Julie Littlechild @jlittlechild
Empowering advisors to effortlessly connect, at a deeper level, with prospects and clients, to drive personalized engagement at scale and referrals. absoluteengagement.com Joined April 2009-
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This week’s Engagement by Design looks at planning for caregiving responsibilities, emerging marketing channels and digital mindfulness. From Beverly Flaxington, Catharine Frick, and @digitalsanity. Read it here: buff.ly/3xULvHu Sign up here: buff.ly/3Dltn6v
On May 9th at 4 pm EDT, I’ll moderate a discussion with @AAltfest and Randy Holcombe, CFP®, CDFA®, to examine how AI is not only reshaping how advisors work with clients but saving hundreds of hours in the process. Secure your spot here: buff.ly/3xUyWvW
Love the work you are doing @MeghaanL!
This week’s Engagement by Design looks at emotionally preparing for retirement, brand awareness and the power of rituals. From @401krealtalk, @neilpatel and @HBSWK. Read it here: buff.ly/4aPutZx Sign up to get our newsletter here: buff.ly/3Dltn6v
ICYMI: Why measuring client self-confidence is the best indicator of risk and can also support a differentiated experience. buff.ly/3xvsxqt
How can you move your experience from ‘good’ to ‘extraordinary’? Learn the proven tactics that three progressive RIAs are using to deliver and scale a personalized experience! Register now: buff.ly/4atcAQ6
Measuring self-confidence provides advisors with more meaningful insights to take action and drive engagement. Learn more: buff.ly/3xvsxqt
This week’s Engagement by Design looks at helping aging clients, intentionally designing your culture and the power of schedule building. From Nick Kochanski, @DuranMoney, and @nireyal. Read this week’s edition here: buff.ly/4aFTw15 Sign up here: buff.ly/3Dltn6v
You can’t manage risk through a rearview mirror. Satisfaction is about the past; self-confidence is about the future. buff.ly/3xvsxqt
The best webinars are all about action! And that’s exactly what we’re doing by sharing specific ideas on how to create and scale a consistent and meaningful experience for prospects and clients. Secure your spot now: buff.ly/4atcAQ6
Thank you so much @craigiskowitz! We appreciate the support and guidance!
Thank you so much @craigiskowitz! We appreciate the support and guidance!
Thrilled and grateful to be identified in the 2024 #WealthTech100 list as one of the world's most innovative tech companies. This recognition means a lot to our team – it’s like fuel to keep us driving toward our mission to help advisors drive growth. buff.ly/2P1zd5A
Today I make the case for measuring ‘self-confidence’ as a better way to manage risk, differentiate the experience and uncover opportunities to engage: buff.ly/3J62FEc
We all know the value of referrals and introductions but are often left wondering… exactly what should I do or say? My friend, @Bill_Cates, has a new book out, The Language of Referrals, that answers the question. buff.ly/49i6ZuJ
This week’s Engagement by Design looks at the women’s health gap, using emotions in marketing, and flexible thinking. From Jerilyn Klein, Meghan Busch and @DrAliceBoyes. Read this week’s edition here: buff.ly/3vubwfW Sign up here: buff.ly/3Dltn6v
How can you scale a truly differentiated experience? We’re going straight to the source to find the answers! Join my discussion with Joe Martin, Lindsey Williams, and Travis Rychnovsky on April 17 at 2 pm ET. Secure your spot here: buff.ly/4atcAQ6
Creating a culture that empowers your team to ‘surprise and delight’ clients is a critical CX strategy. But we also need to focus on scale. That means implementing a consistently engaging experience that is punctuated by moments of surprise and delight. buff.ly/4a7fRou
This week’s Engagement by Design looks at engaged clients, video marketing and taboo topics. From @jbrendanfrazier, @Entrepreneur, and @HBSWK. Read this week’s edition here: buff.ly/4a2EvGM To sign up to get our newsletter, click here: buff.ly/3Dltn6v
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
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
Stephanie Bogan @Steph_Bogan
3K Followers 406 Following Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer
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
Alan Smith @AlanJLSmith
13K Followers 3K Following Founder @capital_tweets. Wealth Management for Entrepreneurs. | Storyteller | Truth Seeker | Podcast 🎧 👉 https://t.co/37Nc455ubz 🏴☠️
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
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Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
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.
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
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
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Jason Pereira @jasonpereira
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Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
Asset-Map @AssetMapLLC
3K Followers 5K Following The financial picture that’s worth a thousand decisions.
