Scott Frank @scott_r_frank
Husband. Father. CFP®. Surfer. Teacher. I guide clients to their own financial answers. Tweets aren't advice. stonestepsfinancial.com Encinitas, CA Joined February 2015-
Tweets8K
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Followers2K
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Following930
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Likes12K
Thank you @jus10castelli for having me on LifeDesign+! I always enjoy our conversations.
Thank you @jus10castelli for having me on LifeDesign+! I always enjoy our conversations.
Thank you for another great trip @SouthwestAir The boys loved Park City
Morning meditation It’s counterintuitive and also so true. When you tie thoughts to feeling … suffering isn’t far behind.
Morning Meditation I believe it all starts with inner listening. Uncoupling thoughts and feelings so you can really listen to others. What do you think?
Thanks @SouthwestAir for always taking great care of us when we travel. We forgot to buy our youngest his ticket to Salt Lake … your team helped us feel like it was no big deal and he’s none the wiser.
Morning Meditation Such a wonderful reminder as we head into the weekend with those we love.
Do you want your clients to FOLLOW THROUGH with their financial plans? Learn what you can do to help them in my upcoming AMA. I hope to see you there ... your clients do too! Direct registration link: lnkd.in/gV4EvbAW
So much wisdom in the five remembrances. The more we accept them and are at peace with them … the more present life becomes IMO. What do you think?
If you want to deepen your active listening this year ... this is the AMA for you!
If you want to deepen your active listening this year ... this is the AMA for you!
FREE AMA! Want to become a better advisor, partner, & parent? Life planning practitioner @scott_r_frank answers your questions about The Seven Stages of Money Maturity® Training & how it's help him as a financial planner. Friday, Feb 16 11am PST / 2pm EST kinderinstitute.arlo.co/us/register?sg…
If you aren’t on Tim’s Sunday newsletter … you’re missing out. Read below and be sure to join.
If you aren’t on Tim’s Sunday newsletter … you’re missing out. Read below and be sure to join.
Afternoon meditation A wonderful reminder in what is to be a polarizing year. 🐘🫏
Morning Meditation Such a simple and yet profound quote.
Sadly no waves again … but a beautiful moon set and sunrise
Morning surf session in Hana,HI … sadly no waves 🌊 The moon is setting over the mountain in the west as the sun rises in the east.
Morning Meditation When is the last time you really stopped and just breathed?
My grandma left us this week. So grateful I got to be with her in her final days. If you want to learn about a lady with spunk …. Read on … arnmortuary.com/obituary/MaryJ…
Absolute gems in this episode 💎💎 Keep it up @behaviorgap @JOHNNYSWIM - thank you for sharing your life with us. May your life be filled with contentment and freedom! podcasts.apple.com/us/podcast/50-…
Thomas Kopelman 💵 @TKopelman
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Carl Richards @behaviorgap
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Jeff "The Buckinghamm.. @CPAPlanner
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Cody Garrett, CFP®�.. @MeasureTwiceMNY
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Brendan Frazier @jbrendanfrazier
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Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Samantha Russell 👩.. @SamanthaTwenty
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Travis Gatzemeier, CF.. @T_Gatzemeier
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justincastelli @jus10castelli
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SurgiFi @FiSurgi
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Douglas A. Boneparth @dougboneparth
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Jeremy Walter @jeremywalter
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Zach Ashburn @zachary_ashburn
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Tyrone V. Ross Jr. @TR401
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Michael Policar @MikePolicarNGP
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Brian Portnoy @brianportnoy
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Valerie Rivera, CFP®.. @1GenWealth
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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
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.
Colton Etherton, CFP�.. @thetattooadvisr
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Ellen @TammyNeal323184
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PTA *****JIM @mvil69024
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Brad Gotto, RICP® @B_Gotto
112 Followers 246 Following Father, founder, financial advisor. Jesus wasn’t into politics or hate. Tweets ≠ financial advice.
