wealthfully.ai @livewealthfully
Ai-enabled platform to help clients make better decisions with meaningful financial outcomes. #advisortech #wealthtech #fintech #ai #WHY wealthfully.ai Atlanta, GA Joined January 2022-
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For many advicers starting out, the need for cash flow can mean onboarding clients that might not fit their long-term vision. In Kitces & Carl, we discuss how with a niche, they can transition out of those first difficult years more easily. bit.ly/3xMk4zn @Manda_Draws
Many advisors are recognizing the impact they have on clients' lives beyond solving financial challenges. Which begs the question: Is there a missed opportunity to market themselves as providing value that transcends goal-based needs? Kitces & Carl Ep133: bit.ly/3wJF7lO
🗓️Tomorrow: How to Build your Internal Succession Plan Who should attend? -RIA owners nearing retirement or seeking to buy out other owners -Future leaders researching how to buy into their firm -RIA owners contemplating internal or external succession us06web.zoom.us/webinar/regist…
This can be a game changer. I would have absolutely used this at my RIA firm, particularly during market volatility. Emails can’t convey empathy like voice. Great product @emilybinder #financialplanning #wealthmanagement
This can be a game changer. I would have absolutely used this at my RIA firm, particularly during market volatility. Emails can’t convey empathy like voice. Great product @emilybinder #financialplanning #wealthmanagement
Enjoyed listening to Financial Planning Live event with Penny Phillips @ThrivosLLC and Carolyn Armitage @HeadofTAN. Penny shared how important it is for advisors to grow their EQ. Carolyn shared how TAN serves advisors that seek success and significance. #EQ #Purpose
Do you help your clients discover their Purpose of Wealth? kitces.com/blog/statement…
Question to #Advicers - for all those who are thinking about pursuing a niche but haven't yet - why NOT? What holds you back?
The "One-Page-Plan" is coming together. Thanks, @behaviorgap, for the email series; it helped develop the foundation and @RightCapitalHQ for the new snapshot feature (it's so valuable). I've got a few more ideas to implement yet.
Help your client fully experience life by creating financial plans that go beyond spreadsheets, cash flow models, & account balances. Discover your client's Purpose of Wealth™ with the help of Wealthfully. Learn more at livewealthfully.com #financialplans #fintech #purpose
Do you want to have a deeper understanding of what motivates your clients' behavior about money? Our software platform uses the psychological process of progressive disclosure to help you understand your clients' deepest motivations. Learn more at livewealthfully.com #fintech
How do you help your clients discover their purpose and live out it through a financial plan that goes beyond the spreadsheet? Wealthfully can help you with that! Schedule a live demo with us today at livewealthfully.com/book-demo #lifepurpose #financialadvisor
What can you choose to do this week to have a greater impact as an advisor and serve your clients better? See how Wealthfully can help you by scheduling a live demo with us at livewealthfully.com/book-demo #lifepurpose #financialadvisor
Defining your client's purpose is the meat of our process. Through our Define My Purpose excercise, the Wealthfully platform will help your clients write the first draft of their purpose statement. Learn more about our exercises at livewealthfully.com #fintech #lifepurpose
Our founder spent 20 years as a financial advisor giving him first-hand experience in knowing what advisors & clients need. The Wealthfully platform was built with the advisor & client in mind to help them prosper on purpose together. Learn more @ livewealthfully.com #fintech
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
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
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.
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
Camille Koppenberg, A.. @ckoppenberg
1K Followers 1K Following 🇵🇭🇺🇸, PNW living, Mom of 2, Wife, Wealth Advisor | She/her | #fintwit | tweets ≠ advice
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
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 🇵🇸
Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
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
Mark McGrath @MarkMcGrathCFP
18K Followers 2K Following I help Canadian physicians treat financial uncertainty. CFP®, CIM®, CLU®. DM's are always open. Meet a PWL advisor ⬇️
Keri I. Pugh CFP®, A.. @KeriIPugh
2K Followers 3K Following Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC https://t.co/R6PQK3nlDl
Riki Cooke, CFP® @RikisRamblings
1K Followers 998 Following 🧳 Traveler. Helping millennial travelers find the balance between vacation and vocation via thoughtful sabbatical planning.