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
Tyrone V. Ross Jr. @TR401
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ArleneSchwenk @ArleneSchw79340
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Scarlett @scarlet1020445
186 Followers 123 Following Sassy, classy ,and a bit smart -asst✌️ 👩🏼💻puppy lover 🐶#travel✈️✈️✈️#swimming#diving#hiking #golf ⛳️
Corey Westphal, CEO a.. @mobileassistCEO
141 Followers 1K Following Leading the team at Mobile Assistant to bring innovation to the dictation game for financial advisors and the organizations supporting them.
Joe Horton 🐂 @joehorton75
157 Followers 539 Following NYC ➡️ Frisco, TX / Merril Lynch Wealth Management @ The Star in Frisco / Not Financial or Investment Advice / fanatic #NYGiants
Geoff Wells @geoffawells
76 Followers 379 Following Husband. Father. Financial Advisor. FINA World Championships Masters. 2x🥇 3x🥈
Tosin Osunsanya @Tosin02110
82 Followers 756 Following Optimist, Entrepreneur, FinTech Evangelist. Over two decades of entrepreneurship experience in the FinTech...
Archive Intel @aiArchiveIntel
34 Followers 160 Following Your AI Digital Compliance Assistant. Simplified archiving of emails, text messages, social media, and websites. #compliance #ecomms #regtech #surveillance
Leave My Business Wel.. @LeaveMyBusiness
34 Followers 341 Following Business Builder, you've built something great, and we can help you leave it well!
GregPlechnerCFP @GregPlechnerCFP
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Marcello Sobrinho @marcellojsob
42 Followers 164 Following I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in retirement.
Frank Legan @franklegan
209 Followers 724 Following Frank Legan is Partner and Financial Advisor, using The Humanity Factor (TM)to craft personalized financial plans that suit your individual needs.
RikaTillsammans @rikatillsammans
11K Followers 228 Following Guldkorn för dig som är intresserad av en bättre privatekonomi, ett evidensbaserat sparande 💰 och rikedom i livet bortom pengar ❤️. Finns som podcast & forum.
Joseph Bish @JosephBishIWI
1 Followers 23 Following Communications Manager at Investments & Wealth Institute
Joy @jbcaliallday
58 Followers 155 Following
Seth Ward @sw1024
39 Followers 472 Following
Plootus @WearePlootus
688 Followers 2K Following Plootus simplifies retirement planning for an average individual without paying exorbitant fees. Available through Apple and Android app stores.
Eric Wasson @wasson67
68 Followers 177 Following Securities offered through LPL Financial, Member SIPC https://t.co/w2N558joZg.
wealthmoose @wealthmoose
1K Followers 5K Following 📊 Tweets on Market News, Money, Housing , Mortgages and Canadian Politics.
James Owens @jrowens0819
29 Followers 29 Following
Alexa Brascetta @BrascettaAlexa
45 Followers 83 Following
Michael Baum @MikeBaumSays
772 Followers 732 Following Boston sports fan | UConn Alum | Financial Advisor
C @BrownChapman
9 Followers 273 Following
Brent Richardson @altruafinancial
3K Followers 1K Following Certified Financial Planner (CFP®) and Principal Mortgage Broker providing market insight, mortgage rate strategy and tips. FSRA 13005
Steve Wolf @steveMwolf
339 Followers 1K Following
Ryan Miller @millhouseculax
97 Followers 811 Following A follower of Jesus Christ, a husband to my amazing wife, a proud dad of two wonderful boys....loving life!
Hal Coghill, CLTC AIF.. @hal_coghill
99 Followers 204 Following Relationship Mgr/ Financial Planner Encouraging people to think more critically about and take positive steps to achieving their dreams, goals, and aspirations.
John Arndt @JohnArn73073998
198 Followers 475 Following
Sean Howard @SHowardWedbush
95 Followers 316 Following 20+ years of experience provides my clients the knowledge and insight they need to pursue their financial goals.
Jocelyn @Kalishi510792
320 Followers 5K Following See the world on the road, and get to know yourself on the way!
Joe Anthony ~ Financi.. @joeanthony
3K Followers 4K Following President @GregoryFCA helping finserv brands grow their marketplace visibility through PR, digital marketing, social media, savvy content, etc.
Phil Telpner @PTelp
831 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.
