Farrell of @getvanilla! We take a deep dive into why #estateplanning is the next frontier of wealth management. tinyurl.com/34d8kvbj
I did it… I finally did it. I incorporated my horses into WealthStack 😂 (disclaimer, horses will not be present at the conference)
I did it… I finally did it. I incorporated my horses into WealthStack 😂 (disclaimer, horses will not be present at the conference)
When you’re just absolutely IN it planning for your annual conference and you become unhinged, your friends start sending you meeting requests like this 😂 @jasonpereira you have the patience of a saint 🙏🏻
Excited to welcome Nicholas Palahnuk of PhilanthPro to the #WealthStack podcast & explore how this innovative software allows clients to engage w/ their FAs to create goals-based plans for charitable accounts. Submit your Qs soon as we're recording Friday, 4/19!
🎙️ The WealthStack Podcast This podcast is the go-to resource for #wealthmanagers seeking insights into the latest innovations and developments in #WealthTech. Host @ShannonRosic leads targeted discussions with industry leaders, keeping you informed about the latest tools and…
New episode Friday! I got to chat with @Interaxis8 about all things #crypto and its journey to the mainstream. Tune in now and if you want to learn more, Adam will be at @wealth__stack! tinyurl.com/2x8b6cny
At the inaugural #AdvyzonConference, Dave Goes sat down with @ShannonRosic of @wealth_mgmt to talk about his new role at @advyzon and the mission to scale up to enterprise clients. We're so excited to have Dave on board to lead our enterprise sales division, and to utilize our…
Well, I’ve officially peaked…😂 Excitement is not translating to words right now, so just come see us in action at EDGE! 🏈
Well, I’ve officially peaked…😂 Excitement is not translating to words right now, so just come see us in action at EDGE! 🏈
Wheels up to Vegas for #Experience2024! Catch my session “What’s in your WealthStack?” on 4/8 @ 11am w/ @TIAA & @osaic_inc 🙌🏻
Wheels up to Vegas for #Experience2024! Catch my session “What’s in your WealthStack?” on 4/8 @ 11am w/ @TIAA & @osaic_inc 🙌🏻
What’s on the @advyzon roadmap? COO Dirk Pearson breaks down updates and features coming down the pike in 2024 with @ShannonRosic of @wealth_mgmt at the recent #AdvyzonConference. Watch here: wealthmanagement.com/technology/wha…
Excited to introduce my next podcast guest: Michael Cocanower of @_AdviserCyber! The topic? How RIAs can prepare for the new SEC cybersecurity rules. Be sure to ask him anything & we'll answer your Qs during the episode! We're recording Friday, 4/5, so submit them soon!
Volume up - Edge has entered the rap game, and not going to lie, this beat slaps
Volume up - Edge has entered the rap game, and not going to lie, this beat slaps
Learn about the strategic advantages of outsourcing investment management in this video interview with Lee Andreatta at the recent #AdvyzonConference. Lee spoke with @ShannonRosic of @wealth_mgmt, explaining how Advyzon Investment Management (AIM) offers advisors a comprehensive…
🌟As Women's History Month comes to a close, we remind ourselves that women’s stories matter all year round. In that spirit, we’d like to spotlight all of the incredible women who have joined @elenaspeaking and @jimmymoock on PRess Play: The @StreetCred_PR Podcast. ✨ Thank…
Next up on the #WealthStack podcast? @amohr_24 of @Integrated4FAs! The topic? The importance of a growth partner. Don't miss the opportunity to ask her anything! We're recording tomorrow, 3/29, so be sure to submit your Qs soon!
What does the integration between @advyzon and @apexfintech mean for advisors? Hear directly from Apex's Megan Hausmann, who spoke with @ShannonRosic of @wealth_mgmt at the #AdvyzonConference last month in Phoenix. Learn more and watch the interview here: wealthmanagement.com/technology/wha…
Next up on the #WealthStack podcast? @GregGatesLPL of @LPL! The topic? How one of the largest IBDs approaches digital transformation. You know what to do - Don't miss the opportunity to ask him anything! As always, we'll answer your questions during the episode. We're recording…
In this @wealth_mgmt video filmed at the inaugural Advyzon Conference, Kartik Srinivasan spoke with @ShannonRosic about joining the @advyzon team, sharing details on his exciting new role and his vision for Advyzon Institutional. Watch now: wealthmanagement.com/industry/karti…
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
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
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
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
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 💕
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
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
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial advisors drive growth with better marketing and branding 🚀 | Some DIY 🛠 gardening 🌱and dad 👨👩👦 stuff too
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
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.
