guy penn @guympenn
building @ core planning ○ https://t.co/w69tOaEoRL ○ corepln.com/welcome StL Missouri Joined August 2019-
Tweets2K
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Followers749
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Following726
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Likes5K
so we're not about Quotas, # of dials, KPIs, OKRs, WTFs, or any other silly managerial LOLs. What we care about: Did we make just one meaningful connection? Did we help someone feel more organized around their money? Can we repeat that process to help others? Cool.
Choose your #fintwit ❎️ hot fee take fintwit ❎️ IUL annihilation fintwit ❎️ angry dividend fintwit ✅️ cute pets of fintwit
Long before it was all JPow & JYell, we had Master P & Mia X. Things made sense.
if the 401k rollover process were a pair of shoes.
Growing the market is way more fun than just fighting for market share. More people win, better energy 🤘
7/yo: "dad your job seems so easy, all you do is just walk around the house all day talking to friends on the phone..." 👀 Well, I mean, I guess she has a point...
Mom life is taking care of your kid with fever and missing your TV interview live. Fortunately there are links on the interwebs! Thanks @MichelleLiTV and @ksdknews for this opportunity! ksdk.com/article/money/…
This industry is full of silly acronyms, but there are still a handful of important ones we use daily: IRA ETF LOL ADV WTF OMG NFW did we miss any?
The term 'Next Gen Advisor' isn't about age. It's about progression from an old way of thinking.
-Who do you enjoy hanging out with? -What struggles do they face? -Are you able to help? Business is pretty simple, no need to complicate things.
Advisors: we have an obligation to give our clients the very best of ourselves. This means tending to our mental, spiritual, and physical well-being. By becoming the best possible versions of ourselves, we'll have better energy to serve our families as they deserve.
Such a great perspective here from @grzczyk. I ran totally solo for over 10 years before realizing just how much I missed the collaboration and team energy. There is no 'best path' only Your Path. What's that thing we love to say? It Depends 🙌
Such a great perspective here from @grzczyk. I ran totally solo for over 10 years before realizing just how much I missed the collaboration and team energy. There is no 'best path' only Your Path. What's that thing we love to say? It Depends 🙌
I get the ice bath/cold shower concept and benefits of shocking your nervous system. But have you tried getting 4 little kids out the door in the morning? Same thing really.
Two underrated books for financial planners: 1. The Goal by Eliyahu M. Goldratt 2. Storytelling with Data by Cole Nussbaum Knaflic
Culture fit does not mean conformity, quite the opposite in fact. When done properly, the right culture celebrates unique voices. Organizations with limited voices and strict uniformity are inherently fragile. our Culture Code: corepln.com/a-better-way
Its 2024 market outlook season! Here's our hot take:
It's ok to be both chill and productive, these are not mutually exclusive.
Our office decor should align with our deepest personal values.
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!
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
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.
Elliott Appel @ElliottMAppel
2K Followers 1K Following Founder and Financial Planner, Kindness Financial Planning. Tweets not advice. https://t.co/Xk1RcH2hSf
Colton Etherton, CFP�.. @thetattooadvisr
2K Followers 1K Following Unique Websites for Financial Advisors + Advisor Success at @get_elements tweets≠advice
Riki Cooke, CFP® @RikisRamblings
1K Followers 999 Following 🧳 Traveler. Helping millennial travelers find the balance between vacation and vocation via thoughtful sabbatical planning.
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.
FinArt @TheFinArtist
1K Followers 1K Following Branding and Design for Finance and Fintech | [email protected] |
treyton.com 🍞 @treytondotcom
3K Followers 988 Following my book & blog → https://t.co/iHhx0AFEff // creative resources (for advisors) → https://t.co/KCVLS25jxo
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
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
Jason Wenk @jasonwenk
6K Followers 1K Following Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
Ronnie Colvin, MS, CF.. @moneyeducator
1K Followers 1K Following He/him. Sci-Fi, Superheros, and Southern food. Contract "Fractional Planner" to other advisors looking to grow or to help carry their existing workload
Rachael Camp, CFP® @camp_wealth
23K Followers 271 Following Building a "work optional" life and sharing everything I know. | Owner of Camp Wealth | Co-host of the Becoming Work Optional Podcast | Tweets are not advice.
Courtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZE
Jordan Taylor @ArchAdvicer
802 Followers 521 Following Serving $$ Knowledge + Sharing "$ecret$" Financial Advisor + Analyst (not advice)
John Stoj® @StojBoj
4K Followers 3K Following NYC ➡ CHI ➡ ATL. Sell-side ➡ buy-side ➡ clients’ side. Father, anesthesiologist’s husband, founder of flat-fee RIA Verbatim Financial. Truth teller. Fiat slave.
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
Tosmiez @Tosmiez153793
0 Followers 57 Following
MovingWorthForward @MovingWorthFwrd
1 Followers 14 Following
Claudette @claudet14830759
2K Followers 4K Following
Wendy Corsini @CorsiniWen39984
126 Followers 3K Following
Mary @reeves_mary8
130 Followers 3K Following
Kathryn Hanna, CPA/PF.. @MakingYourMM
3K Followers 3K Following Making Your Money Matter | Actionable resources to help accumulators optimize money to maximize their lives. Spreadsheet guru, tax pro, budgeting advocate.
Jack Vandinter @JackVandin70693
69 Followers 5K Following
Dorthey Antonsen @DorthAntonse
90 Followers 5K Following
The Idea Farm @TheIdeaFarm
5K Followers 2K Following Investment research service led by @MebFaber 📩 Newsletter: https://t.co/YGoVjjHIMj 🎙️ Podcast: https://t.co/qD32TsE3uV 📺 YouTube: https://t.co/VrojlwvREM…
John Helphenstine @JohnHelphe51230
37 Followers 5K Following
Jorge @jorge_tomas8
701 Followers 5K Following Glory to Ukraine I Catalunya lliure !!! 🇺🇦🇺🇸🇪🇺🇬🇧🇫🇷🇱🇻🇫🇮🇨🇦🇵🇱🇨🇭🇧🇻🇦🇹🇭🇲🇹🇷🇪🇪🇹🇩🇬🇷🇮🇱🇦🇲🇦🇩🇩🇪🏳️🌈🇪🇸🏴☠️
Anna @Anna11_15
539 Followers 3K Following Well, this is a new experience for me. I'm a fun girl, interests include work, animals, singing, gym, long walks and nice music.
Logan Alpaugh @LoganAlpau
35 Followers 5K Following
Veronika Rusanova @degustaio
380 Followers 965 Following Degree in tourism. Help businesses with intercultural communication and travel planning. Visited 39 and lived in 5 countries. Free tips and travel stories ⤵
Linda B @LindaB881166966
45 Followers 276 Following A Twitter bio is a short and concise description that allows you to showcase your personality, interests, and profession to your followers.
Lurlene Godino @godi_lurl
8 Followers 2K Following
Shiloh Parsh @par_shilo
76 Followers 5K Following
Eric | Stage3Finance @Stage3Finance
40K Followers 477 Following I help dads clean up messy finances and get on a path toward financial freedom | I went from $50k debt to $1M net worth in 10 years.
Never Married Dating .. @nevermarryapp
107 Followers 5K Following Never Married Dating The World's First Ever Dating App For Never Married People . https://t.co/uYB90z9uU2
Rick Wong | Social Me.. @rick001027
58 Followers 345 Following Manage online presence, create engaging content, analyze metrics, and foster community interactions to boost brand awareness and engagement across platforms.
Arlette Opdyke @AOpdyke29583
56 Followers 5K Following
Lindsey Bell @justLBell
15K Followers 1K Following NYC heart, Pittsburgh genes, Cali dreams. Stock market student, cheerleader of people, beach bum, wine happy. Shifting the way you think. @CNBC contributor.
Mike Moshier @mikemoshier
292 Followers 1K Following Father. Avid Golfer. Lover of Lakes. Opinions are my own and not employer. Not financial advice or endorsement.
JFCP @JFCPfinance
274 Followers 673 Following Journal of Financial Counseling and Planning. Publishing peer-reviewed research articles for financial counseling, planning and education.