NinaMar @NinaMar15316738
6 Followers 27 Following Passionate crypto enthusiast embracing the power of blockchain technology. NFT aficionado and DeFi explorer, building a decentralized future. Let's trade on Eth
Cecilia Tavares ❤�.. @Cecilia64728603
7 Followers 28 Following
Lindsey Gabriel @Lindsey61580340
8 Followers 25 Following Digital disruptor navigating the exciting realms of blockchain and crypto. Trading guru by day, NFT enthusiast by night. Unleashing the power of decentralizatio
Qool Quote @QoolQuote
146 Followers 487 Following QUO•TA•TION - A Better Way of Saying Things. 💡Quotes that are "Short + In Your Face + Daily" 💯#relatablequotes #dailyquotes #positivevibes
SherryK @SherryK02132580
8 Followers 17 Following Fueled by passion for blockchain and Ethereum, navigating the crypto cosmos as a builder, explorer, and token enthusiast. Join me on this decentralized journey!
idxshares @idxsharesETFs
99 Followers 83 Following At IDX, quantitative research drives transparent, systematic ETF strategies that seek to provide better risk-adjusted investment exposures.
Jordan Priddy, CFP®,.. @JPriddyPlanning
40 Followers 141 Following Associate Wealth Advisor | lifetime student of the financial planning profession | Gen Z CFP® | @KStateIPFP alumni | all posts/opinions are my own
Donovan Lee @DonovanLee0823
0 Followers 5 Following
Cait @Cda4bCait
0 Followers 840 Following
Nicholas Platt @henwoodcourt
928 Followers 372 Following MD, Chartered & Certified Financial Planner at multi-award winning @henwood_court and author of #retireability...Love to learn and 🚴⚽️🏉🏌🏻♂️🏏Walsall FC Fan
Alina F. @alizig
461 Followers 2K Following Founder, Contessa Capital Advisors llc. //helping Gen X single women and solo moms with their finances//fee-only//🐥 don’t 🟰 advice
RB @user02242092
111 Followers 460 Following
meggie @marinermeggie
34 Followers 129 Following
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
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.
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
Stephanie Bogan @Steph_Bogan
3K Followers 406 Following Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer
Alan Smith @AlanJLSmith
13K Followers 3K Following Founder @capital_tweets. Wealth Management for Entrepreneurs. | Storyteller | Truth Seeker | Podcast 🎧 👉 https://t.co/37Nc455ubz 🏴☠️
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
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
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.
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
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
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
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Asset-Map @AssetMapLLC
3K Followers 5K Following The financial picture that’s worth a thousand decisions.
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
Diana Cabrices @dianacabrices
2K Followers 1K Following fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemos
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Impact Communications @ImpactMarComPR
188 Followers 410 Following Building brands and enhancing reputations in the financial services industry since 1993
Scott Van Voorhis @sbvanvoorhis
2K Followers 4K Following Reporter in Greater Boston for three decades. I put out a newsletter, Contrarian Boston, that covers local politics, development, and everything in between.
Alexandra Zendrian @azendrian
1K Followers 3K Following Editor-in-Chief, Hospitality News. PR and writing hands to several. Comments my own; RTs not endorsements.
Proactive Advisor Mag.. @ProAdvisorMag
927 Followers 871 Following Active investment management's weekly magazine for fee-based advisors.
Rob Burgess @robaburg
918 Followers 1K Following 31-time award-winning journalist | Technology Reporter @wealth_mgmt
Sam G Huszczo, CFA, C.. @SGHWealthMgmt
7K Followers 1K Following Founder / Investment Advisor at SGH Wealth Management | 📍Detroit📍 | Opinions my own | Connect with me on LinkedIn: https://t.co/KYG6tfYb2u
Ben Henry-Moreland @bhenrymoreland
240 Followers 225 Following As seen at https://t.co/Y749aqPUTs and Freelance Financial Planning (@freelancefinpln). I tweet about some work stuff but I'm mostly here to avoid work.
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 🇵🇸
Natalie O’Dell @natalieodellPR
112 Followers 207 Following Account Executive, @StreetCred_PR | @Penn_State Alum
Nir Eyal @nireyal
104K Followers 315 Following Behavior and habit design to help you maximize your potential #1 Bestselling Author · Investor · Speaker
Derek Notman @DerekNHNotman
1K Followers 3K Following Fixing our ❤️ with #Money @ Couplr AI | Loving Husband | REBL Dad | Dadpreneur | Dislike Ties | Love Flip Flops | Immigrant | ❤️🌎 Travel | @Delta Million Miler
Dani Fava @ENVDani
2K Followers 184 Following Seeking Financial Wellness for Everyone. And 90's rap battles from anyone. https://t.co/y1XMY4vR4P
Mrs. Lynch-James (MLJ.. @yrdsbbcss
1K Followers 967 Following Proud Principal - Bill Crothers SS | Life Long Learner | Former @AthleticsCanada Track & Field Team Member | @RiceUniversity All American Alumni
Mac Gardner, CFP® @MacGardner_CFP
1K Followers 3K Following Award winning Founder & CEO at #FinLitTech | Creator of @4MoneyBears @MotivateYourMNY. Executive Director at @MNY_Fraternity
Meghaan Lurtz, Ph.D. @MeghaanL
1K Followers 98 Following Professor of Practice at Kansas State, Senior Research Associate at https://t.co/X5SADbJzfl, Founding Strategic Advisor at Couplr, Lecturer at Columbia University