The Masked Advisor @ShushStreet
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Balance Wealth Bob, C.. @BalanceWlthBob
378 Followers 562 Following Father, Avid Sports Fan, Founder & CEO of Balance Wealth. Believer that all people are good. 💪Tweets are not advice👌
Irena Surratt @iren_surra
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Matheus Smith @hipnozegames
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Sendayst @sendayst15055
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Ryan @RyanR_Nelson
62 Followers 103 Following I help experience-focused families with equity compensation live life now without sacrificing their financial future | Founder @ RLN Wealth | Tweets≠Advice
Laura T. Craig @lauracraiig
1K Followers 315 Following RealEstateLuxuryAdvisor🏡 PrincipeRealSpecialist👑FashionAddicted🛍️ Traveler✈️
Brandon Adkins @badkins21
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Alex Ring @alex_ring_x
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Matt Zeigler @CultishCreative
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Stan Vick @stan_vick
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Kian @slhzdh
146 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Cathy Curtis @cathy__curtis
457 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
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Jake @jake_sandomeno
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Tinashe Masara @MasaraTinashe
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Thomas Kopelman 💵 @TKopelman
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Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
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
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
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
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
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
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
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
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
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
Jeremy Walter @jeremywalter
5K Followers 367 Following Family guy and financial advisor exploring the intersection of money and values. Curious about Enough. Most tweets are self reminders. Simul justus et peccator.
Zach Ashburn @zachary_ashburn
2K Followers 766 Following Tax and Investment Planning for Consultants and fCxOs CFP® Professional and IRS Enrolled Agent Tweets≠advice
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
Ramp Capital @RampCapitalLLC
345K Followers 620 Following Master shape rotator (+0m followers on TikTok, never been acquired, not a parody)
Ben Carlson @awealthofcs
255K Followers 715 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
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.
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
Valerie Rivera, CFP®.. @1GenWealth
3K Followers 2K Following CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
Trung Phan @TrungTPhan
699K Followers 4K Following Write on business with @workweekinc. Co-host @niapodcast. Building an AI research app: https://t.co/fZ5ObIyBGI
Sora Finance @SoraFinanceUS
266 Followers 16 Following AI-driven debt financing platform (consumer and small business) empowering advisors and their clients with the best market rates and holistic debt management.
Spencer Barber @spencertbarber
6K Followers 644 Following I have previously developed real estate in Utah, but now I'm developing a project in Costa Rica. Father of 4. Subscribe for weekly project insights 👇
Mark Cecchini, CFP® @markcecchini
5K Followers 698 Following 11 yrs serving HNW/UHNW clients & building RIA firms⬩Principal Advisor @Compound⬩Instructor Tax & Ethics @UCLA PFP⬩Tweets ≠ Advice⬩Views are my own 👨🏻💻 💵
Liam Gill @LawyerLiam
5K Followers 357 Following I help founders raise capital and grow strategically. Ex: VC-Backed Founder and Lawyer USPs: Wrote master thesis studying 700+ VC decisions & worked for @jason
Tyler Purcell - Laund.. @TylerPurcell24
5K Followers 559 Following Sharing insights while building a $1B wealth management firm and a $100M laundromat biz │ COO, Kiplinger Wealth Advisors │ Co-founder of The Laundry Spot.
Southwest Airlines @SouthwestAir
2.1M Followers 0 Following We run on #SouthwestHeart. Follow for more on the best Employees and Customers in the world. Book flights, explore careers, & get in touch at the link below.
Will Steiner @BigWillieStein
680 Followers 1K Following Head of Content @Altruist | Creator of https://t.co/U5VamaelfU and https://t.co/mEcZhFc50o
Broc Buckles @Broc_Buckles
1K Followers 2K Following Co-Founder | BC Brokerage | Insurance for Fee-Only Financial Planners | Fee-only advocate | Scuba Diver | Podcaster | We're making insurance suck less.
Emir Han @RealEmirHan
197K Followers 4K Following Movie discussions at its best. A film addict. In love with cinema.
Preston Holland 🛩�.. @prestonholland6
12K Followers 1K Following I help people buy and finance airplanes. CCO at FLYING Finance @flyingmagazine sign up for my weekly newsletter where I’ll teach you how to fly private
Jeremiah Baba Pagano,.. @BabaPaganoEsq
1K Followers 1K Following New Yorker 🏙 living in San Diego ☀️🌴| General Counsel in the financial services industry | ΣΦΕ | All tweets are my own. #aspire2retire
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
Annie Agar @AnnieAgar
551K Followers 2K Following content creator. NFL correspondent at @stadium. I like putting teams in uncomfortable meetings 🏈 for inquiries: [email protected]
Jon Stewart @jonstewart
1.7M Followers 2 Following
Jack Hopkins @thejackhopkins
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Jeff Thomas, Host of .. @InvMasterminds
313 Followers 1K Following Creator and Host of the Investment Masterminds web-series featuring talent from across the financial services industry and beyond.
