Kendra Wright @kendrarockslife
💻 Owner of marketing agency in finance @rebel_agency 🎤 TEDx Speaker 🤩 Experience collector 🚐 RV’d 48 states 👊🏻 850+ comfort zone challenges #YearOfFear heykendra.com Austin, TX Joined February 2009-
Tweets9K
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Likes4K
While I love a great website, if real and qualified prospects aren't visiting your site... You don't have a website problem... you have a traffic problem. And no amount of design will fix that issue.
While I love a great website, if real and qualified prospects aren't visiting your site... You don't have a website problem... you have a traffic problem. And no amount of design will fix that issue.
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We all need this reminder ⤵ What can happen vs. what will happen are two wildly different outcomes Grateful to get to learn more about investor fears & how advisors can lead clients with confidence at last week. Thanks for letting me tag along @behaviorgap to @dimensional for…
Marketing doesn’t have silver bullets, it’s small thoughtful changes that compound overtime. AND If you find a silver bullet, it rarely lasts long. 💯 All advisors winning with digital marketing are patient, consistent, and stack small wins. I wish it were sexier than that…
Marketing doesn’t have silver bullets, it’s small thoughtful changes that compound overtime. AND If you find a silver bullet, it rarely lasts long. 💯 All advisors winning with digital marketing are patient, consistent, and stack small wins. I wish it were sexier than that…
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.
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
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
treyton.com 🍞 @treytondotcom
3K Followers 987 Following my book & blog → https://t.co/iHhx0AFEff // creative resources (for advisors) → https://t.co/KCVLS25jxo
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
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 🇵🇸
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
Jay Clouse @jayclouse
47K Followers 4K Following Founder of Creator Science – studying creators, running experiments, and sharing what I learn. 59,000+ readers and counting!
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
Elliott Appel @ElliottMAppel
2K Followers 1K Following Founder and Financial Planner, Kindness Financial Planning. Tweets not advice. https://t.co/Xk1RcH2hSf
Aravind Sithamparapil.. @AravindSitham
3K Followers 816 Following Associate at Ironwood Wealth Management specializing in Midwives & Young Professionals in career/life transition. Tweets are not advice. He/Him
Adam Cmejla, CFP® @acmejla
2K Followers 3K Following Financial planner. #Aviation geek. Helping #optometrists plan life on purpose. @investmentnews 40 under 40. Tweets🙅♂️advice. Podcast:https://t.co/PyXVMa74nV
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
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.
Jude Boudreaux CFP® @HJudeBoudreaux
9K Followers 4K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Michael Policar @MikePolicarNGP
5K Followers 638 Following A fiduciary with a passion to educate. You control money, or money controls you. Tweets not financial advice.
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Dan Haylett @danhaylett
2K Followers 2K Following 🏴☠️ Helping retirement rebels craft their amazing second lives |🎙Host of The Humans vs Retirement Podcast | Retirement Coach
Jessica Goedtel, CFP�.. @JessicaGoedtel
2K Followers 757 Following Financial Planning for Sex Workers & Tech Workers. Founder of Pavilion Financial Planning. Cohost @fleecevests Chiefest of Calamities 🐉🔥tweets = not 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
Tracy Greenfield @TBGreenfield
4 Followers 137 Following
Sasha @fontanella90sas
160 Followers 3K Following
Bob Woropay @BWoropay
4 Followers 43 Following
Chris Oland @Chris_Oland
233 Followers 763 Following Here to talk cash flow & tax planning strategies for #BusinessOwners as well as a little #Baseball! / Founder (Harmony Wealth Advisors) / Partner @PreserveEats
Alex Mercer @alex_morgan_m
12K Followers 9K Following Senior Marketing Lead @ Snap Projections 🦄 Navy wife ⚓️ Tweets are my own 🤓
Evon Mendrin, CFP®, .. @EvonMendrin
783 Followers 2K Following Founder | Lead Advisor at Optometry Wealth Advisors LLC. Financial Guide to ODs! 👀👨⚕️👩⚕️💸. 🎙Host of The Optometry Money Podcast. Tweets ≠ Advice.
Ellison Pennewill @EPennewill
25 Followers 577 Following
John Giovanis @johngiovanis
39 Followers 3K Following
Sio @SioKelleher1
8 Followers 805 Following
Kirsten Ly @kirstenly
1K Followers 5K Following Marketer | GIF enthusiast | Sleep-deprived mom of 3, running on fumes & coffee | Opinions and sarcasm my own.