Matheus Smith @hipnozegames
135 Followers 2K Following I provide top 1% virtual assistants to take care of 100% of backend tasks! 👉 https://t.co/cZOipGOuI9
Elements @Get_Elements
1K Followers 492 Following Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
Tech Braudel @techbraudel
59 Followers 91 Following Yo #FinTech #ESG #EdTech #AI #NeuralNetwork #ecommerce
Jason Payne @jfpcfp06
63 Followers 120 Following
Melanie Khachatoorian @MKhachatoo75668
87 Followers 5K Following
Alia Falls @alia_falls39606
73 Followers 5K Following
HolderZecarios @Zecarios2
12 Followers 66 Following
Ferne Vitorino @VitorinFer
87 Followers 5K Following
Garrett @GGSIII
655 Followers 593 Following On X to connect! Please reach out! Helping parents change their family tree by working to become and stay wealthy. | Not investment advice
JMC @JMC548657996646
100 Followers 1K Following
Kian @slhzdh
146 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Cathy Curtis @cathy__curtis
458 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
888 @AJAJ06516
338 Followers 2K Following B.S. Businesses 👩🏻🎓The road to success 📈 is always under 🦺 🚧 Believe in yourself and you become unstoppable.💕
SummarySumo @Summary_Sumo
20 Followers 213 Following We provide 4-8 minute summaries of popular books and journals. Check out our youtube page for more. https://t.co/Fu2GTxfZ1q
Inspired Landlord (an.. @InspiredLandlrd
826 Followers 937 Following Proud Dad/Husband | 2 rental properties | $VOO $VTI | Leveraging my W-2 to build financial freedom | Copywriter | Voiceover Artist | Here to learn & inspire
Camelia Cobian @CobiCamel
23 Followers 5K Following
JTrades @_BobTheBuilder3
497 Followers 993 Following I am an investor with a focus on growth stocks, constantly seeking out the next big winners. With 25 years of experience in this field, I am a lifelong student
AJ 🫡 @Buffa_Cuse
764 Followers 708 Following #Billsmafia | Investing📈 | Golfing 🏌️♂️ | Skiing ⛷️ | Kirk Cousins Enjoyer | NY ✈️ Utah
Sam Varano, CFP®, AI.. @samvaranocfp
122 Followers 948 Following Founder and president of Cypress Wealth Partners. Certified Financial Planner™ who’s passion is helping clients feel more confident about their decisions.
GenxBonVivant @GenxBonVivant
4K Followers 4K Following #Entrepreneur | Ex Army. Digital Ecosystems | Fractional CMO | Pre-Seed Advisory | Live Podcast host | Digital Nomad Hubs (Eco Real Estate) | Luxury Travel
Ramsingh D Nepali @RamsinghN
101 Followers 471 Following
😵💫 @kaddou539661
62 Followers 200 Following
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.
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!
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
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
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.
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
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
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
Max Pashman CFP® �.. @maxpashman
4K Followers 378 Following Buiding blueprints to financial independence for high earning tech employees and business owners. DM for questions! Posts are not advice.
Elliott Appel @ElliottMAppel
2K Followers 1K Following Founder and Financial Planner, Kindness Financial Planning. Tweets not advice. https://t.co/Xk1RcH2hSf
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
Colton Etherton, CFP�.. @thetattooadvisr
2K Followers 1K Following Unique Websites for Financial Advisors + Advisor Success at @get_elements tweets≠advice
Riki Cooke, CFP® @RikisRamblings
1K Followers 999 Following 🧳 Traveler. Helping millennial travelers find the balance between vacation and vocation via thoughtful sabbatical planning.
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
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.
Zach Ashburn @zachary_ashburn
2K Followers 766 Following Tax and Investment Planning for Consultants and fCxOs CFP® Professional and IRS Enrolled Agent Tweets≠advice
FinArt @TheFinArtist
1K Followers 1K Following Branding and Design for Finance and Fintech | [email protected] |
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
treyton.com 🍞 @treytondotcom
3K Followers 988 Following my book & blog → https://t.co/iHhx0AFEff // creative resources (for advisors) → https://t.co/KCVLS25jxo
Eric | Stage3Finance @Stage3Finance
40K Followers 477 Following I help dads clean up messy finances and get on a path toward financial freedom | I went from $50k debt to $1M net worth in 10 years.
