Zero Alpha Group @ZeroAlphaGroup
Advocates of integrated wealth management and evidence-based investing who strive to spread the word about using wealth to achieve higher life goals. Est. 1995 zeroalphagroup.com Located across the U.S. Joined April 2014-
Tweets347
-
Followers268
-
Following117
-
Likes81
ZAG Member Firms Donate $50,000 to the @CFPBoard Center for Financial Planning to help establish a diverse talent pipeline, facilitate knowledge for financial practice, and increase diversity and inclusion within the financial planning profession. zeroalphagroup.com/news/zag-membe…
Scott Sarber @PetersenHasting has been elected Board Chairman of @ZeroAlphaGroup Read more at zeroalphagroup.com/news/scott-sar…
ZAG member firms place client interests first & deliver a comprehensive client experience that goes well beyond traditional investment management. The values we uphold help clients achieve their goals and dreams. Learn more at youtu.be/ILdBQVjtnNk @KatieCullen55
For 25 years, @ZeroAlphaGroup member firms have combined resources & shared information at all levels to facilitate professional and personal growth, learning, and development. We are #BetterTogether! #wealthmanagement #financialadvisors youtu.be/QkoVE4sd2hw @KatieCullen55
@ZeroAlphaGroup is celebrating 25 years! Our members have built a national network of wealth management firms that apply exemplary financial thinking and practices to serve clients in a fiduciary capacity. See what makes us different: youtu.be/QpVHf1Ydmfw @KatieCullen55
@ZeroAlphaGroup is proud to partner with @MichaelKitces to provide advisor education for our member firms!
Kitces.com Partners With Wealth Network on Advisor Education Project ift.tt/36Jq7n5
@ZeroAlphaGroup member firms and their clients getting advice today on Navigating the New Non-Normal from Schwab's @MikeTownsendCS.
@ZeroAlphaGroup member firm @SavantWealth's Phil Huber @bpsandpieces has been selected by @Investopedia as one of its Top 100 Most Influential Financial Advisors for 2020! Congratulations Phil!
Chief Investment Officer and Financial Advisor Phil Huber was selected by Investopedia as one of its Top 100 Most Influential Financial Advisors for 2020. @SavantWealth @bpsandpieces ow.ly/SyFB50C7m4Z
@ZeroAlphaGroup member firm @Plancorp_LLC stacks up industry awards in 2020: @FinancialTimes @RIAChannel @barronsonline @FAmagazine plancorp.com/blog/growing-l…
Congratulations to @ZeroAlphaGroup member firm @BeairdHarris!
Beaird Harris Named to CNBC’s List of Top 100 Financial Advisory Firms for 2020 ed.gr/cw007
Congratulations to @ZeroAlphaGroup member firm @Plancorp_LLC's @PeterLazaroff on being named to Investopedia Most Influential Advisors 2020 plancorp.com/blog/peter-laz…
@ZeroAlphaGroup is thrilled to have Schwab's @LizAnnSonders with us today as she discusses the current state of the economy and the markets with the clients of our member firms.
Art Tellez @TCIWealth, Cami Peterson @carlsoncap, Jimmy Zimmerman @BeairdHarris, and Kent Kramer @Foster_Group joined @ZeroAlphaGroup Executive Director Katie Cullen @KatieCullen55 for a panel discussion on the Importance of #EmotionalIntelligence during our virtual conference.
Brad Steiman, Head Of Wealth Management Group at Dimensional Fund Advisors Canada, kicked off Day 2 of @ZeroAlphaGroup's virtual conference on #EmotionalIntelligence and #RadicalCandor with a session on #Mindfulness.
@ZeroAlphaGroup member firms were joined by Executive Coach and Consultant Adam Hawk - Resources for Leading, to explore Skills Based Empathy as part of our virtual conference on #EmotionalIntelligence and #RadicalCandor.