Thriller @UsMabel63977
0 Followers 162 Following Happy he who learns to bear what he cannot change #FITNESS #TRAVEL #FASHION #ART #SKIING
Miray M @MirayM45863915
26 Followers 450 Following
Cameron Brown @Cameron04536867
110 Followers 860 Following
David Dedman @DavidADedman
1K Followers 461 Following Financial advice for medical sales reps on the path to financial freedom. | ChFC®, AWMA® | Host of All Things Money - https://t.co/6acqn3xQuF | BBN
Venkat @BeginFinancial
50 Followers 100 Following
DeDe Jones @financialfuture
240 Followers 1K Following
Pearl @ppearlman
54K Followers 1K Following I help people get healthy for life. Founder: Pearl Institute https://t.co/gfPFAtbHiT
Rachel Williams @RachelWill31128
70 Followers 3K Following
Christopher Leone @Chris_Leone5
1K Followers 1K Following
The Penn Valente Grou.. @PennValenteTeam
123 Followers 630 Following The Penn Valente Group is a private wealth management practice at Baird, helping people across the country to enhance their legacy through wealth management.
Thomas Elms CFP®, SE.. @ThomasElmsPFG
50 Followers 66 Following Advisor to Athletes / Agents / Entertainers / Young Professionals Securities offered through LPL Financial, Member SIPC, https://t.co/XBi6o51S6R
Rajesh Thakkar @GrowthpalRajesh
239 Followers 380 Following Wealth creator | Investor | Compounding believer | SEBI registered PMS Distributor | Charts - Tweets are not buying Advice. Just for Education purpose
Pennyworthcap @pennyworthcap
2 Followers 134 Following
Steele Roddick @SteeleRoddick
196 Followers 912 Following Critical Thinker. Creative Writer. Subscribe to my Sunday morning newsletter for thoughts on life, meaning and the pursuit of purpose.
Justin Pritchard, CFP.. @PFBasics
485 Followers 986 Following Fee-only CFP® practitioner (also @ApproachFP). Retirement planning enthusiast.
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Jared Machen, CFP® @jaredmachen
864 Followers 571 Following COO @ Brownlee Wealth Management | ⛰️ Northwest Arkansan 🚴♂️ | Tweets 🚫 Advice
〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
Daniel Kopp, MA, MS, .. @danielmkopp
879 Followers 1K Following Founder, Wise Stewardship Financial Planning • #FeeOnlyCFP helping servicemembers & young widows • Veteran • Widower • Husband • Father • Writer/Speaker
WingGirl Trader @ Tpl.. @WingGirlTrader
61K Followers 17K Following Trader, Investor, Marketer. Part of the Digital Branding Agency team at https://t.co/O4ve2oOJCi
WatchGuard Tax Servic.. @WatchGuardTax
2K Followers 2K Following Administrative tax representation. Enrolled Agents on staff. None of our posts are a solicitation for legal services. Results may vary. Phone: (877) 585-8012
Dylan Eckes @coacheckes
97 Followers 217 Following Faith - Family - Fitness - Finances; Business Consultant and Financial Services Professional
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
Paula Harris, FBPS™ @PaulaHarris
2K Followers 3K Following Empowering widows with their financial future | 📗 Author: Rise Up: A Widow's Journal & Rise Up: A Grief Journal | Discovering fly 🎣 | Handwritten 💌
Peter Hoffmann @PeterEHoffmann
182 Followers 697 Following
Mitlin Financial Inc�.. @MitlinFinancial
2K Followers 4K Following • Founder and Wealth Advisor @Lawrence_Sprung, CFP® • Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor •
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 💕
Derek Hagen @_derekhagen_
479 Followers 409 Following I blend money, meaning, and mindfulness to support financial health and happiness...using drawings!