Lindsey Bell @justLBell
15K Followers 1K Following NYC heart, Pittsburgh genes, Cali dreams. Stock market student, cheerleader of people, beach bum, wine happy. Shifting the way you think. @CNBC contributor.
Mike Moshier @mikemoshier
292 Followers 1K Following Father. Avid Golfer. Lover of Lakes. Opinions are my own and not employer. Not financial advice or endorsement.
Michael Thrasher @Mike_Thrasher
3K Followers 5K Following Senior reporter @iimag. I write the Officium newsletter (sign up below!) Signal: 330.962.6441. Send tips & quips: [email protected]
Kian @slhzdh
146 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Garrett @GGSIII
655 Followers 593 Following On X to connect! Please reach out! Helping parents change their family tree by working to become and stay wealthy. | Not investment advice
Dan Zurek @DanZurek_
7K Followers 1K Following GTM | Advisor | Investor @shimacapital, https://t.co/sbxDtJfJCG, @swellvc
AJ 🫡 @Buffa_Cuse
764 Followers 708 Following #Billsmafia | Investing📈 | Golfing 🏌️♂️ | Skiing ⛷️ | Kirk Cousins Enjoyer | NY ✈️ Utah
GenxBonVivant @GenxBonVivant
4K Followers 4K Following #Entrepreneur | Ex Army. Digital Ecosystems | Fractional CMO | Pre-Seed Advisory | Live Podcast host | Digital Nomad Hubs (Eco Real Estate) | Luxury Travel
Amy H. Burdge @AHBurdge
105 Followers 234 Following A fractional marketing resource whose core values align with RIAs. Learn more at https://t.co/3HTBbT12pc
Wealth Builders Weekl.. @WealthBldrsWkly
84 Followers 405 Following We Grow Strong Savers. Free newsletter focused on sharing actionable tactics to help you build wealth each week via small wins and incremental gains.
Taylor J. Thompson, M.. @AdvisorTaylor
36 Followers 162 Following Helping High Income Earners & Entrepreneurs Build & Protect Wealth. Nominated Top 40 Advisors Under 40 Investment News. Tweets ≠ advice.
Jack O’Connor, CFP�.. @_jacko_connor
104 Followers 450 Following I help people with their money, so that they can find financial contentment. Advisor | O'Connor Financial Group LLC Tweets are not advice.
Dmitry Alimov @dmitryalimov
6K Followers 7K Following Tech VC and entrepreneur. Curious. Investing and building in AI. Built companies in media and tech. Founder @frontiervc. Learned things @harvard, @stanford
Devin McCombs, CFP®,.. @NxtGenPlanning
391 Followers 241 Following Financial Planner for those without Financial Planners, helping Young Professionals build and create wealth. Tweets ≠ advice.
Jackie Kenoyer @jackiekenoyer
2K Followers 341 Following Financial Educator | I teach beginners how to build wealth without a budget | Formerly a trader, banker, and math teacher
Tommy Warburton @tommywarb
860 Followers 2K Following Account Supervisor @StreetCred_PR Let's Go!!!!
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.
Jonathan Dane, CFA, C.. @jonathanddane
211 Followers 289 Following Founder & CIO @DefiantCapital_ | Helping founders and highly affluent families manage complex wealth | Advocate for alts and private investments | tweets≠advice
Chad Carleton @ChadCarleton
10K Followers 2K Following Servant, Nerd, Operator | scaled ecomm to $50mm/yr, now scaling a 3PL 🤫 | 1mm📦/year. Never too busy. Very lucky. Building in the Midwest.