Ann Garcia, CFP® @anngarciacfp
1K Followers 909 Following Ann Garcia, CFP®. Author of How to Pay for College. Fee-only, fiduciary financial advisor. Mom to college-graduated twins. Tweets not advice.
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
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
Greg Sloan, CFP®, CE.. @gregonpurpose
904 Followers 3K Following Purpose Leader | CEO Coach | Fractional CFO | Every company can be a force for good in this world. I help business leaders change the world for the better.
Rosalie @DonnaSchul62923
0 Followers 545 Following
Garatore @GaratoreruF
4 Followers 237 Following
Tislesl @Tislesl139250
0 Followers 377 Following
Situe @SitueS8K1
0 Followers 165 Following
Hotaling Insurance Se.. @HotalingIns
593 Followers 2K Following Full Service Insurance Brokerage Firm with over 20 years of experience providing solutions to individuals, families, businesses, athletes, and entertainers
Cassie Jackson @cassieajack
130 Followers 407 Following Helping firms grow their financial planning revenue @AdvicePay Founder @sufferoutloudmt
InvestNext @invest_next
670 Followers 1K Following Empowering investors to make a meaningful impact within their communities 🏘
BridgeLight @BridgeLight
70 Followers 228 Following Advisory Services offered through BridgeLight Capital,LLC a Registered Investment Advisor
CCybulski, CFP® @cybulski_c
289 Followers 616 Following Former journalist current Financial Planner and CFP® helping business owners and equity compensated folks who need a plan, process, and partner.
Ethan Young, CFP®, C.. @EthanYoung314
438 Followers 1K Following Former Financial Advisor. Now helping small business owners maximize the value of their largest asset. My DMs are always open.
Women in Insurance an.. @wifsnational
1K Followers 524 Following WIFS is a not-for-profit organization exclusively devoted to our mission to #attract #develop #advance women in the insurance and financial services fields.
AI Wealth Talk @aifinadvisor
20 Followers 73 Following Stuart Canzeri - Financial & AI Advisor. Revolutionizing finance knowledge w/ AI strategies and insights. Co-founder AI Wealth Talk
Finology Software @FinologyTech
14K Followers 999 Following Student loan repayment planning tools for advisors.
Sam Nowak @GlobetrotSam
83 Followers 182 Following Husband, Father and World Traveler. Love Politics, Economics and Movies. Capitalism works well with good education and stable families.
Joey Santos-Jones @JoeySantosJones
208 Followers 353 Following Director of Editorial Content for @usa_retirement. Editor of Plan Consultant Magazine. Bad Golfer, Avid Runner and @RedSox Fan.
ChangeTheFutureTM @changefuturepro
82 Followers 159 Following Change the FutureTM programme brought to you by @stevemartincfp and Steve Thomson. The ‘coach the coaches’ programme for financial professionals.
Jaylon Ellison, CFP®.. @jaylonsellison
315 Followers 1K Following Father to Grace and Stewart. Husband to Lauren. CIO of 4P Wealth Trust- Your Future is Today! https://t.co/Z4hX7ucQte #4pwealthtrust #songwriter #amatuermusician #WDE
Kalli Collective @KalliCollective
123 Followers 614 Following Financial Industry marketing for Savvy Advisors. Video, Social Media, Web Design and more. If we don't do it, you don't need it.
Camelot @Camelotconnect
772 Followers 4K Following A network of ex-Senior/C-Suite Execs previously from top companies, mainly insurance, with a goal of helping companies develop their digital strategies !
Dave Pedersen @ Hermo.. @HermosaAdvisors
312 Followers 547 Following Advice-Only Financial Planner helping clients age 40+ navigate "The Complicated Years". MBA. Decent human. CA-Registered RIA. Tweets are not advice
Teresa McAlpine, CDFA.. @TeresaMcAlpine
25 Followers 104 Following #Mom #Volunteer #Caregiver #Wealth Advisor and Certified Divorce Financial Analyst #CDFA Securities offered through LPL Financial, Member SIPC https://t.co/FUnbbmV1e5
Tim @tjambowm
342 Followers 2K Following CFO | Strategic Partner | Capability Building | Maximizing Value Creation | Managing Risk | Communication with Key Stakeholders | Digital Transformation
Gertsema Wealth Advis.. @gertsemawealth
159 Followers 245 Following We empower you to make life's choices on your terms! Wealth advisors in St. Joseph, Missouri. Advisory services offered through CWM, LLC.