Snarky CFP® @MJNewfield
1K Followers 582 Following Collaborating to eliminate money worries during your life's journey. https://t.co/6Re2ADBnif https://t.co/GWat61lBaQ
Nick Scheibner, CFP®.. @NickScheibner
209 Followers 360 Following Founder of Supportive Financial, LLC | Fiduciary Financial Planner for New Jersey based Widows, Special Needs Families, and those who have lost a parent
Comedianmattrife @CRifeMatthe
124 Followers 4K Following back up page 💯 standup comedian/Actor/person. MTV, NBC, stage ,insta : MattRife Tour update 👇
Gabriel Gallante @RocklineWealth
322 Followers 1K Following Securities offered through LPL Financial, Member SIPC https://t.co/eC3WiU8wZb
Luis Vargas @Eng_con_luismi
54 Followers 929 Following 27. Bilingual. B2B Growth Marketing. Connect. Language Mentor.
Justin Welsh @thejustinwelsh
484K Followers 939 Following Building my one-person business to $10M in revenue and sharing everything I learn along the way at https://t.co/27OAdtwjh5
Dickie Bush 🚢 @dickiebush
387K Followers 556 Following I talk about the skills, beliefs, and businesses I’m building | Helped 10,000+ start writing at https://t.co/t2IzOoW1mW | Former @blackrock trader turned writer
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.
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
Ramit Sethi @ramit
289K Followers 756 Following Host of @netflix "How to Get Rich" & the I Will Teach You To Be Rich podcast. Get my new money insights every Saturday 👉🏾 https://t.co/4ICLQHXj8x
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
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.
Peter Mallouk @PeterMallouk
43K Followers 377 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author
treyton.com 🍞 @treytondotcom
3K Followers 987 Following my book & blog → https://t.co/iHhx0AFEff // creative resources (for advisors) → https://t.co/KCVLS25jxo
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.
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
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 🇵🇸
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
Meg Bartelt, CFP®, R.. @MegBartelt
4K Followers 102 Following Financial planner. I help early/mid career women in tech build wealth through IPOs...and then protect and use that wealth once you "retire."
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Jay Clouse @jayclouse
47K Followers 4K Following Founder of Creator Science – studying creators, running experiments, and sharing what I learn. 59,000+ readers and counting!
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
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
Elliott Appel @ElliottMAppel
2K Followers 1K Following Founder and Financial Planner, Kindness Financial Planning. Tweets not advice. https://t.co/Xk1RcH2hSf
Karen Coyne, CFP® @karencoyne
2K Followers 1K Following Financial advisor, podcast host of MONEY WITHOUT MATH, advocate for women in #finserv https://t.co/cxpX2s3pDo
Devin McCombs, CFP®,.. @NxtGenPlanning
391 Followers 241 Following Financial Planner for those without Financial Planners, helping Young Professionals build and create wealth. Tweets ≠ advice.
Dan Shipper 📧 @danshipper
46K Followers 2K Following co-founder / ceo @every | | how to think, create, and relate with @ChatGPTapp
Jeff Felten 📫 @HeyJeffFelten
6K Followers 446 Following I help founders get (and keep) more customers w/ email marketing • +$290k generated for clients since 2023 • 5+ years copywriting
Jake Thomas @jthomas__
27K Followers 332 Following Helping you write better YouTube titles using psychology | Weekly newsletter at https://t.co/jyeFG9lUmf
Dan Haylett @danhaylett
2K Followers 2K Following 🏴☠️ Helping retirement rebels craft their amazing second lives |🎙Host of The Humans vs Retirement Podcast | Retirement Coach
Sarah Newcomb, PhD @finance_therapy
3K Followers 589 Following Behavioral scientist, consumer advocate, financial educator, author, speaker, & financial empowerment coach
Ian McKenna @ianmckennaftrc
3K Followers 2K Following Winner UK #LifeInsurance Leader of the year 2022 #FinTech #Futurist, #WealthTech analyst influencer. Ex Spurs Fan, rock music & musical lover esp Rent
Juan Leon @singularity7x
3K Followers 1K Following Research @BitwiseInvest | Innovation Optimist | Sociopolitical Realist | Creative Proponent | Equity Advocate
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
Jordan Hutchison @TheHutchJ
342 Followers 2K Following be curious. be grateful. find flow. writing, teaching, and building. tech, financial planning, and human behavior | host of Game Film w/ Dr. J 💰🧠🏀 #flow
Heather Fortner @HeatherRFortner
185 Followers 136 Following
Dan Egan @daniel_egan
15K Followers 1K Following Behavioral science & design. Mobile app engineer. Dog whisperer. Speaker for the 🦕. My opinions only.