Professor/Author @j1berger shared his revolutionary approach to changing anyone’s mind at @ZeroAlphaGroup's virtual conference on #EmotionalIntelligence and #RadicalCandor #Catalyst
Many Foster Group team members attended a virtual conference on emotional intelligence and radical candor from @ZeroAlphaGroup (ZAG). A fun part of the conference was the virtual 5k. What a great way to get out and enjoy this great fall weather! #ZAG2020Virtual5K
@ZeroAlphaGroup members firms are spending time today with @TR401 Tyrone Ross, Financial Consultant, Start-up Advisor & Athlete on Achieving Representation and Equality Within Financial Services. @KatieCullen55
@ZeroAlphaGroup member firm Savant Capital Management is now Savant Wealth Management! @SavantWealth unveiled its new name and website today. Read more at savantwealth.com/press-room/sav…
@ZeraoAlphaGroup firm @PetersenHastings has opened an office in Walla Walla, WA with wealth advisor John Keyes. union-bulletin.com/local_columnis…
Phil Huber @bpsandpieces
14K Followers 929 Following Head of Portfolio Solutions at Cliffwater 🌊 | RIA Intel's 2023 CIO of the Year 🏆| The Allocator's Edge 📗 | Bps & Pieces 👨🏻💻 | Pro Wrestling Aficionado 🤼
Max Schatzow @AdviserCounsel
7K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Schwab4RIAs @Schwab4RIAs
13K Followers 695 Following The Charles Schwab handle that provides news, insights, and updates relevant to independent investment advisors. https://t.co/0Ld2jUxmmV
Robin Powell @RobinJPowell
23K Followers 14K Following Helping investors make smarter decisions. Journalist, author, evidence-based investing advocate. Founder of The Evidence-Based Investor.
Foster Group @Foster_Group
315 Followers 379 Following Since 1989, the team at Foster Group has been committed to helping ensure your financial life is Truly Cared For®. Disclosures: https://t.co/pNilpuYX2D
Selena @KuhlmanLuc58868
232 Followers 7K Following
業界地図ナビ @Blardau229
54 Followers 2K Following 【完全無料】 25年の株式投資プロチーム(運用資産500億円以上)が提供:毎日の市場分析レポート + 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
Edgar Watts @BarmyBarmy98696
16 Followers 5K Following
Thuesseighs @ThuesseighsD4G
44 Followers 5K Following
Sloshor @SloshorCIz
7 Followers 733 Following
まな @682358zbkqf1ZL7
29 Followers 2K Following 楽しいことは毎週ほしい/ありのままのわたしを好きなひとが好き/SNSでストレスを感じたくない/ENTJ/花火すき/かき氷すき
_Leah9_ @Leah91467504
61 Followers 5K Following
McBawea @BaweaMc74114
26 Followers 1K Following
Tony Parkin @TonyParkin1975
50 Followers 221 Following Husband|Father|Ski Bum for 2023/24 season RIA Industry Exec excited for the future of the space
wyk4 @wyk4_1969
7 Followers 672 Following Hobby; track stocks, crypto currency, companies, industries etc,,as investment reference.
FutureNurseAnn @FutureNurseAnn1
2 Followers 16 Following
Mark Zielinski @Zielbeach
49 Followers 1K Following
Tommy Gilbertson @tommygilby
39 Followers 40 Following Optimistic polymath who enjoys an open-minded conversation and helping others through service for the greater cause.
carlos1100 @Carlos110338
2K Followers 1K Following
Valerie Foster @RevValFoster
21 Followers 183 Following Educator. MDiv. M Ed. Educational Leadership & Business Management. Creator of First Year Teacher Jobs & Tips. Licensed Officiant. Mom. #Blessed (She/Her)
Keith D @keith_dubauskas
370 Followers 906 Following Wealth management pro with emphasis on momentum-based tactical asset allocation
MaD Markets @markets_mad
43 Followers 382 Following Daily information about the Stock Markets, Crypto, Forex, Commodities, Economic trends. Not financial advice.