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
David Armstrong @djamesarmstrong
1K Followers 843 Following Executive content director for @InformaConnect https://t.co/YTpmRrL2dY
Torie Happe @TorieHappe
2K Followers 803 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Aaron Schumm @AaronSchumm
2K Followers 2K Following Trying to fix a problem. @Vestwell (Founder, CEO), @FolioDx (Co-Founder, Acq by @EnvIntel), @Quovo (Acq by @Plaid), @Vestorly, @WeAreOfColor
Diana Britton @Diana_Britton
7K Followers 3K Following Managing Editor, https://t.co/v0JKpu40MR Host of Transparency with Diana B., a podcast about advisors' personal struggles and healing
Dave Ireland @SalenticaDaveI
550 Followers 406 Following FinTech application security & compliance officer. Formerly a CRM guy. Known Canadian 🇨🇦 @dave_d_ireland on the other app.
Scott Sather @yqrwealth
2K Followers 1K Following Christian, CFP® @awakenwealthmgt, Husband, Father, Basketball (President @basketballsask) and more... Opinions are mine or those of others that I RT
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.
INVESTRITE @INVESTRITE_IND
112 Followers 2K Following Finances.. Simplified... RT's are not endorsements| Views are Personal.
Smough @Smough412310
176 Followers 5K Following
Doug Anweiler @YouLiveTheBrand
385 Followers 540 Following Brand Strategist 🎱 Volunteer ✌ Citizen 🤠| Chief Brand Officer @FusionIQOne 📈 | Director @CFAdvocacyNow 🧬 | Strategic Advisor @FYfoodbank 🍞
JConnelly @JConnellyNYC
4K Followers 3K Following JConnelly is a leading integrated communications and digital media agency where your brand is understood, enhanced & fiercely protected.
Quantum Reach Digital @MrMechachgour
44 Followers 174 Following Our Digital Marketing Services empower businesses to thrive in the online realm. We orchestrate targeted campaigns, harnessing cutting-edge strategies to boost
Vonom Academic @VonomAcademic
2K Followers 2K Following Blockchain powered academic publishing platform + conferences
gan li @ganli71848270
34 Followers 102 Following
David Dack @DavidDack
14K Followers 2K Following Author, blogger, runner, fitness freak and CrossFitter. I love jokes, books, shoes and life, yeah!
Javier Teodoro Coello.. @JavierG91786677
650 Followers 5K Following
yee3fs8rq9g8sv5h @ev2v9pnkvqm
53 Followers 925 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
Daniel Santiago @etfinfluencer
215 Followers 367 Following Vice President, ETF Research & Distribution at @TidalFG Sassy Gay Wholesaler 💋 | Well versed in capital markets, liquid alts and ETFs
Jerry Schranz PR pro @jerryschranz
1K Followers 5K Following Resource to reporters, #Professional/Financial Services #Fin/RegTech #Blockchain # AI# #Metaverse #taxes #energy #PublicAffairs, #Health Gabbai #CHANGEMAKER
Tonycommercial @Tonycommer57305
7 Followers 168 Following Model'' '' TONY’'. Agency represented model and actor **beware of fake using my pictures open to collaborations and TFP.USA.
Spencer Rayner @spencerrayner
271K Followers 202K Following Helping Others Get To Their Destination - 💥 SP Digital Consultants 💥 #spdc | #SuccessTRAIN | #ThriveTOGETHER
Phil Telpner @PTelp
828 Followers 5K Following Father Husband Owner Breakout Private Wealth. Helping Gen X families make work optional. Aging Meathead- Average Hockey player. Tweets are personal not advice.
Dana Stone @danalstone
202 Followers 296 Following Helping fintech and financial services companies build and nurture business relationships that make a positive impact on communication goals.
Henry Cavill @HenryCavil36807
35 Followers 219 Following
Stephanie Bridges @SBridgesSwimMom
37 Followers 159 Following
Josh @josherau
3K Followers 3K Following ✨ Fractional CFO & Veteran - Turning complex numbers into clear strategies for business owners 🚀 Passionate about faith and finance
hwzqRiFYdE990046136 @FHwzq82582
37 Followers 2K Following 現在、アルバイトの募集をしています。一日の勤務時間は制限ありません。日給6,000円～30,000円！給与は日払いです。 副業の相談は、LINEに追加:【https://t.co/GiqUl6Wf7Q】
Todd Kueny — e/acc @techgazetteco
3K Followers 6K Following Empowering worlds where AI enriches lives, solves complex problems, and inspires continuous learning.