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
Clifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
Decade Investor💸 @DecadeInvestor
192K Followers 488 Following Posting all things money | 16,000+ people read my weekly newsletter & 1,000s listen to my podcast | Posts ≠ Advice
Brian Behl, CFP® @brianbehlcfp
329 Followers 1K Following CERTIFIED FINANCIAL PLANNER™ Bad golfer. Packers, Brewers, Badgers, and Bucks fan.
Scott @scottfelsenthal
4K Followers 785 Following Working hard to position our consumer goods company for a 5th generation & beyond | CEO | Discussing business, investing, and life
Brent Beshore @BrentBeshore
116K Followers 1K Following @PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows Jesus
Nick Reilly, CFP® @NickReillyCFP
177 Followers 625 Following Modernizing Financial Lives | ex @AWSstartups & @Salesforce | Founder @ One Day Advice 💵 | FinTech Startup Advisor | Podcast Host |DeFi & Crypto|*Tweets≠advice
Nikita Bier @nikitabier
321K Followers 2K Following I make apps grow really fast. founder @gasappteam (acq by discord), ex-founder @thetbhapp (acq by facebook), ex-new products @meta
Guillaume Verdon @GillVerd
52K Followers 3K Following Founder & CEO @Extropic_AI • prev: Physics & AI R&D @ (Alphabet X / Google) • Founder @ TensorFlow Quantum • (PhD(ABD) + MMath) @ (IQC / UWaterloo / PI) • e/acc
Waymo @Waymo
91K Followers 222 Following Creating a new way forward with Waymo One in #PHX, #SF, #LA, & #ATX 🤖🚘 Hear from our co-CEOs: @dmitri_dolgov and @TechTekedra. Download the Waymo One app: 👇
Joe Moss @joemoss_xyz
257 Followers 742 Following The RIA Tech & Marketing Guy | Community builder at ProAdvisorSuite & Conneqtor | Join my free community ⬇️
Austin Holiman @austinwholiman
970 Followers 2K Following Normalizing money conversations. Banking, Books, and Barbecue #KnowYourNumbers
Amy Resnick @AmyResnick
10K Followers 11K Following Financial journalist. Fixed income/public policy nerd. Supporter of women in journalism, finance, life. Opinions are my own. RTs not endorsements.
Jordan Arndt @jordanarndtMBA
138 Followers 273 Following Helping navigate finances for Canadian families with a focus on generosity. MBA, MFA-P™, QAFP® Mutual funds through Sterling Mutuals Inc.
Jeff Thomas, Host of .. @InvMasterminds
313 Followers 1K Following Creator and Host of the Investment Masterminds web-series featuring talent from across the financial services industry and beyond.
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Tricia Rothschild @TriciaRothschi1
375 Followers 123 Following Independent-minded fan of the disrupter and the underdog. Data and product management geek. Equally appreciative of both creativity and efficiency.
Tobias Salinger @TobySalFP
3K Followers 5K Following Wealth management journalist for @finplan writing about brokerages, RIAs, racial equity, regulation and compliance. He/him. [email protected]
Mark McGrath @MarkMcGrathCFP
17K Followers 2K Following I help Canadian physicians treat financial uncertainty. CFP®, CIM®, CLU®. DM's are always open. Meet a PWL advisor ⬇️
Steve Chen 🇺🇸 �.. @NewRetirement
4K Followers 1K Following Account run by the founder of NewRetirement, which offers Financial Planning and Management as a Service ☁️😊
Kristan Rowland, CFA,.. @RowlandKristan1
424 Followers 395 Following Portfolio Manager, Past Chair, CFA Society Chicago; University of Notre Dame, University of Chicago Booth School of Business
VRGL @VRGLwealth
248 Followers 498 Following Accelerating the client acquisition process for financial advisors and bringing transparency to wealth management #fintech
Justin L. Mack @justinlmack
5K Followers 2K Following Reporter for Axios Indianapolis. Formerly @finplan, @indystar @jconline @usatoday network ~ FGC jobber and pro wrestling lover ~ CLE native, Boilermaker4Life
FinServ Foundation @FinServOrg
315 Followers 224 Following A foundation committed to empowering, developing, and creating access and opportunity for the next generation of financial service professionals.
Shannon Rosic @ShannonRosic
1K Followers 2K Following NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYRangers
Julie Fredrickson @AlmostMedia
39K Followers 6K Following Founded & sold shit. Angel invest & early stage (https://t.co/AAXsJuYK25) #FreedomToCompute married @alexlmiller via @Uchicago & Rockies. Autist Oracle Montana
Ethan Young, CFP®, C.. @EthanYoung314
443 Followers 1K Following Former Financial Advisor. Now helping small business owners maximize the value of their largest asset. My DMs are always open.