Found @foundforbiz
1K Followers 53 Following Discover how simple business banking can be. 💳 Custom business debit card. 💰 Tax savings account. 📄 Built-in invoicing. 🌱 Sign up for free.
Bluevine @bluevine
5K Followers 902 Following Our vision is to enable a better future for small business owners. With easy checking, lending, and bill pay solutions, we’re here for you every step of the way
Jason Pereira @jasonpereira
7K Followers 1K Following Partner & Financial Planner @woodgatefi, Ex.Pres. @fpacanada, Director @advancedplanner, fintech expert, writer, podcaster, speaker, lecturer, etc. 🇨🇦🇵🇹
Ana Lorena Fabrega @anafabrega11
167K Followers 764 Following Author of 'The Learning Game' | Former teacher known by little ones as Ms. Fab 🤸🏽♀️ EDUpreneur & Chief Evangelist @synthesischool
Olivia Luper @OliviaLuper
274 Followers 565 Following 🎯 Digital Marketing Expert for Financial Advisors | 💼 Client Acquisition | 🎙️ Get AdvisorFIT Podcast Host | 🤝 Outsourced Partner | 💪🏻 IFBB Pro Bodybuilder
Brad Stulberg @BStulberg
91K Followers 359 Following Master of Change is out now—get your copy here: https://t.co/DysU8B3OuN ▪Excellence, mastery, and meaning. ▪Author 📚 and adjunct faculty UMich 〽️
Peter Ciravolo @PeterCiravolo
572 Followers 588 Following Only Fee-Only Podcast | BC Brokerage | Travel. Food. Golf.
Tyler Todt @tyromper
206K Followers 1K Following Husband | #1 dad | Fitness Health Habits | Winning one day at a time | Love building others up, let’s all win! | Jeremiah 29:11 | THIS IS MY ONLY ACCOUNT ON X.
Shomari Stone @shomaristone
226K Followers 157K Following @FOX5DC Anchor: Mon-Fri 4pm | Reporter: 10pm & 11pm | 7X Emmy, 2X Murrow Award Winner, @StJohnsCHS,@umich alum, @umichfootball Dad,Download FOX5 App. Watch LIVE
The Art of Accomplish.. @artofaccomp
2K Followers 185 Following Podcast and courses reflecting a unique way of relating in business, personal, and internal life that leads to more connection and effectiveness. @FU_joehudson
Dale Shafer II, CFP® @DaleShafer
1K Followers 1K Following Fee-only wealth and exit planning advisor. Host of the Financial Purpose Podcast. Founder @lifemoveswealth. ✝️🥁🚴♂️🥃 #GONOLES || Tweets ≠ financial advice.
Yohance Harrison, BFA.. @Yo_Harrison
895 Followers 759 Following @TheMoneyScript Podcast Host Father. Husband. Financial Advisor. Friend. Brother. Entrepreneur. Speaker. These are my tweets, not advice.
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!
Jirayr Kembikian @JKembikian
394 Followers 1K Following Co-founder @CitrineCapital | Certified Financial Planner™ | Auto & Motorsports enthusiast | 🇦🇲 | Not financial advice
Cory Muscara @corymuscara
64K Followers 265 Following Former Monk. Author of Stop Missing Your Life. Positive Psych Instructor at University of Penn. Meditations Heard 25 Million Times in 150 Countries.
Jenny He @jennydhe
5K Followers 5K Following Founder & General Partner @Position_VC | I invest in startups and help them tell their stories. Previously @expa @square @microsoft
Choir @HelloChoir
1K Followers 738 Following Bringing diversity to media and conference stages. Creator of the Voices expert sourcing platform.
Stephanie McCullough @sofiafinancial
875 Followers 1K Following When more women control more money, the world will be a better place.
Anthony @AnthonyMazzei_2
58 Followers 197 Following
Planning Illini @planningillini
56 Followers 145 Following The University of Illinois Financial Planning program is doing great things! Are you a student, alumni, or supporter? Follow along for program updates!
