Natalie O’Dell @natalieodellPR
Account Executive, @StreetCred_PR | @Penn_State Alum linkedin.com/in/nodell Joined September 2022-
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🔥We’re back with another of PRess Play!🔥 Industry luminary @brunz99 joins hosts @elenaspeaking and @jimmymoock to share the winding story of his career and to explore how the complex landscape of financial media has evolved over time. open.spotify.com/episode/1IuHZA…
🌴NEWS: CONFERENCE🌴 @FutureProof_HQ announces its most ambitious event venture yet — Future Proof Citywide! 🎉 The event will take place on March 16-19, 2025, in Miami Beach, and marks the largest wealth and asset management event in the world. businesswire.com/news/home/2024…
🤝NEWS: PARTNERSHIP🤝 @CapIntel announces its strategic partnership with Desjardins Financial Security Investments, empowering nearly 1,400 independent advisors with the tools and resources necessary to deliver superior interactions to their clients. businesswire.com/news/home/2024…
🗞️🎉 We are over the moon to announce that @StreetCred_PR has officially welcomed @robfarmersf to our leadership team as senior vice president! Rob comes to us from Charles Schwab, bringing over 20 years of #finserv communications experience to this role. businesswire.com/news/home/2024…
✨NEWS: ENHANCED OFFERING✨ @Summit_Finan has announced enhancements to its open-architecture private markets offering, supporting advisors with a suite of high-net-worth services. businesswire.com/news/home/2024…
🤝NEWS: PARTNERSHIP🤝 @ConquestPlanInc has announced a partnership with Desjardins Financial Security Investments, making Conquest's intuitively designed financial planning platform available to nearly 1,400 independent advisors. businesswire.com/news/home/2024…
🤝NEWS: PARTNERSHIP🤝 @CapIntel has announced a renewed five-year partnership with @IGWealthMgmt. With this renewal, IG and CapIntel can build upon their strong foundation and continue improving the advisor and client experience. businesswire.com/news/home/2024…
Taco tuesssssdddaaayyyy But here are my peeps over at @StreetCred_PR They’re pretty dope
Is spring time officially yacht season? 🛥️ Tap into this fun-filled conversation where @jimmymoock and @elenaspeaking speak to Tim White of @WeAreWealth about yachts, estate planning, fintech and so much more! 🎧⬇️ open.spotify.com/episode/1mEvKQ…
Last chance to score big savings on your pass for Future Proof Festival! Beat the buzzer and get your ticket before prices increase at midnight tonight. Apply now: bit.ly/49sWd4S
In @wealth_mgmt's latest The Word on WealthTech @F2_Strategy's @dougofritz shares his views on the most important news from last month in wealthtech, featuring @orionwealthtech's recent survey and F2's recent acquisition of SKY Marketing Consultants.🔥🗞️wealthmanagement.com/technology/wor…
At last year’s Future Proof Festival, @justinlmack from @finplan caught up with our Chief Revenue Officer, Brad Joudrie, to talk about Conquest and our expansion in the U.S. to provide more people access to a personalized financial plan. @FutureProofAC financial-planning.com/news/brad-joud…
🌟As Women's History Month comes to a close, we remind ourselves that women’s stories matter all year round. In that spirit, we’d like to spotlight all of the incredible women who have joined @elenaspeaking and @jimmymoock on PRess Play: The @StreetCred_PR Podcast. ✨ Thank…
Step into a brand-new era of wealth management with Avantax! President Todd Mackay is redefining the game, focusing on building relationships and creating connections. Learn more about our approach today! hubs.la/Q02qM_H90
👒Hats off to Kylee Beach on being named Legal Officer of the Year by @wealth_report's Pathfinder Awards – Top Women Industry Leaders Of 2024! Find out more about how Kylee has been making an impact at @orionwealthtech for years. 🎉⬇️ wealthsolutionsreport.com/2024/03/26/wsr… #WSRPathfinders
👑 We’re proud to share our General Counsel Kylee Beach has been named a top women leader in the industry by @wealth_report! To empower others and increase the number of women in wealth management, Kylee encourages mentorship and supporting other women: bit.ly/4aybQJv
🗞️🌟ICYMI: "Wealthtech @orionwealthtech will give clients access to alternative investments through a partnership with @CAISgroup," reports @DavidBodamer for @wealth_mgmt. wealthmanagement.com/technology/ori…
Connect with 900+ #financialadvisors at #OrionAscent? Done! ✅ Don't miss CEO Natalie Wolfsen's chat with @manganaro_news of @ThinkAdvisor about how we’re positioning our users to be successful with 2 of our latest tools: Estate Planning & #PulseCheck: bit.ly/3VsL019
Can we go back to #OrionAscent? Our own @redtailtech chatted with @wealth_report about highlights from last week, including: 💙AI & BeFi 📈 Post Trade Compliance 🏡 Estate Planning 🤖 Wealthtech Survey Results Read the full story: bit.ly/3Ttu9bI #OrionAscent