Sidney R. Divine, CFP.. @SuccessfulSid
1K Followers 454 Following Founder of @wealth_divine ; 2019 @investmentnews 40 under 40; 2020 @investopedia Top 100 Most Influential Financial Advisor
Zach Conway @ZachConwaySeeds
33 Followers 40 Following Dad | Founder & CEO @SeedsInvestor🌱| Managing Director @ConwayWealth
Nancy Bleeke @SalesProInsider
7K Followers 455 Following Equip relationship-driven financial pros who never wanted to be "in sales" adopt an ethical, collaborative, and genuine approach to grow biz and revenue.
Brianna Blaney @briannablaney
795 Followers 1K Following Eliminating financial barriers at @hellopocketed | Making businesses human at @EnvolStrategies | Creating impact at https://t.co/ddyzRuXdnr | #30under30
Dr. Brandy Baxter, AF.. @brandys2cents4u
169 Followers 185 Following Speaker | Coach | Veteran| Financial Futurist Think of me as a bridge builder, connecting companies with the knowledge and tools to navigate future uncertainty.
Carolyn Moor @CarolynCMoor
2K Followers 2K Following Girl Mom, TEDx, Author, Founder @ModernWidowClub Pioneering a bridge of resilience to strengthen & empower an epic gen of #widow #mentors #leaders #advocates
Diana Gisel Yáñez, .. @DianaGisel_Y
603 Followers 458 Following I help women of color entrepreneurs create systems for their money to become a supportive foundation for themselves, their loved ones, and their communities.
Neil Bage @neilbage
2K Followers 920 Following Applied Neuroscience and Behavioural Science • Financial Services • Co-Founder at @shapingwealth • Keynote speaker
Megan Kopka @MKopkaFinance
21 Followers 13 Following CFP® & RLP® · Widow & Advocate Passionate serving widows and caregivers with financial life planning! https://t.co/R3teSQMpWG
Kathi Balasek @kathi_balasek
440 Followers 690 Following Speaker/Consultant/Asst. Prof. Empathy & Grief Informed Professional! I teach grief literacy communication to people. FIND me on LinkedIn Kathi Balasek
Susan Bradley | Sudde.. @SuddenMoney
2K Followers 819 Following Founder of The Sudden Money® Institute. We specialize in training Financial Advisors and other professionals in Financial Transitions Planning. #suddenmoney
Dr. Sarah Asebedo, CF.. @sarah_d_asebedo
188 Followers 146 Following Associate Professor/School Director at Texas Tech University | Researcher, Educator, Speaker, Editor
Snarky CFP® @MJNewfield
1K Followers 582 Following Collaborating to eliminate money worries during your life's journey. https://t.co/6Re2ADBnif https://t.co/GWat61lBaQ
Pearl @ppearlman
54K Followers 1K Following I help people get healthy for life. Founder: Pearl Institute https://t.co/gfPFAtbHiT
Arlene Donley Moss (s.. @ArleneDMoss
2K Followers 1K Following Coach of fee-for-service planners. Skier, cyclist, hiker. - Transparency - Honesty - Integrity - Supportive #RideYourOwnRide #THISmovement
Derek Hagen @_derekhagen_
479 Followers 409 Following I blend money, meaning, and mindfulness to support financial health and happiness...using drawings!
Sheryl O'Connor @SherylO06959593
252 Followers 610 Following Executive Leader Retirement Specialist | 2022 Wealthies Finalist | 2021 Luminaries | 2020 Inspiring FinTech Female Founder | Female Founders in #FinTech
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 💕
Deirdre Van Nest @DeirdreVanNest
845 Followers 308 Following Founder Crazy Good Talks| Keynote Speaker & Story Strategist | Giving Financial Professionals & Entrepreneurs Tools to Make an Emotional Impact on Ideal Clients
Carol Lee Roberts, CF.. @CLeeRoberts
29 Followers 36 Following President of @InstituteDFA | #CFP | #CDFA
Shaun Erickson CFP® @Shaun_SPP
397 Followers 264 Following Project Management for your Financial Life. Chief Planning Officer at @spcfo. Co-Founder @knudge. #XYPlanning
Dr. MaryBell Carlson @MaryBellConsult
478 Followers 246 Following 💲Financial behavior expert 📣 Speaker, podcaster, & educator 🤝Consultant 👨👩👧👧 Wife & mother 👩⚕️Diabetes mom & warrior
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
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.