Adam Grossman @AdamMGrossman
3K Followers 2K Following Financial planner | CFA | HumbleDollar contributor
Matthew Sheahan @MSheahanPR
1K Followers 4K Following Former financial journalist now in corporate communications. Views are my own.
Becky Niiya @NiiyaBecky
67 Followers 283 Following
Jon C. Junger @cgtboiler
1K Followers 3K Following Sr. UX Designer & #boydad x2. Amateur Fintwit member. I use my passion as the steam to power my dreams. Purdue 2006 #BoilerUp
Nick Maggiulli @dollarsanddata
166K Followers 381 Following Helping people build wealth since 2017. Author of Just Keep Buying: https://t.co/q98gHouElD
FusionIQ @FusionIQOne
178 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.
Saul Marquez @PositivelySaul
1K Followers 4K Following Partner @ https://t.co/OVIQ0CROLv l Travel l Health & Fitness l Food l Animals
Callbox Inc | Sales P.. @CallboxInc
4K Followers 4K Following Callbox is a trusted global provider of B2B Lead Generation that's driven by AI and Human Expertise.
idSign @idSignHQ
2K Followers 322 Following Trustless eSignature & Identity Protocol enabling RWAs, Escrow and On-Chain Smart Agreements secured by ZK.
Kian @slhzdh
145 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Victor Ortiz @OrtizVics32
51 Followers 136 Following futures bunt trading, stock for investment, love sports and snowboard, ITESM
Vanilla @getvanilla
224 Followers 212 Following Vanilla is an estate planning platform that enables advisors and attorneys to unlock new value for clients. #WealthManagement, #EstatePlanning
Docplace.io @DocPlaceAi
56 Followers 175 Following Thrilled to empower businesses with our advanced cloud and AI services! Say goodbye to rigid and expensive on-premises hardware and software. 😎
enime @enime169488
60 Followers 203 Following “The history of free men is never really written by chance but by choice; their choice!”
Rose Amber @RoseAmber09
111 Followers 318 Following Please don't send friend request if you're a pervert or mentally unstable no catfish zone let's me be
Adam Levine @AdamLevine10920
104 Followers 1K Following
Callum Laing @LaingCallum
70K Followers 70K Following Founder, former CEO/Chair @MBH_Corporation PLC, Agglomeration, Owner, Investor, IPO's, M&A, Best Selling Author, https://t.co/9vIXXJy99E
nicklachey @nicklachey99
27 Followers 87 Following
Andromeda Elvira @Andromeda917
550 Followers 6K Following Entrepreneur Digital Currency 💯 % Success Mindset
Your Planet Earth @YourPlanetEart1
13K Followers 12K Following Global citizens approach to protect the earth #protecttheearth
SixMD.com @SixmdC
3K Followers 3K Following Best Vietnamese online store with worldwide shipping - Sixmd
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
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
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
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
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
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
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 💕
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
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
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial advisors drive growth with better marketing and branding 🚀 | Some DIY 🛠 gardening 🌱and dad 👨👩👦 stuff too
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
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.
Vance Barse, CPWA®, .. @VanceBarse
3K Followers 528 Following Loving husband & proud father. Former consultant to financial planners before becoming one. Educator. Filler of planning gaps. Fiduciary. Attitude of gratitude.
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
David Armstrong @djamesarmstrong
1K Followers 843 Following Executive content director for @InformaConnect https://t.co/YTpmRrL2dY
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.
INVESTRITE @INVESTRITE_IND
112 Followers 2K Following Finances.. Simplified... RT's are not endorsements| Views are Personal.
JConnelly @JConnellyNYC
4K Followers 3K Following JConnelly is a leading integrated communications and digital media agency where your brand is understood, enhanced & fiercely protected.
Vonom Academic @VonomAcademic
2K Followers 2K Following Blockchain powered academic publishing platform + conferences
David Dack @DavidDack
14K Followers 2K Following Author, blogger, runner, fitness freak and CrossFitter. I love jokes, books, shoes and life, yeah!
VintageFinancialPartn.. @VintagePlanning
245 Followers 2K Following Securities and Advisory Services are offered through LPL Financial, Member SIPC https://t.co/dVxhihgj25.