🌟 CEO Natalie Wolfsen highlighted how our core values shape Orion in her #OrionAscent keynote. “We all need to be focused on excellence, because if not, we’re letting you down in front of your clients.” Read the story by @sambojarski of @CitywireRIA: bit.ly/3PqtnuN
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80K Followers 1K Following News, analysis, insights and data for financial advisorsWe are pleased to welcome Michael Molnar, a Wall Street veteran who has spent the past four years with @Avantax_Wealth, as Head of Corporate Development. cetera.com/press-room/cet…
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✨ Special shoutouts in this episode go out to @suzsiracuse, @jimpavia, @ShannonRosic, @acketyack, @investmentnews, @wealth_mgmt, @Wealth__Edge and more! ✨ P.S. You can also listen to the episode here on Apple Podcasts: podcasts.apple.com/us/podcast/fro…
🔥We’re back with another of PRess Play!🔥 Industry luminary @brunz99 joins hosts @elenaspeaking and @jimmymoock to share the winding story of his career and to explore how the complex landscape of financial media has evolved over time. open.spotify.com/episode/1IuHZA…
Felt the need to come here and say I am so grateful for my teammates at @StreetCred_PR. Had several calls with colleagues today that reminded me of just how much stronger we are because we lean into each other's strengths and row the boat together. Dream team, for real. ✨💗⛵
CEO Natalie Wolfsen has been named among @barronsadvisor's Most Influential Women in Wealth Management in 2024! This recognition speaks volumes about her commitment, expertise, and industry leadership. Read on for the full list here | bit.ly/3W5oVGa
🎧 Listen to this episode of RIA Stories with @sjaycoulter as he sits down with Jason Gordo of Modern Wealth Management to discuss the firm in depth and what advisory firms can expect when joining. youtube.com/watch?v=cD6CKg… @finadvisortv
We are thrilled to announce the official launch partners of Future Proof Citywide! Future Proof Citywide will take place in Miami Beach from March 16-19, 2025 and is set to be the broadest and most significant wealth and asset management event in the world. Please visit…
🎧 Tap into this episode of the NextGen Planners TechStack Podcast with host @Adam_Nextgen and guest @ChrisShuba of @heliosdriven! They discuss how Helios uses #AI to create investment portfolios, the benefits it can offer financial planners & more! 💡 open.spotify.com/episode/2bereQ…
Future Proof Plans New 'Citywide' Event in Miami Beach dlvr.it/T5yZmJ
Advisor Circle rebrands, announces Future Proof Miami event. citywire.com/ria/news/advis…
🗞️💥 @indurskyjake at @CitywireRIA reports on @FutureProof_HQ's rebrand and the announcement of Future Proof Citywide, the 'SXSW of finance', that will be held on March 16-19, 2025 on the shores of Miami's South Beach. citywire.com/ria/news/advis…
🌴@MattMiddleton__ @RitholtzWealth @Downtown & the rest of the @FutureProof_HQ team have done it again!! Can't imagine a better way to spend my birthday next year! 😍
🌴NEWS: CONFERENCE🌴 @FutureProof_HQ announces its most ambitious event venture yet — Future Proof Citywide! 🎉 The event will take place on March 16-19, 2025, in Miami Beach, and marks the largest wealth and asset management event in the world. businesswire.com/news/home/2024…
🌟 Orion has been included as an Excellence Awardee for the Wealthtech Provider of the Year category of InvestmentNews' 2024 Awards! This recognition underscores our dedication to innovation and excellence in the wealth management industry. bit.ly/4aLTnJX
"With Future Proof Citywide, we're breaking down the walls to unite the entire investment management ecosystem – allocators, wealth managers, fund managers, fintechs, financial services providers, and more." - @MattMiddleton__ of @FutureProof_HQ 🌴🎉 businesswire.com/news/home/2024…
🌴NEWS: CONFERENCE🌴 @FutureProof_HQ announces its most ambitious event venture yet — Future Proof Citywide! 🎉 The event will take place on March 16-19, 2025, in Miami Beach, and marks the largest wealth and asset management event in the world. businesswire.com/news/home/2024…
Today's a big day! We are excited to announce that we have changed our corporate name from Advisor Circle to Future Proof. Read more about it in the press release below! businesswire.com/news/home/2024…
💡 If you're not communicating to the prospects in your funnel on a regular basis, then you're not staying top of mind. Christa Spencer of @MercerAdvisors on @SnappyKraken's webinar on The Growth Secrets of Billion Dollar RIAs. 🚀
Today is 6 months since my husband passed Before he died, my husband wrote our 3 young kids a letter This letter was one final gift-a guide for our family. Everyone who has read it said a version of the same thing Reading this letter has changed them my-grey-matters.com/grey-blog/on8a…