Sabrina the SALTy CPA @IraGilligan
13K Followers 2K Following I help tax pros navigate SALT for their clients. Unfiltered content. #ADHD and thriving. #TaxTwitter. Matt Club Member.
Was gonna go vegan, but Costco had ribeyes on sale.
remote work. phase 1 done.
A coach gives you a pep talk; a strategist gives you a game plan. Guess which one actually helps you score in the big league? #NoMorePepTalks #RealResults
We are extremely excited to announce this because it focuses on how we work as a team. We are grateful and honored that a national organization that understands the profession has chosen us out of so many national teams. I'm proud that we've always been 100% locally-owned and it…
🌟We are honored to announce that The GWA team was named an InvestmentNews RIA Team of the Year Excellence Awardee!🌟 To be considered for this award, a team must display a spirit of innovation, offer unique strategies to clients, and have a solid reputation within the industry.
Have I mentioned how much I appreciate the new open-source embracing Microsoft? This is an incredible gift of history. Inspiring.
Microsoft has open sourced MS-DOS under MIT license
In a 2 month long battle with @AnthemBCBS to get our insurance coverage reinstated. So many emails and phone calls later and we’re still in limbo. If you have extra strength today, please send it over because we need it…
"The creation of good art is – in my opinion – what we are put on this earth to do. It is our highest calling. It is my highest praise. There is lasting value in good art, because it is a very scarce thing and it never gets used up."
I wrote this 3 years ago. Everything I predicted about the co-option of Bitcoin by Wall Street and Washington into Bitcoin!™️- from the Blackrock ETFs to the US Treasury tracking unhosted wallets - has come true. epsilontheory.com/in-praise-of-b…
Get friends who support your term habits.
@qfinvestor @BigBoyBern80872 @TrendingValue is my pal and I support his addiction to term, but yeah I have always been an equity beta/factor + managed-futures trend guy myself. I think adding some term as well makes sense, but it doesn't suit me behaviorally.
As promised.... 🥁 Simply better pricing. Last week was a great opportunity to learn and get better. The result is the objectively simplest and most advisor and client friendly fee schedule in the industry. Thank you all for making us better. 🙏
Today, we’re introducing straightforward pricing that’s better for clients and for advisors. blog.altruist.com/news/fee-sched…
A shift I'm making: Defining my success by being proud of my work. Not by revenue. After years of studying entrepreneurship, I found the best entrepreneurs take care of the work first & the money follows.
Why are @TheFinArtist and I obsessed with creating beautiful brand identities for advisors? Because as much as most people don’t want to admit it, we often judge a book by their cover. Beautiful brand builds trust faster, which equates to helping more people
tomorrow's episode of LifeDesign+ is going to continue the trend of 🔥🔥🔥 conversations. be sure to tap in--I highly recommend subscribing to the podcast or YouTube channel so you don't miss when episodes drop--so you can be inspired by @TheFinArtist's journey from a financial…
“That’s a-me, Mario!” Tune in tomorrow!
tomorrow's episode of LifeDesign+ is going to continue the trend of 🔥🔥🔥 conversations. be sure to tap in--I highly recommend subscribing to the podcast or YouTube channel so you don't miss when episodes drop--so you can be inspired by @TheFinArtist's journey from a financial…
We have a HUGE ANNOUNCEMENT! The fee-only community asked for it, so we made it happen! We are thrilled to announce a monumental milestone for BC Brokerage – we are now officially offering property and casualty insurance across all 50 states! This expansion marks a significant…
I cannot wait to share the latest projects we’ve been working on. Josh and I are on a mission to help advisors show their personality in their business to help them stand out.
Caught Colton's update? No April Fool's here—we're genuinely collaborating on some groundbreaking design projects. Brace yourselves: our bold new branding is about to shake things up. Get ready to be inspired. Coming soon! @thetattooadvisr
What’s cooler than being cool? Industry leading yield for your clients, of course. altruist.com/cash/
Every Spring the birdies would build nest in our wreath. This year they’re extra smart, hiding the nest behind the wreath. Looking forward to the baby chicks hatching and hopefully the neighborhood orange cat leave these eggs alone this time 😆
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