Jay Williams CFP®, C.. @_401Jay
2K Followers 1K Following Financial Planner for Millennial Professionals • Husband, Dad x 3 • Miami Dolphins Fanatic • *anything here ≠ financial advice*
Jerry Schranz PR pro @jerryschranz
1K Followers 5K Following Resource to reporters, #Professional/Financial Services #Fin/RegTech #Blockchain # AI# #Metaverse #taxes #energy #PublicAffairs, #Health Gabbai #CHANGEMAKER
Daniel Santiago @etfinfluencer
215 Followers 367 Following Vice President, ETF Research & Distribution at @TidalFG Sassy Gay Wholesaler 💋 | Well versed in capital markets, liquid alts and ETFs
Investments & Wealth .. @iw_inst
4K Followers 970 Following We are the premier source for financial advising news, podcasts, publications, current industry webinars, CE events and certifications! #ExceptionalAdvisor
Phil Telpner @PTelp
828 Followers 5K Following Father Husband Owner Breakout Private Wealth. Helping Gen X families make work optional. Aging Meathead- Average Hockey player. Tweets are personal not advice.
Dana Stone @danalstone
202 Followers 296 Following Helping fintech and financial services companies build and nurture business relationships that make a positive impact on communication goals.
Stephanie Bridges @SBridgesSwimMom
37 Followers 159 Following
Patrick Ruppe @PatrickRuppe
78 Followers 272 Following Investment management and financial technology marketing leader. Air Jordan enthusiast. 👟
AdviserCyber @_AdviserCyber
5 Followers 18 Following Avid SEC Cybersecurity regulation junkies and compliance officer cybersecurity heroes. Need to comply with SEC cybersecurity regulations? We can help.
Josh @josherau
3K Followers 3K Following ✨ Fractional CFO & Veteran - Turning complex numbers into clear strategies for business owners 🚀 Passionate about faith and finance
Leo Szac 🏘 @leo_szac
8K Followers 3K Following Marketing consultant by day, real estate investor by night (or the other way). Living the American Dream, one property at a time.
Todd Kueny — e/acc @techgazetteco
3K Followers 6K Following Empowering worlds where AI enriches lives, solves complex problems, and inspires continuous learning.
LPL Financial @LPL
25K Followers 2K Following We take care of our advisors, so they can take care of their clients. Follow @LPLResearch for market guidance. Member SIPC https://t.co/0fRATJzMtL
Greg Gates @GregGatesLPL
310 Followers 267 Following Managing Director and Chief Technology & Information Officer at LPL Financial | Fintech | Technology & Product Transformation | Member https://t.co/gYG3yUS7KR & https://t.co/ctIZ1PxVMX
Adam Grossman @AdamMGrossman
3K Followers 2K Following Financial planner | CFA | HumbleDollar contributor
FusionIQ @FusionIQOne
178 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.
Nick Maggiulli @dollarsanddata
166K Followers 381 Following Helping people build wealth since 2017. Author of Just Keep Buying: https://t.co/q98gHouElD
David Perell @david_perell
435K Followers 782 Following "The Writing Guy" | Jesus-Follower | I tweet about writing and creativity | My writing school: https://t.co/bzeQ7VVyS0 | My writing: https://t.co/SOE9HtxXdi
Kian @slhzdh
145 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Vanilla @getvanilla
224 Followers 212 Following Vanilla is an estate planning platform that enables advisors and attorneys to unlock new value for clients. #WealthManagement, #EstatePlanning
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
Dr. Joseph Ford Cotto @JosephFordCotto
54K Followers 47K Following Host, 'News Sight,' with a sharp focus on events that impact your life | Author, 'What Happened to America?: How—and Why—the American Dream Became a Nightmare'
Catchlight @CatchlightAI
69 Followers 171 Following Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, & be increasingly effective in converting leads.
HP @HesomParhizkar
284 Followers 711 Following Startup Co-founder/Executive, investor, nba fan, podcast host
Sammy Azzouz @samazzouz
696 Followers 339 Following President & CEO @Heritagefin | Author of Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital | Host of Wealthy Behavior podcast | Blogger
BankMindful @BankMindful
2K Followers 6K Following Everyone uses banks. We want to help you Use Banks Better. https://t.co/TxVLTsArh4
Svein Tveitdal @tveitdal
377K Followers 286K Following Most Relevant Daily News: Climate Change, Renewable Energy & Nature. Director Klima 2020, former Assistant Executive Director UNEP. Contact: [email protected]
Advisor360° @Advisor360
236 Followers 197 Following Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.
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.
