Diana Cabrices @dianacabrices
fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemos dianacabrices.com Denver, CO Joined May 2009-
Tweets5K
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Followers2K
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Following1K
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Likes10K
The difference between a client testimonial & a referral? 👉Scalability An online review is essentially a referral with 10x the purchasing power. Excited to speak about this @IARFCAssoc's 40th anniversary conference this week! Stop by the @wealthtender booth & say hi. 👋
Working on a Sunday AND reminding myself just how lucky I am to do what I love Speaking on stage this Tuesday (and often) is something I dreamed of as a little girl who loved to perform 🎤📸 Flip the negatives into positives because most of us are truly blessed 🙏♥️
Imagine waking up to this on April 20th I did 😭
Our members rock! Do you know @jeremywalter? "In my life, I've met two types of people: Those who have some degree of imposter syndrome, and those who lack the self-awareness to realize it." TY for reminding us we are ENOUGH, Jeremy!
Our members rock! Do you know @jeremywalter? "In my life, I've met two types of people: Those who have some degree of imposter syndrome, and those who lack the self-awareness to realize it." TY for reminding us we are ENOUGH, Jeremy!
As a financial advisor do you actually care if a technology you use with clients is white-labeled to your firm's brand?
I can’t sleep bc my ❤️ is SO full about the past few days in TX Getting to share space w/ female advisors is a level of special you can’t replicate at typical events We learned a ton, ate delicious cowboy ribeyes, drank the best wine EPIC 🫶🏻 Pretty sure I belong in Texas! 💃🏼
Touchdown in Texas! 🛬 I forgot what 90% humidity does to a gal’s hair 😬
Member Spotlight ⚡️Meet Melissa, Founder & Financial Planner behind Pearl Planning and a founding AGC member. Embracing the mantra 'you can do anything, but not everything,' she successfully focuses her team's efforts, which elevates their planning service delivery as a result.
it’s 1:00 EST on a Tuesday which means @theadvisorgc is together and today we have the privilege to hang with the one and only @MichaelKitces. an exclusive opportunity to get to have our questions answered by Michael.
Want to build a sustainable biz dev ecosystem? @KristinHarad and I are going to show you how! From branding — marketing — sales — CX We're covering it all (and giving away easy formulas to get this right) Save your spot here: bit.ly/bizdevsystems
Low hanging tax planning fruit for wealth management: - ETFs in taxable accounts - Bonds in tax-deferred accounts - Stocks in Roth and taxable accounts - Prioritizing long-term cap gains
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
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 💕
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Cody Garrett, CFP®�.. @MeasureTwiceMNY
15K Followers 979 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!
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
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.
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.
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
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
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
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
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!
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.
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
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
Camille Koppenberg, A.. @ckoppenberg
1K Followers 1K Following 🇵🇭🇺🇸, PNW living, Mom of 2, Wife, Wealth Advisor | She/her | #fintwit | tweets ≠ advice
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Ezra Gould @EzraGould164861
97 Followers 3K Following
EuniceWagner @7yoXEJ0HwZdOEj8
3 Followers 87 Following
Leaunoo @leaunoo1061
0 Followers 87 Following
McSewhe @sewhe12650
0 Followers 70 Following
Judy Hoberman @SellingInASkirt
8K Followers 6K Following TEDx Speaker | Consultant | Coach | Author- Founder of Revolutionary Sales Training Program for women - 'Selling In A Skirt' https://t.co/nVOmsjGYKI
P. Haden Jennings @phadenjennings
104 Followers 354 Following
Mayflower Advisors @MayflowerAdvis
76 Followers 1K Following A New World Approach to Financial Service Solutions. Globally recognized, top-ranked, award-winning, Independent Registered Investment Advisor.
Sammy Azzouz @samazzouz
697 Followers 339 Following President & CEO @Heritagefin | Author of Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital | Host of Wealthy Behavior podcast | Blogger
Samantha Russell 🧑.. @samanthtwenty
24 Followers 344 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverte CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
The Fiftyfaces Podcas.. @Fiftyfacespod
122 Followers 85 Following A podcast committed to revealing the richness and diversity of the world of investment (and now beyond) by focusing on its people and their stories.