RIPSAW® WEALTH TOOLS @ripsawwealth
5K Followers 2K Following Powerful financial tools for everyone! Manage everything as one smart portfolio! Try the app for free! #DIYWealthManagement #ripsaw
Rick Spencer @spencer_rick
179 Followers 813 Following Financial Advisor focused on helping families get max college financial aid; proud Dad of 2 amazing daughters; part time sports reporter
Angelis Prattas, B. C.. @APrattasAdvisor
92 Followers 192 Following On a mission to help Canadians learn more about personal finance and investing. Follow for insights and DM me any questions you may have.
Mike Gertsema @GertsemaM
307 Followers 829 Following Gratefully Blessed Husband, Father, Papa, Business Owner, Financial Advisor, and Dog Lover.
coco knoles @Enzonesh1
91 Followers 504 Following An amazing heart, kindness, caring, outgoing,etc. NEVER JUDGE NO ONE. I LOVE ALL PETS, ESPECIALLY DOGS!
Stoy T Hall, CFP® @Stoy_Hall
1K Followers 2K Following Investopedia Top 100 Financial Advisor Leading Women, Minorities, and LGTBQ - Biz Owners on their Wealth Journey 👇🏽 Click here to grow your wealth!
Pontera @Pontera
858 Followers 666 Following On a mission to help people retire better by enabling financial advisors to securely manage 401(k)s, 403(b)s & more. #RetireBetter
Beast in the Sheets @beastindasheet
108 Followers 1K Following Just looking to brighten your office with some excel humor and tips.
Brian Vinagro, CFP® @BrianVinagro
1K Followers 3K Following Securities & Advisory services offered through LPL Financial, Member FINRA/SIPC, https://t.co/Ewb0ZEwlcR and https://t.co/0ZqgzC0sI8
David Millar @ICC_Easy_RIA
32 Followers 103 Following We help financial professional create registered investment advisers. We also provide continuing compliance consulting after formation.
Robert Gill | Wealth .. @robgill_epic
2K Followers 654 Following ⚡️Daily Tweets about Mindset, Money & Personal Growth 🥇 I Help Individuals Create Wealth, Mitigate Risk + Protect Assets 📈Founder of EPIC Financial Strategies
Tech Message @techmessageco
6K Followers 6K Following Trending messages on the moments that matter most in Tech.
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
B Fields @_BradyFields
319 Followers 165 Following
Rob Kimble - Ameripri.. @RobertJKimble
394 Followers 1K Following Associate Financial Advisor, FORTIFY Private Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Discl: https://t.co/x0U3aIN2ZS
Mitchell Freedman @mitchpfs
3K Followers 3K Following Wealth mgmnt, tax & fincl advice & portfolio mgmnt 4 performing & creative artists, retirees, widows & widowers, execs & those with complex fincl & tax issues
Evalesco @evalescoadvice
2K Followers 3K Following Healthy Wealthy Happy® Evalesco is a Corp Auth Rep 325313 Aust. Advice Network AFS Licence 472901 Corp Credit Rep 465092 Centrepoint Alliance Lending ACL 377711
FinTech4Funds @FinTech4Funds
94 Followers 175 Following FinTech4Funds provides FinTech Intelligence, Consulting, Advisory, Market research & FinTech Project Management and Implementation for Funds/Buy-Side clients.
Luca May Trades @luca_trades
324 Followers 2K Following Architect 📐 | Trader (Stock & Crypto Market) 📊 | I am my own revolution | #BTC | #BNB
Marriage4Life @marriage4lifein
1K Followers 3K Following Husband & Wife of 37yrs. Transforming Marriages & Couples One Day at A Time. Resources, Conferences, Workshops, Coaching Services, Marriage Retreats #blacklove
Cristiano Palma - Cab.. @CristianoCabrio
257 Followers 5K Following Fundador e CEO de Um Grupo de Empresas @NewTabernacleIs @NewTabernacleFI @NTabernacleITec
investor.com @investor_com
398 Followers 1K Following https://t.co/PxtyNygAiQ is a website that aims to serve Americans as a trusted resource for all things personal finance.
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
Thomas Kopelman 💵 @TKopelman
26K Followers 629 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.