Richard Nolan @SIGSECONE
56 Followers 716 Following
When there's2or more,... @ForgeUrOwnPath
228 Followers 2K Following Anti-Trump. Kamala's doin'her best2prove girls ain't dumb. Stop hatin'. A follow don't always mean sexual attraction u prostitute. If u a white stick don't DMme
Aoifinn Devitt @AoifinnDevitt
596 Followers 323 Following Passionate about markets, investing, running and storytelling. Mom to many. Podcast host @fiftyfacespod Stamina is my superpower. Tweeting since 03/21.
Colin Feehan @ColinFeehan
79 Followers 2K Following Comedy nerd, craft beer geek, and hater of people who use the aforementioned labels. And still very much a child.
Elen Financial Softwa... @elensoftware
572 Followers 2K Following We've built the best back office system on the market for financial advisers, financial planners and paraplanners. ✍️ Start your 30 day FREE trial today!
🛫 April Rudin 🌏 @TheRudinGroup
23K Followers 20K Following Global #wealth #finserv #marketing firm| #Messaging #Content| @forbes| #1 wealth mgmt influencer| Likes: #NextGen #FinTech #WealthTech #Detroit
Amy Feinberg @AmyFeinberg3
498 Followers 6K Following Stock market swing trader/investor. I follow MarketEdge, IBD & Mike Wilson of Morgan Stanley.
Mike Romano @mikey_romano
121 Followers 301 Following real estate investment and development passion for all things engineering
Halo Investing @HaloInvesting
579 Followers 625 Following Award-winning tech platform disrupting how protective investment solutions are used worldwide. Important Disclosures: https://t.co/qsLLy4gFW8
Messon @Messon86628952
1 Followers 14 Following
Patricia Anne Bañare... @anne_banares
51 Followers 766 Following
Patty Hutch @Plhutch0923
29 Followers 475 Following
Tina Powell @tinacpowell
5K Followers 4K Following I build community, brand, and courage at scale. Chief of Community @intention_ly | Host 🎙️ In The Suite + Lung Cancer Strong Podcast & YouTube | Stage 4 NSCLC
Abbie Knight @abbies_insights
3K Followers 3K Following Speaker, entrepreneur and consultant. Passionate about all things digital and marketing in financial services
Pascal @upside_d0wner
161 Followers 2K Following More than love, than money, than fame, give me truth.
Fruehauf SC @dchamberlin3
366 Followers 829 Following NFL & NBA sports fan and Card Collector. I grew up in Detroit and have been a die-hard Detroit sports fan my whole life.
James Lea CPA @Jamesleacpa
208 Followers 568 Following
Viral Shah @viralkishorshah
272 Followers 5K Following Advisors To Families In Business || I am the most successful failure
@MESA_Berman @BermanThink
550 Followers 715 Following
magnifiTom @MagnifiTom
140 Followers 343 Following FinTech Exec. Chief Product Officer - @DiscoverMagnifi
Nanichi Calero @CaleroNanichi
1 Followers 36 Following Let me be that person to help you find a place to call Home!!!
Convequity @convequity
9K Followers 808 Following Mapping the AI Value Chain. Premium: https://t.co/3bYcUN0OQO Substack: https://t.co/1hGBBf9uz2
Jacob Malina @jakemalina
18 Followers 50 Following
Jason Santana @j6santana
36 Followers 2K Following
Mario G. Díaz C. @DiazMargio
115 Followers 1K Following Corporate Finance, Day Trading, Stock Markets
MichaelKitces @MichaelKitces
95K Followers 460 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
Liz Ann Sonders @LizAnnSonders
631K Followers 771 Following Chief Investment Strategist, Schwab Center for Financial Research. Disclosures: https://t.co/UPkjXThiIk
Schwab4RIAs @Schwab4RIAs
13K Followers 695 Following The Charles Schwab handle that provides news, insights, and updates relevant to independent investment advisors. https://t.co/0Ld2jUxmmV
Robin Powell @RobinJPowell
23K Followers 14K Following Helping investors make smarter decisions. Journalist, author, evidence-based investing advocate. Founder of The Evidence-Based Investor.