Brett Wysopal, CFP®,.. @Soaps27
1K Followers 520 Following Helping Equity Compensated Individuals & Ex-D1 Hockey Players Build Their Ideal Life| Lead Planner@ Secfi| Girl Dad 2X| Tweets ≠ advice.
🤴Edsøn Líma 17 &.. @17Filhao
401 Followers 8K Following 🤴Edsøn Líma CEØ 0017XVi! ...™ 👑👀👽🌐E™✈️🚀🛰 •|🌐ETEC___ 📊Bolsa de Valores @YahooFinance 📉💹🏧 @CasaReal 👸E👸🏻ML👸🏽EL
josé daniel rakotona.. @josdanielr95401
7 Followers 291 Following Naturaliste et développement vert, humaniste et secouriste,
John ski537 @JSki53716457
446 Followers 5K Following
QE3 @IghodaroAlonge
25 Followers 50 Following
Brain Molecule Market.. @BrainMolMkting
131 Followers 554 Following
Mike Larson @RealMikeLarson
8K Followers 2K Following VP/Editor-in-Chief at MoneyShow, overseeing all aspects of the firm's investor education and conference efforts, and planning its content operations.
Sheauth @Sheauth296992
145 Followers 3K Following
jasmina @jasminaleksic
1K Followers 2K Following Marketing is my profession, growth my passion. Sarcasm is my coping strategy. Do your thing, honey 🍯 she/her
Dominic Jenkins @dominic33888
7 Followers 189 Following Advisors come to us when they want to partner with CPAs.
Brad Gotto, RICP® @B_Gotto
111 Followers 246 Following Father, founder, financial advisor. Jesus wasn’t into politics or hate. Tweets ≠ financial advice.
Lee Amos Moyo @leemoyoam
1K Followers 2K Following Civil Engineering. PMP (PMI), MSc Proj Management Infra & Constr ( Uni of Liverpool), Arsenal FC, My tweets are my views.
Xtended Finanacial Re.. @XResources32454
0 Followers 2 Following
Jackson Sams Wealth S.. @jacksonsamsws
222 Followers 259 Following Financial Advisor - Helping women secure their financial futures so they can sleep well at night
Matheus Smith @hipnozegames
132 Followers 2K Following I provide top 1% virtual assistants to take care of 100% of backend tasks! 👉 https://t.co/cZOipGOuI9
Danny @UltraRunner26
5K Followers 4K Following 🤍 Running - Love All Distances 💙 Pray To God Everyday! 💛 Stocks - Dividend Investing ❤️ BMW - M Models 🚫 Posts Are Not Financial Advice
Advintro @Advintro
73 Followers 377 Following Outsourced, fractional #fintech sales and business development
Podcast promotion @Raihan1000000
120 Followers 3K Following I'm a professional apple podcast and spotify podcast Promoter. And I have a great experience with podcast promotion..🎧
Karla Paxton @krpaxton
322 Followers 496 Following Business Development for Redistributors and Alliances at Morningstar
Thomas George @thomasg_grizzle
21K Followers 3K Following Growth, Energy & Mining. PM of the $DARP ETF. Former Head of Commodities at TD Asset Mgmt. Nat Gas Bro & Spice King @grizzlemedia 👑🌶
Sylviane Amon @IOI_Syl
3 Followers 45 Following I help finance professionals to make wise decisions through biblical wisdom and technical expertise
Elon Musk @ElonMusk1168
62 Followers 753 Following
Miguel Ferreira @MiguelF57475648
653 Followers 5K Following
Nicola S Tomlin @nstomlinfcsi
160 Followers 462 Following #InvestmentManager and #branchprincipal of @RJUKHart. #trustee of @firsttouchnnu Posting business and personal. All views my own.