Carl Richards @behaviorgap
54K Followers 711 Following Pay attention to money and your relationship with it will change.
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 💕
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 988 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!
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
MichaelKitces @MichaelKitces
86K Followers 484 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
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
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.
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
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
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
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
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.
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
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
Douglas A. Boneparth @dougboneparth
270K Followers 624 Following President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: https://t.co/CNtZzhgQMu
Milton Hamer III @milkdudBR
136 Followers 828 Following Grateful father to Vivian & Augustus. Loving husband to Erica.
Vishwajeetsinh Shinde @Vishwajitsinh23
20 Followers 387 Following 2nd Gen in Personal Financial Planning Business | Father with 25+yrs experience| Making people's dreams come true
Angelis Prattas, B. C.. @APrattasAdvisor
92 Followers 192 Following On a mission to help Canadians learn more about personal finance and investing. Follow for insights and DM me any questions you may have.
Finology Software @FinologyTech
14K Followers 999 Following Student loan repayment planning tools for advisors.
AI Wealth Talk @aifinadvisor
20 Followers 73 Following Stuart Canzeri - Financial & AI Advisor. Revolutionizing finance knowledge w/ AI strategies and insights. Co-founder AI Wealth Talk
InvestNext @invest_next
670 Followers 1K Following Empowering investors to make a meaningful impact within their communities 🏘
Cassie Jackson @cassieajack
130 Followers 407 Following Helping firms grow their financial planning revenue @AdvicePay Founder @sufferoutloudmt
Ethan Young, CFP®, C.. @EthanYoung314
438 Followers 1K Following Former Financial Advisor. Now helping small business owners maximize the value of their largest asset. My DMs are always open.
CCybulski, CFP® @cybulski_c
289 Followers 616 Following Former journalist current Financial Planner and CFP® helping business owners and equity compensated folks who need a plan, process, and partner.
Women in Insurance an.. @wifsnational
1K Followers 524 Following WIFS is a not-for-profit organization exclusively devoted to our mission to #attract #develop #advance women in the insurance and financial services fields.
Joey Santos-Jones @JoeySantosJones
208 Followers 353 Following Director of Editorial Content for @usa_retirement. Editor of Plan Consultant Magazine. Bad Golfer, Avid Runner and @RedSox Fan.
Wasatch Capital Advis.. @WasatchA
2K Followers 2K Following Build a relationship with a fiduciary, "Fee Only Financial Advisor." As your business & life change, we will help you make wise business & financial choices.
Tim @tjambowm
342 Followers 2K Following CFO | Strategic Partner | Capability Building | Maximizing Value Creation | Managing Risk | Communication with Key Stakeholders | Digital Transformation
RIPSAW® WEALTH TOOLS @ripsawwealth
5K Followers 2K Following Powerful financial tools for everyone! Manage everything as one smart portfolio! Try the app for free! #DIYWealthManagement #ripsaw
DeVoe & Company @DeVoeCo
1K Followers 450 Following DeVoe & Company provides consulting, M&A and valuation services to wealth managers.
Cristiano Palma - Cab.. @CristianoCabrio
257 Followers 5K Following Fundador e CEO de Um Grupo de Empresas @NewTabernacleIs @NewTabernacleFI @NTabernacleITec
Mike Troxell @miketroxell_
508 Followers 236 Following Advisor & CPA for the Tech community - Dad x4 - Top 100 Advisor by @Investopedia
Pontera @Pontera
858 Followers 666 Following On a mission to help people retire better by enabling financial advisors to securely manage 401(k)s, 403(b)s & more. #RetireBetter
Robert Gill | Wealth .. @robgill_epic
2K Followers 654 Following ⚡️Daily Tweets about Mindset, Money & Personal Growth 🥇 I Help Individuals Create Wealth, Mitigate Risk + Protect Assets 📈Founder of EPIC Financial Strategies
Tech Message @techmessageco
6K Followers 6K Following Trending messages on the moments that matter most in Tech.
Kristen Luke @KristenLuke
4K Followers 956 Following I help financial advisors position themselves as an expert in a niche, making it easy for them to stand out from the competition and attract ideal clients.