Foster Group @Foster_Group
315 Followers 379 Following Since 1989, the team at Foster Group has been committed to helping ensure your financial life is Truly Cared For®. Disclosures: https://t.co/pNilpuYX2D
CFP Board @CFPBoard
29K Followers 3K Following CFP® - The Recognized Standard of Excellence in Personal Financial Planning #CFPpro
Kate J @k8terjay
84 Followers 409 Following Lover of books, fishing, dogs and Lake Vermilion. All opinions are my own.
Katie Cullen, CFP® @KatieCullen55
262 Followers 401 Following Strategy & Innovation | Collaborator | Hockey Mom | Connector | Ironman | Veteran
Maggie Baer @baer_maggie
48 Followers 237 Following
Abbie Knight @abbies_insights
3K Followers 3K Following Speaker, entrepreneur and consultant. Passionate about all things digital and marketing in financial services
Patty Hutch @Plhutch0923
29 Followers 475 Following
Fruehauf SC @dchamberlin3
366 Followers 829 Following NFL & NBA sports fan and Card Collector. I grew up in Detroit and have been a die-hard Detroit sports fan my whole life.
Pascal @upside_d0wner
161 Followers 2K Following More than love, than money, than fame, give me truth.
Michael Townsend @MikeTownsendCS
10K Followers 309 Following Political analyst, Charles Schwab & Co., Inc. Helping investors understand how policy and politics in Washington affect the markets and your investments.
Amy Sandler @amysandler
507 Followers 760 Following Coach, podcast host + Chief Content Officer @Candor; dog-lover, cat-employee; mindfulness, breathwork meditation + Search Inside Yourself teacher
Tyrone V. Ross Jr. @TR401
22K Followers 2K Following CEO and Founder of @TurnqeyLabs • President and Founder @401Financial
Candice Carlton @candicecarlton
653 Followers 2K Following EVP | Head of Consulting + Innovation @ficommpartners Helping elite firms level up their marketing to drive growth #digital
Courtney McQuade @CourtMcQuade
4K Followers 3K Following Head of Digital @MarketsGrp | Buffalo Wings Pro | #WomenInFinance | @SoulCycle enthusiast | @Yankee Fan
JC Kerckhoff @jkerckhoff
103 Followers 249 Following Tragically not hip. Old soul. Huge fan of intellectual honesty, ridiculous comedy,dad life and financial wellness-maybe not in that order. https://t.co/pnZogo3YoC
Jeremy Pietrocini @jeremypie
41 Followers 4 Following
Carl Roberts @CarlOnMoney
384 Followers 99 Following Financial Planner, Investor | Helping you build and protect wealth for you and your family to enjoy.
Gina Beall @gina_beall
6 Followers 37 Following
Gary Blanchette @jagaryb
27 Followers 98 Following
Douglas A. Boneparth @dougboneparth
775K Followers 593 Following President at Bone Fide Wealth • Financial Planner • CNBC Advisor Council • Dad • Posts ≠ Financial Advice • Read Money Together: https://t.co/XnPPH7hKf9
David Hearne, CFP™ @dontdelay
8K Followers 5K Following Certified Financial Planner. Independent Financial Adviser. Retirement Planning, Investment Management and Estate Planning. Posts are personal, and not advice.
Peter Lazaroff @PeterLazaroff
5K Followers 786 Following Chief Investment Officer @Plancorp_LLC | CFA & CFP®| Contributor for @WSJ & @Forbes | Author of Making Money Simple | Host of The Long Term Investor Podcast
Greg McKeown @GregoryMcKeown
47K Followers 63 Following #1 NYT bestseller of Essentialism: The Disciplined Pursuit of Less & Effortless: Make It Easier to Do What Matters Most (https://t.co/AeXzoerm5r).