Kristy Archuleta @KristyArchuleta
575 Followers 502 Following Professor at University of Georgia, Mom, Therapist, Author, Speaker, Editor, & Farm Girl at Heart
Amy N. Mullen, CFP® @amynmullen
793 Followers 525 Following President of Money Quotient, Inc. Speaker/Trainer/Consultant to Financial Planners on integrating values-based approach to financial planning.
Sarah Stanley Fallaw @sarahfallaw
3K Followers 3K Following Psychologist & president of @datapts. Co-author of The Next Millionaire Next Door. Continuing @thomasjstanley's research on wealth.
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
Nick Huber @sweatystartup
365K Followers 3K Following Sold a service company for 7 figures. Now a self storage operator with 1.9 million square feet and 44 employees. I send a weekly email to 240K people. Athens GA
Redtail Technology @RedtailCRM
6K Followers 1K Following Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail
Torie Happe @TorieHappe
2K Followers 803 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Brian McLaughlin @redtailtech
3K Followers 2K Following President of @OrionWealthTech, Former CEO at @RedtailCRM
Sidney Snyder @SidLSnyder
112 Followers 159 Following Digital and Social Media Specialist in the #fintech and #advisory space 👑👑👑 - helping brands tell their story one tweet at a time 📲
Alex Lynn @alexdoespr
71 Followers 138 Following communicating to win 👩🏻💻 forever an athlete 🏐⛳️ 19 countries and counting ✈️
Had SUCH a blast this week @IARFCAssoc’s 40th Celebration & Conference! I love speaking about online reviews, but even better? When the entire audience wants to raise their hand & share their results! ⭐️ So proud of @wealthtender & the impact we make on FA marketing! 📈
@kendrarockslife @TaylorSchulte Yeahhhhhh!!!
“It’s not easy to just go make more money” Agreed But if you stopped spending hours upon hours a week hating on people on social media you could probably grow your income
One old guy, two young guys. Torrey Pines. IYKYK. @DefineFinancial @MikePolicarNGP FYI, the back tee is next to that tower. 621 yards. The t we are on is 520…. And that’s one big ravine to our left. That the pros have to carry…
My buddy @noahkagan moved his YouTube studio to a different room, this is the V1 getting it setup, can’t wait to see progress and final result! Seeing bts of studios is fun
🔩Loose Screws (this post may be the sign you’ve been waiting for) Meet the Wynns—a couple in their early 40’s who have spent the past decade sailing the world while working remote jobs to make ends meet. The Wynns aren’t filthy rich retirees, they’re normal people who simply…
I’m PUMPED for tomorrow. I get the opportunity to keynote the UGA Financial Planning Celebration. I’ve been pondering all week: “What message do I want to leave with a group of graduates as they enter the profession?” Let’s hear some ideas! 👇🏽
Don’t reply to that email you just got! (Not yet.) Replying immediately trains people to expect an immediate response from you. And each time you reply to an email there’s a good chance you’ll get another email back in return to your response. So the more frequently you…
My 15 year old son described my job as “drinking coffee and deleting emails” And he’s right. 😏
I used to be very anti-working with friends on business things. I had tried it in the past and it never, ever worked out well. Over the last year my stance on that has changed quite a bit, I now do think it’s possible and can be awesome… but only under specific conditions: 1.…
@kendrarockslife @TaylorSchulte Congrats to you both!
Now, that’s a business card!!! #retirement
Freelancers & consultants: A proposal or SOW defines expectations. Be as clear as possible. _What do the deliverables include? _How many rounds of revisions? _What are the client's responsibilities? In this realm, it's better to include too much than too little.
Today, I wanted to quit. But I didn't. And I won't. We all have those days. Here are two things I can always count on to center me.
Ending a great conference with a great experience en familia 🥰 The gardens at the Biltmore estate are incredible!
Think "free bonuses" are only relevant for info-products? Think again. Just ordered Chinese food and the owner threw in a free side dish.
I collect personal finance info the way some people collect trading cards. Here are a couple of charts/graphs/whatevers that I find myself sharing with clients again and again
Enjoy the journey, for the journey is life.
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