Rob Kimble - Ameripri.. @RobertJKimble
394 Followers 1K Following Associate Financial Advisor, FORTIFY Private Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Discl: https://t.co/x0U3aIN2ZS
FinTech4Funds @FinTech4Funds
94 Followers 175 Following FinTech4Funds provides FinTech Intelligence, Consulting, Advisory, Market research & FinTech Project Management and Implementation for Funds/Buy-Side clients.
investor.com @investor_com
398 Followers 1K Following https://t.co/PxtyNygAiQ is a website that aims to serve Americans as a trusted resource for all things personal finance.
Mike Brown @MikeBrownCU80
124 Followers 205 Following Mike is an experienced financial services executive. Managing Partner of Journey Strategic Wealth, a Registered Investment Advisor.
Digital Financial Pla.. @JohnnyDriscoll8
248 Followers 630 Following Tweets about things that support IFA firms adding a digital advice channel to their existing business. John.driscoll@https://t.co/qWtM88xqAE https://t.co/qWtM88fPc4
Kathleen (Kat) Reynol.. @MKatReynolds
272 Followers 2K Following RT≠Endorsement..🎶"Talk to me..I talk back..let's talk $ I talk that."🎶 If = science I already ❤️ it.
Whitney Massey @whitneycmassey
1K Followers 1K Following Wealth Advisor | Certified 401(k) Professional | Securities offered through LPL Financial Member FINRA/SIPC.
Advisor Legacy @advisor_legacy
58 Followers 66 Following Advisor Legacy helps Financial Advisors through every stage of succession planning, from the first step through the transition of ownership.
APBOE @APBOExchange
235 Followers 595 Following A marketplace for financial advisors to buy and sell wealth management practices.
Artis Trade Invest @ArtisTradeInv
2K Followers 2K Following An alternative investment opportunity providing uncorrelated returns by investing in global trade finance transactions.
Jason Evans, CFP® @Jason_A_Evans
1K Followers 332 Following Helping Canadians 50+ create secure retirement income. Advice-only Financial Planner. Tweets and threads about personal finance.
Matt Kress @mattkress
2K Followers 523 Following Helping businesses grow using innovative technologies like AI combined with proven processes.
Andrew Gray, CFP®, C.. @AndrewGrayCFP
145 Followers 404 Following Gray Wealth Strategies is a fiduciary, flat-fee only wealth management firm offering retirement planning and investment solutions for pre-retirees and retirees.
Jän Paul Ostendorf @jpostendorf
475 Followers 1K Following Husband, Jesus Follower, Author, Inventor, Entrepreneur, & Brand Strategist
K Frost, CFP® @Koryfrost
447 Followers 2K Following University of Michigan graduate. Director of Planning & Strategy for an RIA. My opinions are my own.
myStockOptions.com @StockCompGuru
1K Followers 65 Following Leading online resource on stock comp, from basics to taxes to financial planning. We make complex stock comp topics easy to understand (maybe even fun).
WealthStack (Part of .. @wealth__stack
2K Followers 157 Following A new era of advice: where wealth management & wealthtech converge.
PRST @LifesPRST
184 Followers 200 Following Pronounced "Pursuit"...helping connect spirit, mind, body, & money in the PRST of your authentic life. Built on passion by @Jus10castelli
Brett Rice @BrettRice
818 Followers 2K Following Financial Advisor (not financial advice) weekend couch fixture, social media addict. Securities offered through LPL Financial, Member SIPC https://t.co/L1023qjsum.