Brown Smith Wallace @bswllc
612 Followers 153 Following CPA, accounting & business advisory firm - national expertise with a personal touch. Circular 230 Disclosure & social media guidelines at https://t.co/XrkGZksnjs
Salesforce @salesforce
580K Followers 146 Following We're the #1 AI CRM—where humans with agents drive customer success together with AI, data, and Customer 360 apps on one platform. Tweet @AskSalesforce for help
Envestnet | Tamarac @ENVTamarac
2K Followers 623 Following A leading provider of integrated, web-based portfolio management platform for independent advisors and wealth managers. Disclosure: https://t.co/e47Vg9Eo3O
Charles Schwab Corp @CharlesSchwab
171K Followers 195 Following Champions of investors and those who serve them. Support hours: 7 a.m.–7 p.m. CT or 24/7 at https://t.co/80htb56bW9. (Disclosures: https://t.co/DOAmQuAHLR)
StoryBrand @storybrand
10K Followers 287 Following We help you clarify your message and grow your business. ➡️ SAY IT CLEARLY with https://t.co/SdiWejQq2j Get the new release of Building A StoryBrand 2.0 ↙️
Amy Florian @Amy_Florian
1K Followers 596 Following Author of "No Longer Awkward" and "A Friend Indeed". CEO, speaker, Thanatologist, teacher on grief and life transitions.
James Sellon, CFA, CF... @maseco_james
133 Followers 256 Following Co-Founder of MASECO - Private Wealth management firm for Global US citizens.
Caroline Gaynor @carolinebikes
2K Followers 1K Following 10 x IRONMAN guide for blind triathletes. 2 x RAAM team finisher. Day job: Avantis Investors. Evening job: toddler mom and former Parkinson’s caregiver.
James Yaworski @jmyaworski
35 Followers 196 Following
Tim @tmabee
121 Followers 280 Following
DeVoe & Company @DeVoeCo
1K Followers 433 Following DeVoe & Company provides consulting, M&A and valuation services to wealth managers.
Buck Olsen @buck_olsen
15 Followers 64 Following
Katy Vermeer @katyvermeer
5 Followers 39 Following
Havener Capital @HavenerCapital
217 Followers 169 Following Helping investment boutiques grow 📈 We're more active on LinkedIn! Connect with us @ havenercapital.
Angie Gallo @ucfalum
956 Followers 2K Following Wife, mom, OCPS School Board Member. Serving all children, at all times. UCF grad and super fan. 💛🖤⚔️🏈🏈
David DeVoe @DavidDeVoe1
2K Followers 619 Following RIA M&A expert. Passionate about helping advisors run better businesses. Advocate for the independent wealth management community.
Wealth Access @ASmarterLook
2K Followers 498 Following Wealth Access is a Customer Data Insights platform that Unifies and Enriches data to power hyper-personalized experiences.
Off The Record with B... @OTRwBrianHart
3K Followers 804 Following Unfiltered business talk. Catch execs and pros breaking down the hottest headlines and trends with @BrianHartPR. Live 3rd Thurs, 2pm ET monthly.
StacyE @sdeckhardt
9 Followers 55 Following
Michael Matthews @mjmatthews_
69 Followers 33 Following Executive Director at Capital Partners Private Wealth
Simon Brown @SimonBr70770754
10 Followers 40 Following
Jon Beatty @jonbeattyCS
413 Followers 82 Following Chief Operating Officer, Schwab Advisor Services. About me:https://t.co/NtsZr7ic8t See disclosures in website link below.
John O'Leary @JOLearyInspires
15K Followers 628 Following Husband. Father. Son. Friend. Live event + virtual speaker. Coach. Two-time bestselling author of On Fire and In Awe. Live Inspired Podcast host. #liveinspired
Clara Shih @clarashih
27K Followers 350 Following Founder, New Work Foundation and Host, dear CC. Conditional AI optimist. Advisor/founder, Meta Business AI. Founder, Hearsay. ex-CEO Salesforce AI
Andrew Ng @AndrewYNg
1.6M Followers 1K Following Co-Founder of Coursera; Stanford CS adjunct faculty. Former head of Baidu AI Group/Google Brain. #ai #machinelearning, #deeplearning #MOOCs