Bridget Grimes @BVGrimes
21 Followers 30 Following Helping women attorneys live the life they want by having a plan for the four financial derailers
Mark Netjes @netjesmark
223 Followers 215 Following SVP at Advyzon, Dad to 3, Husband to 1, Opinions are my own
Matthew Luhn @MatthewLuhn
13K Followers 11K Following Story Guy on Toy Story films, Monsters Inc., Finding Nemo, UP, Cars, Ratatouille & beyond. Director of Sprite Fright. Speaker & Author of "The Best Story Wins"
Bob Woodward @realBobWoodward
211K Followers 702 Following Bob Woodward is an associate editor at @washingtonpost. New Audiobook: THE TRUMP TAPES, https://t.co/7X9gzBGyct…
Carl Bernstein @carlbernstein
181K Followers 129 Following Pulitzer Prize-Winning Journalist. Proud Father of Jacob & Max. New Book, Chasing History: A Kid In The Newsroom, Available Now. Purchase Below ⬇
Levi Nunnink 🦬 @LeviNunnink
1K Followers 1K Following ✍️ Drawing: https://t.co/EaEX1S0cIN / @artbyhumans 🏡 Curating: https://t.co/2qzeFnA8su https://t.co/ixLAVDtkCu ⌚️ Prev co-founder @droplr @nitrogenwealth.
Buckingham Wealth Par.. @BuckinghamWP
2K Followers 115 Following Buckingham Strategic Wealth, LLC, and Buckingham Strategic Partners, LLC (collectively Buckingham Wealth Partners).
John Spyers @jdspyers
725 Followers 1K Following Chief Information + Technology Officer at Buckingham Wealth Partners. What I post on here is my opinion, not the opinion of my employer.
Daniel Natale @DanielNatale
1K Followers 2K Following Digital marketing leader. Passionate about high-performing teams & driving growth. Marketing @ https://t.co/2QGp7qlPTz,🚀💼🌐 #marketing #fintechmarketing
Ari Meirov @MySportsUpdate
761K Followers 980 Following Covering the NFL for @The33rdTeamFB. Follow for the best up-to-the-minute football coverage on 𝕏. Turning on notifications is highly recommended.
Bussin' With The Boys @BussinWTB
215K Followers 874 Following A Barstool Show | Presented by @chevytrucks | 1st active-NFL player show created/owned by NFL athletes 🎙 @_willcompton & @taylorlewan77 🆕 TUE @ 6AM
Noel Stave @StaveNoel
200 Followers 232 Following Human. Dad. Husband. Jack of all trades. COO RBC Clearing & Custody. Photographer. Pokémon Trainer.
Wealth Management EDG.. @Wealth__Edge
269 Followers 60 Following Experience a collection of world-class events delivering exceptional content, world-class speakers and unmissable opportunities to network.
Betterment @Betterment
37K Followers 2K Following Grow your money with easy automated investing and goal-based saving. Put your money to work. Questions? Follow @BettermentHelpGreat angle - congrats to the @wealth_mgmt edit team @PatDonachie @alihibbs @Diana_Britton @robaburg @michaelhsamuels @ddjanowski Best News Coverage @SIIA #nealawards
🔥We’re back with another of PRess Play!🔥 Industry luminary @brunz99 joins hosts @elenaspeaking and @jimmymoock to share the winding story of his career and to explore how the complex landscape of financial media has evolved over time. open.spotify.com/episode/1IuHZA…
Connect with @mobileassistCEO at #WMEDGE2024. ☀️ ELEVATE your #WealthManagementEDGE experience with 1:1 meetings scheduled through the ConnectMe event app. 📲 Learn more: informaconnect.com/edge/networkin… #FinTech #WMEDGE
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! 📈
I recently had a single mom tear up as she told me how much money she had saved for her son's wedding as a surprise gift. Money is emotional. Always will be.
The #WealthStack Podcast In this episode, @ShannonRosic, director of WealthStack content and solutions, speaks with Gene Farrell, CEO of Vanilla, about the emerging trends in #estateplanning and why it’s becoming a critical part of wealth management. spr.ly/6015bLEA3
✨ Special shoutouts in this episode go out to @suzsiracuse, @jimpavia, @ShannonRosic, @acketyack, @investmentnews, @wealth_mgmt, @Wealth__Edge and more! ✨ P.S. You can also listen to the episode here on Apple Podcasts: podcasts.apple.com/us/podcast/fro…
@ShannonRosic Next time “ rope” them into a must attend conference!
@ShannonRosic Free pony rides if you like big horses.
@ShannonRosic It’s frankly shocking it took this long!! Giddy up!
@ShannonRosic 😂😂😂😂 Well at least you are having fun…I think?
@ShannonRosic Hahaha that’s so fun! I’ve never been on a horse in my life
@ShannonRosic Omg Shannon this just made my day!!! I LOVE it! Will now be galloping my way to Hollywood, Florida for EDGE 😊🐎
@ShannonRosic And this my friend, is the pure definition of “giddy up or giddy out” 👏🏼 Me watching this:
@jasonpereira @ShannonRosic When we asked advisors what they needed for a CRM, they said they needed a “faster horse”. Lesson: the customer always wants a faster horse.
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