Vincent Barbera CFP® @vrbst4
1K Followers 1K Following Co-founder of Newbridge Wealth. Lover of SciFi and bad jokes. Recovering ex VG crew member. Father to 3 incredible boys. Back to a suffering Philly sports fan.
Dan Bolton @Daniel_Bolton
2K Followers 1K Following Trying to make the world a better place | Married to the incredible @PBolton_ | VP, Corporate Marketing at @NitrogenWealth
Justin @JustinSeago
226 Followers 543 Following 👨👩👦👦 Court + Jack & Campbell 👨💻Marketing @Google, previously @nike @23andMe
AlexPerkins @AlexTheAdvisor
26 Followers 134 Following Founder | Wealth Advisor @ Perkins Wealth Advantage. Family Man. Friend. Rotarian. Bourbon Lover. Love to Smile. Tweets ≠ Advice.
Beth Williams | Futur.. @FutureWallet
59 Followers 101 Following 💰 I help millennial women grow their financial wellness 🎓 Berkeley Haas MBA, Ex-Google 👩🏻💻 1:1 Coaching & Education. Sign Up👇
Elements @Get_Elements
1K Followers 492 Following Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.Easy: showing up when you are at your best and everything is clicking. Hard: showing up when you are struggling and the current is going against you. Most everyone can do the former. But it's the latter that has a bigger impact on lasting progress, fulfillment, and success.
The number of bros on here parroting each other on stuff they have the most superficial understanding of when it comes to performance and health is really quite astounding—easy to see if you know a thing or two, but really bad for all those well meaning people who don’t.
Great planning addition for my self-employed and small business clients. @Holistiplan with some 🔥 updates. Automatic QBI adjustments and allowable self-employed retirement plan calculations (without manual adjustments or spreadsheet calculators!)
Evidence based hacks: Hack for strength: lift weights Hack for speed: run Hack for smarts: read Hack for productivity: deep work Hack for recovery: sleep Hack for motivation: just start Hack for happiness: build community There is no replacing hard and smart effort.
Secured the series 🔒
Why are @TheFinArtist and I obsessed with creating beautiful brand identities for advisors? Because as much as most people don’t want to admit it, we often judge a book by their cover. Beautiful brand builds trust faster, which equates to helping more people
I had a weird experience yesterday. Someone asked what I did for work. And for the first time in a long time my answer wasn’t financial advisor or something finance related.
@scott_r_frank @adamchapman519 Heh, yeah, true and also, I'll comfort myself with that: "I'm sooooo far over on the Running Kreuger curve that I don't even recognize how effing smart I am."
@adamchapman519 Okay, that timeline tracks.
Generally, we live in the cult of the practical, as if it's the higher path. No. How about just reading and talking and thinking on ideas that, over time, could change your view on life or achieve higher wellbeing or some other thing that doesn't have a check box next to it?
a book does not need to be actionable or have how-tos. that is modern nonsense
Anyone familiar with NASCAR’s history right now is like “lol of COURSE THERE IS!”
Possible moonshine cave discovered below grandstands at historic NASCAR racetrack trib.al/a7Htqkp
I’ve really enjoyed catching up with my friend and business partner @PeterCiravolo in Miami! There’s something special about this city that leads to great conversations and thoughtful planning. It’s so important to remember how far we have come, but it’s also exciting to know…
Created a fresh website headline that clearly conveys that type of work we do for our clients. There’s no template. It’s about the creative process.
Listen… It’s called MPI or something. The guy swore to me that I’d never pay taxes and I’d out perform the stock market with no downside losses.
@MJNewfield @SamanthaTwenty @bamconsults @scott_r_frank @Lawrence_Sprung and so many more I’m definitely forgetting
Not going to lie, I was nervous to go to #SHIFT I haven’t been to a conference in almost a year, & it felt scary to “get back out there” But oh my goodness.. it was SO GOOD for my soul Thank you to every single person who came up & gave me a hug ❤️ Your support means the 🌎
come see @theadvisorgc if you’re at SHIFT the next couple of days.
Team @shapingwealth ready to go! Just missing @joylerepsyd. @neilbage @MeghaanL #shift
Been looking at this view far too long Finally boarding the plane to head to Orlando for the #Shift conference 1 day late, but will be there soon
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