Henry Zelikovsky @Softlab360CEO
103 Followers 254 Following CEO of Softlab360, offering software product engineering and deep domain expertise.
Ross Marino, CFP®, C.. @Ross__Marino
3K Followers 2K Following Shift: Human-First Financial Guidance| CEO of @advisor2x | Podcaster/YouTuber | Financial Planner | Social Entrepreneur | Tweets not investment advice
Clare O'Hara @OHaraClare
3K Followers 948 Following Financial reporter for the Globe and Mail, crafter, traveler and mother to the sweetest lil boys.
VettaFi @Vetta_Fi
39K Followers 2K Following VettaFi is a provider of indexing, data & analytics, industry leading conferences, and digital distribution services to ETF issuers and fund managers.
StreetCred PR @StreetCred_PR
1K Followers 753 Following Financial Services meets Credibility Marketing. #PR is a contact sport - raise your communications game by adding our talents to your team and play to win.
Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
Asset-Map Leadership @asset_map
711 Followers 336 Following Visualize the facts. Discuss what matters.
Philipp Hecker @PhilippHecker
193 Followers 214 Following Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.
Alex Banks @thealexbanks
150K Followers 130 Following Building a better future with AI. @sundaysignal_
Dr. Preston D. Cherry.. @DrPrestonCherry
2K Followers 2K Following Founder @ConcurrentFP. Help affluent GenX build wealth to achieve financial freedom. @CNBC Advisor Council. Top 100 Advisor by @Investopedia. Tweets ≠ advice.
Liv Gagnon 🎵 @LIVgagnon
1K Followers 914 Following Co-founder @hellochoir | Committed to putting underrepresented Voices on conference stages | PR & Brand specialist for mission-driven co's
David Benskin @david_benskin
106 Followers 102 Following Founder and CEO of Wealth Access (@ASmarterLook)
WealthVoice @WealthVoiceAI
327 Followers 327 Following Your hands-free homepage & mini-podcast. Team bios, hot topics, & podcast scripts. Get your day back w/easy voice marketing. https://t.co/reyfS7lsDk
Shirl Penney @shirl_penney
570 Followers 1K Following Living the American Dream! Father (proud Girl Dad x2), Husband, Founder of Dynasty Financial Partners (@DynastyFP), owner of Team Penney Racing.
David Edey @DavidEEdey
250 Followers 618 Following I support families who want a sense of security knowing their affairs are in order. Award-winning author and Speaker. CEA and Senior advisor at TWMG
EOS Worldwide @EOSWorldwide
6K Followers 4K Following The Entrepreneurial Operating System® combines timeless business principles with powerful tools to help entrepreneurs get what they want from their businesses.
YCharts @ycharts
38K Followers 7K Following Enabling smarter investment decisions & better client communications. Email: [email protected] Free trial: https://t.co/2GGVDn72Fm #YCharts
David DeCelle @DavidDecelle
194 Followers 423 Following
Dr Efi Pylarinou @efipm
24K Followers 10K Following Top Global Fintech & Tech Influencer • Trusted by Finserv & Tech Global • Content & Influencer Services • Advisory for Digital Transformation • Speaking
Katie Johnson @katie_ficomm
54 Followers 111 Following President @FicommPartners | New Skool Advocate | Intentional People Leader | Winging Motherhood | Globetrotter | Barre3 Enthusiast | Outdoorsy
Joy Lere @joylerepsyd
2K Followers 211 Following Clinical Psychologist | Co-Founder @ShapingWealth | Finding Joy - https://t.co/Fd5XAc1OdG
Amelie Morweiser @nocodegirl
156 Followers 207 Following It was either OnlyFans or #nocode . Let‘s see if I made the right decision.
Jonny Swift @JonnySwiftIC
455 Followers 1K Following PR & Marketing pro in financial services industry. VP & Director of Social/Digital @ImpactMarComPR. Dad, husband, KC native, globetrotter, music lover/musician.