Jonas Amankwa @JonasAmankwa
477 Followers 4K Following Content creator||Youtuber||Social Media Boost||Farming||Photography||Life Hacks||Travel & See||Explorer|| Nature Activist||Alternative Herbal Medicine
ousman Bah @bahmusa914
69 Followers 1K Following hello I live with my grandmother and siblings, this is my new account now
Kian @slhzdh
147 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Cathy Curtis @cathy__curtis
459 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
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
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 💕
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
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Cody Garrett, CFP®�.. @MeasureTwiceMNY
15K Followers 979 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!
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
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.
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.
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
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
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
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Douglas A. Boneparth @dougboneparth
269K Followers 624 Following President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: https://t.co/CNtZzhgQMu
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!
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.
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
First Trust @ftportfolios
9K Followers 33 Following We provide ETFs, UITs, Structured Products, Closed End Funds, SMAs, and VA portfolios for advisors to offer to their clients.
Judy Hoberman @SellingInASkirt
8K Followers 6K Following TEDx Speaker | Consultant | Coach | Author- Founder of Revolutionary Sales Training Program for women - 'Selling In A Skirt' https://t.co/nVOmsjGYKI
IARFC @IARFCAssoc
68 Followers 29 Following The IARFC - non-profit association of designated and credentialed financial consultants formed to foster public confidence in the financial services profession.
Samuel Deane @samueldeane
3K Followers 267 Following Financial advisor helping founders and tech employees plan, invest and pay less in taxes.
Longboard @longboardfunds
926 Followers 372 Following Longboard is a mutual fund manager, helping financial advisors improve stock market returns, reduce beta and increase diversification.
Kristin Harad @KristinHarad
2K Followers 835 Following Business & Marketing Coach for RIA Leaders shaping Version 2.0 ...Mom of 2 teens (:-0) and a Jack Russell....F45 enthusist...coffee lover.
Kian @slhzdh
147 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
National Life Group @NationalLife
2K Followers 124 Following Life insurance and financial services since 1848. Do good, be good, make good.
Nicola S Tomlin @nstomlinfcsi
160 Followers 462 Following #InvestmentManager and #branchprincipal of @RJUKHart. #trustee of @firsttouchnnu Posting business and personal. All views my own.
United Financial Plan.. @United_fpg
63 Followers 48 Following We are a Long Island and NYC based Fiduciary RIA. We provide Financial Planning, Wealth Management, and Tax services on a Fee-Only basis. Service Nationwide
Shawna Ohm 🍉 @ShawnaOhm
5K Followers 2K Following Content marketing for financial firms @Content151. Made in Chicago. Forged in New York. Happiest in deserts. تحرر فلسطين 🇵🇸
Tim Maurer @TimMaurer
7K Followers 2K Following Personal finance is more personal than finance. Chief Advisory Officer for @SignatureFD. Write for @CNBC @Forbes; wrote "Simple Money" book; opinions are mine.
Scott Bair @scott_bair
3K Followers 969 Following Jesus Follower :: Brand Strategist ➤ I write here to simplify branding for startup teams. ➤ Building https://t.co/kvs2JndRxt | https://t.co/eaFkUZYggF | @timewell_io
JConnelly @JConnellyNYC
4K Followers 3K Following JConnelly is a leading integrated communications and digital media agency where your brand is understood, enhanced & fiercely protected.
Jorrell Bland @JReLLz35
625 Followers 515 Following Associate Wealth Advisor @MitlinFinancial Editorial Advisory Board Member @FPANexGen 🏈 @WVUAlumniAssoc
Horsesmouth @Horsesmouth_FA
2K Followers 185 Following Horsesmouth helps tens of thousands of financial advisors every day to serve their clients and build smarter, growing advisory practices.
Brandon Hall @bhallcpa
15K Followers 317 Following Busting influencer tax "loopholes." CEO @therecpa. Host of the Major League Real Estate Podcast. I DIY lattes, pizza, & craft cocktails.
Edelman Financial Eng.. @EdelmanFE
2K Followers 27 Following Partner with us for the advice and service you need and want. 1.3 million clients trust us to manage over $275 billion in assets at 147 offices nationwide.