Jeffrey Kopelman @JeffKopelman
115 Followers 99 Following
Altruist @altruist
4K Followers 111 Following The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPC
Priebe Wealth @PriebeWealth
85 Followers 46 Following Committed to developing client relationships that are built on respect. Securities offered through LPL Financial, Member SIPC, https://t.co/UGI3thHFy9
Michael Collins @MikeCollins_ASA
36 Followers 12 Following Wealth Manager located in Dallas, Texas at American Strategic Advisors. Securities offered through LPL Financial, Member FINRA/SIPC, https://t.co/17C89y5LIt and https://t.co/ByaEosHXVh
Casey Griesemer, CEPA @Tallcaseyg
101 Followers 86 Following Exit Planning Advisor | 10+ yrs Consulting with Business Owners and Retirees Securities offered through LPL Financial, Member SIPC https://t.co/1Z3ZEKAznF
FSB Wealth Group @FSBWealthgroup
72 Followers 12 Following Securities offered through LPL Financial Member FINRA/SIPC https://t.co/PD4YC2D7u9, https://t.co/Fkl84P0STq Not insured by FDIC Not Bank Guaranteed, May lose value, Not Bank deposits
Maheras Wealth Manage.. @MaherasWealth
51 Followers 11 Following Securities offered through LPL Financial, Member FINRA/SIPC https://t.co/Ewb0ZEwlcR and https://t.co/ByaEosHXVhFor many advicers starting out, the need for cash flow can mean onboarding clients that might not fit their long-term vision. In Kitces & Carl, we discuss how with a niche, they can transition out of those first difficult years more easily. bit.ly/3xMk4zn @Manda_Draws
Attention all #AdvisorTech startups - #AdviceTech competition is now taking applications to get to show your stuff for free to nearly 1,000 attendees at the #XYPNLIVE national conference! "AdviceTech Competition Application Process Is Open" live.xyplanningnetwork.com/advice-tech-co…
Many advisors are recognizing the impact they have on clients' lives beyond solving financial challenges. Which begs the question: Is there a missed opportunity to market themselves as providing value that transcends goal-based needs? Kitces & Carl Ep133: bit.ly/3wJF7lO
In a discovery meeting, advicers have a short period of time to gain a deeper understanding about the prospect. @MeghaanL shares reflection questions that can be used to help prospects identify the actions they can take to make progress toward their goals. bit.ly/3wxnsh7
How do advisors solve nonfinancial issues? Is it even their job to solve nonfinancial issues? "Hope & Cope" is a method to understand grief (and other emotions that advisors might also run into) Read more: sps.columbia.edu/news/hope-cope
The last 18 months have been intense. Neither good nor bad….just intense. Graduate school, 2 certifications, a new business, growing an existing business….intense!! 🧵⬇️
🗓️Tomorrow: How to Build your Internal Succession Plan Who should attend? -RIA owners nearing retirement or seeking to buy out other owners -Future leaders researching how to buy into their firm -RIA owners contemplating internal or external succession us06web.zoom.us/webinar/regist…
This can be a game changer. I would have absolutely used this at my RIA firm, particularly during market volatility. Emails can’t convey empathy like voice. Great product @emilybinder #financialplanning #wealthmanagement
@acmejla @MichaelKitces @behaviorgap Here is what we use at Lifeworks.
@lindseyyoung_qw @FPTransitions I've been making the case that this is how it would play out for a long time now. For most advisors it's MORE profitable to just keep going until you're ready to sell, and then do so, than it is to hire and train a successor!
@MichaelKitces I think I’m still “young” and plan to be an advisor for a long time; 30+ years. Tech helps me direct more time toward client relationship and less admin. With the right team, I think we can serve more clients collectively, at a high level, than I can on my own.
A big wave of advisors approaches retirement, & industry struggles to bring in more young people, talent shortage is increasing concerns about succession planning. End result will simply be a wave of M&A in 10 years? "Is the RIA M&A Feeding Frenzy Over?" riaintel.com/article/2b1nbu…
If you’ve got food on your table today, and there’s more than enough for everyone, that’s something to be thankful for. One out of ten people in this country don’t have that luxury. #Thanksgiving
Tomorrow, I'm sending a newsletter to 1,500+ advisors around the world. It's the best insights you'll find on mastering the human side of advice. If there's an email with a bigger impact on your clients and your practice, we're doing something wrong. This month includes ⬇️
The best financial advisors deliver: •Peace of mind •Hope •Clarity The average financial advisors provide: •Financial plans •Portfolios •White glove service
Behavior, psychology and emotions are at the core of top-notch financial advice. Not things to be overcome.
Unpopular Opinion | I am not a fan of shaming people for not voting. At some point, they lost hope in the system. It might be a better strategy to connect, listen, and consider in what ways you might be a part of their hope journey.
I have no desire to tell people what to do with your money. It's yours. I will however help you think through the consequences of your actions and present options that could be more favorable. It's your choice at the end of the day, own it.
It's been a crazy 7-year ride that even saw me interview @garyvee in Armenia and Las Vegas. Even the legendary @WilliamShatner dropped by. But today I have officially reached my 2,000th interview. I could not have done any of it without your support. Thank you so much x
I don't desire influence or a huge following. Quiet and simple work very well for me.
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