Carolyn Armitage CFP�.. @Values_Matter_
1K Followers 5K Following Serial builder of RIAs; Lifelong learner #wealthmanagement
F2Strategy @F2_Strategy
389 Followers 403 Following Experienced partner to transform your wealth management technology.
Moira Somers @advicesticks
541 Followers 38 Following Author; financial psychologist; keynote speaker; executive coach #advicethatsticks
knudge @Knudge
395 Followers 239 Following The only software solution for financial planners that is specifically focused on managing their client’s action list.
Rachel Kishore 👩�.. @empoweredrachel
2K Followers 1K Following Psalm 136:25 🕊️ | Founder @empowerdeconomy 👩🏼🍳 | Venture Associate @joinrepublic 💸 | Top 100 Female Future Leader @YahooFinance✨ | Women & food 🍽️
Jay Veale @Jay_PFI
122 Followers 368 Following Intuitive Infrastructure + Cohesive Culture + Alleviating Advisor Time = Profitability @pfiadvisors
David Wood @_focusceo
70 Followers 18 Following After building the world's largest coaching business, David now coaches high performing business owners to double revenue, by focusing on less.
@jlittlechild Thanks to @jlittlechild for the research and insights. If you like content like this, do two things: 1) Follow @jlittlechild 2) Check out my newsletter where I write about stuff like this every month. You can join here: wiredplanning.com
"The light that burns twice as bright burns half as long.” Nothing is permanent. Nothing lasts forever. I’m just so grateful we got to have you for as long as we did.
RT @jlittlechild We know that online meetings are here to stay. While productive, they carry new challenges, from screen fatigue to technical issues and distractions. @DanSolin looks at how you can improve engagement during your online meetings. buff.ly/49EipKK
It's my Twitter bar mitzvah. L'chaim? #MyXAnniversary
@jlittlechild We agree 100% with Derek. AI will enable advisory firms and their businesses, but it will not be a replacement for all of the reasons Derek points out.
RT @jlittlechild As with all new technology, many advisors are suspicious of AI and how it will impact their businesses. Derek Cavanaugh reflects on why the fear is unfounded. buff.ly/49Eio9E
Happy Thanksgiving from the Portnoys!
@jlittlechild @TheRudinGroup Always appreciate both your industry insights. Thank you!
Here are your clients' top 13 concerns. Good news...you don't have to know and manage all 13. It's 13 different versions of the same question. The #1 question on every client's mind: "Am I going to be okay?" (H/T: @jlittlechild, @iw_inst)
I’m so grateful to you @samanthajoallen & @CarsonGroupLLC for inviting me to share what has been an incredible journey. Thank you for the honor to share the #ExcellRepresent stage with these amazing women @TerisShepherd @suzsiracuse @lazettabraxton @FrancisFinance @SavvyLadies
I cannot overstate the impact of this presentation ✨ trust what your heart is telling you and manifest what you deserve! Thank you @tinacpowell for sharing and inspiring us all at #ExcellRepresent
So honored to receive the Industry Transformer Award at #ExcellRepresent last night! Sometimes I have to pinch myself to remind myself this is real life. #WomenInWealthManagementAwards
Snappy Kraken: Funny Name, Serious Business barrons.com/advisor/articl… Thank you for the coverage, @barronsadvisor
🙌 Thank you for the shoutout! There's so much that AI can do to allow advisors to focus on more productive activities that can help grow their business. 📈
It’s everywhere! The team at @_white_glove looks at how AI can help you boost your marketing efforts and better connect with prospects and leads. buff.ly/45Hh1nm
@SamanthaTwenty We love you and are thinking of you and your kids all the time @samanthajoallen our love package is on its way @kdubs_waltrich @MeghanRichter @intention_ly ❤️❤️❤️
I miss your smile and laugh and the way your humor made everything seem lighter Most of all, I miss the security of knowing we had a whole lifetime together. I just miss you. my-grey-matters.com/grey-blog/on8a…
Kindness requires bravery. Niceness does not. "A kind person will tell us what holds us back, even when it’s uncomfortable. A nice person avoids giving us critical feedback because they’re worried about hurting our feelings." A Tiny Thought in the @farnamstreet weekly…
Son's Jewish fraternity had its Israeli flag stolen in a drive-by with the riders screaming free Palestine. Fine. The frat just went and put up another flag. Around it goes. As if we've ever given up.
We all tend to put things off - we say we're too busy to go on the trip or make the phone call. We say we'll start the business or write the book when things calm down. This is your sign. Stop putting off till tomorrow - because tomorrow is not guaranteed. ❤️ We miss you so Ry
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