Indigo Marketing Agen.. @IndigoMktgAg
1K Followers 2K Following SIGN UP FOR OUR NEW WEBINAR NOW 💻 ✨https://t.co/En4xfJiRU7 ✨💻
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
Laura Garfield @LauraGarfield
233 Followers 578 Following Digital content crafter: Enjoys word wrangling & wrestling with strategy to get just the right gist. Co-founder https://t.co/0oM9H1VlBI
Gerry Barrasso CPA, C.. @GerryBarrasso
63 Followers 94 Following Founder & President @United_fpg | Fee-Only | Fiduciary | Financial Advisor | Tweets are not advice
Linds Lewis, MBA, ChF.. @the_finfluencer
236 Followers 409 Following cultivate money curiosity (she/her)
caleb silver @calebsilver
6K Followers 1K Following * Storyteller * Taco Trucks * Black Belt in guacamole * Roots Reggae aficionado * Longboards * Editor in Chief @Investopedia
Eric LaNier @elanier15
467 Followers 2K Following Christian Financial Planner. Founder of @higherimpactfin. Tax Associate. Tweets about 💵, Taxes, Ministry & Entrepreneurship. Posts are not advice.
Ryan Furlong, CFP® @RyanFurlongCFP
508 Followers 475 Following Helping High Earners and Entrepreneurs find Financial Independence Faster. Tweets ≠ advice
Mike Zung, CFP® @MikeZungCFP
2K Followers 469 Following Founder of @java_wealth | Financial planner for ppl w/ equity comp | Small-but-mighty YouTube channel | @LFC fan | Tweets != advice
Joseph Kolb, CFP® @josephekolb
748 Followers 690 Following Fee-Only Certified Financial Planner™ at Wickford Wealth Management in Rhode Island. Tweets are not advice.
Pocket CCO @PocketCCO
206 Followers 32 Following Your go-to Chief Customer Officer and advisor, crafting seamless customer experiences across marketing, sales, product, and community.
FinFolio @FinFolio
2K Followers 1K Following Portfolio management and trading software solution for professional wealth managers. #fintech #wealthtech
Legal Tea @LegalTeaPodcast
506 Followers 113 Following Podcast promoting awareness of #estatelaw & #elderlaw – in an educational, entertaining way. #DoYourEstatePlan Host: @JennyRozelle with @INEstateLaw.
Louis J. Czerwinski, .. @LouisCzerwinski
493 Followers 2K Following Husband, Father, Financial Advisor. Tweets are not to be considered investment advice.
Mike Hartman @mhartman87
159 Followers 129 Following Founder/Financial Planner Hyperion Financial. CFP®. Breakfast aficionado. Travel enthusiast. Overachieving husband. Dad x 2
Jenny Rozelle @jennyrozelle
4K Followers 652 Following Estate & Elder Law Attorney / Owner of @INEstateLaw. ⚖️ Not legal advice. 🚨 Host @LegalTeaPodcast. 🎧 Owner @IndyFiduciary. 💌 Live on a cattle farm. 🐮
Broc Buckles @Broc_Buckles
1K Followers 2K Following Co-Founder | BC Brokerage | Insurance for Fee-Only Financial Planners | Fee-only advocate | Scuba Diver | Podcaster | We're making insurance suck less.
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.
Daniel Keever @danielkeeverEFM
82 Followers 303 Following Founder of Evergreen Financial Marketing || Helping financial advisors build un-canned brands
GReminders @g_reminders
69 Followers 124 Following Automated Scheduling & Eliminate No Shows for Professionals and Financial Services. Syncs w/Google Cal, Outlook, Redtail. HIPAA compliant.
LeadJig + Acquire Dir.. @LeadJig_Acquire
6 Followers 33 Following Transforming the way financial professionals identify, target, and deploy marketing.
Michal Skowronski @michaljs
58 Followers 440 Following Founder @skylarkwealth. CERTIFIED FINANCIAL PLANNER™ for kind pre-retirees that want to make money one less thing to worry about. Tweets ≠ advice.
Brett Wysopal, CFP®,.. @Soaps27
1K Followers 520 Following Helping Equity Compensated Individuals & Ex-D1 Hockey Players Build Their Ideal Life| Lead Planner@ Secfi| Girl Dad 2X| Tweets ≠ advice.
Luis Marroquin @Mluise96
77 Followers 100 Following Still trying to discover who am I, de aquí y de allá.
Lauren Cobello @laurencobello
29K Followers 19K Following Founder ➡️ Leverage w/ Media PR, a PR agency for celebrity, CEO and entrepreneurial authors! 3x Author. As Seen on Today Show & GMA [email protected]
Matthew Garasic, CFP�.. @Matthew_Garasic
5K Followers 246 Following I Help Executives with Equity Comp Make Work Optional | Founder @UnrivaledWM | Co-host of the Becoming Work Optional Podcast | Tweets≠advice
Cam Marzi @Invested_In_You
7K Followers 637 Following Financial Planner/Owner of Rogue Advisors • I help business owners & investors maximize their wealth and financial clarity💸 Tweets ≠ advice3 things I’ll never do to build my financial planning business: - Cold calling friends and family - Working with people who aren’t a good fit to grow faster - Trashing the way other advisors serve their clients To each their own but cornering family and friends is the worst imo
@dianacabrices They are amazing! Except brutal for allergies 😂
Tired of ineffective marketing? You could be just one 'marketing playbook' away from massive growth for your firm. Join our live panel tomorrow for actionable strategies from industry leaders. Don't miss out, secure your spot now 👉 hubs.ly/Q02tswKG0
XYPN is rolling into your area and sponsoring a local meet-up with hosts Kelly Klingaman and Maddy Roche! When: Mon, May 6 @ 6:00 PM Where: Radio Coffee & Beer | Austin, TX RSVP today: hubs.ly/Q02mhd720
Only dead fish “go with the flow”. — David Ogilvy #GOAT𓃵
Please don't tell this lie: “Your rent payment is the most you'll pay. Your mortgage payment is the least you'll pay.” Or at least add “this year” to the end. Equating variable rent to fixed mortgage payments is a mistake. Same with assuming tenants don't pay property tax.
Back from Ecuador, and I'm rethinking profit's true meaning. The Amazon's devastation by oil industries is a wake-up call. This Earth Day let's shift to conscious capitalism, prioritizing sustainability over short-term gain and investing in a future where profit serves a greater…
@dianacabrices Also getting ready to dive into some work on a Sunday! Love this perspective! 🥰
We met in law school! ❤️ (This was our “save the date” for our 4/14/18 wedding.) My husband’s corny joke is, “I didn’t go to law school to become a lawyer. Just to meet one!”
The comments on this are great 🙂 If y'all wouldn't mind dropping a comment/quote tweet of where you met your spouse & a pic - people seem interested 🤷🏻♂️ We met on hinge 🙏
@dianacabrices Cheers!
@dianacabrices Ha. Me too. Might do some spring sledding.
🎙️Catch up with hosts @elenaspeaking and @jimmymoock this weekend and tune into this episode of PRess Play: The @StreetCred_PR Podcast featuring @JackSharry52! Learn how listening can transform your career and reshape your business outlook. 🎧 open.spotify.com/episode/38poUM…
AGC Member, Jeremy Walter, helps clients align wealth with their values and inspires individuals to live richer, more intentional lives. He is a founding member of The AGC, and we are so grateful to have his expertise and enthusiasm in our community for the last few years 🎉
Happy birthday, @Wawa! Free coffee is fueling day two of the @StreetCred_PR partners summit in PA. Say hi to caffeine influencer @jimmymoock👇🏻 #WaWaDay
No internet means that I'm not tethered to my desk for today's BTBA class from @shapingwealth. I'm hoping the weather holds off while I walk for a bit. #GetOutside
@dianacabrices I don't think clients care and believe that whote-labeling can restrict the community that could build to support the use. If I have an eMoney question, I can ask the webs and get an answer or perspective. If we called it GWAmoney, it would limit who knows what I'm talking about.
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