AdvisorTouch @AdvisorTouch
Systems, operations, workflows, templates, technology, practice management and human capital. Our founder @deborahsfox is an Investmentnews 2020 Innovator. advisortouch.com San Diego, CA Joined September 2015-
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@dougboneparth are you modeling on the side? slickdeals.net/f/18517807-jos…
We had a couple of meetings this past week with some of the top ai engineers. You have no idea what’s already here and being developed. Stunning.
If you always think about what could go wrong, you’ll never act.
🚨 BREAKING: 16 BILLION PASSWORDS LEAKED: APPLE, GOOGLE, FACEBOOK USERS EXPOSED What’s being called the largest password leak in history has just been confirmed: 16 billion login credentials, many from major platforms like Apple, Google, Facebook, GitHub, and more, are now…
Great article by Sam Walton blog.samaltman.com/the-gentle-sin…
What a beautiful idea. Every town should have one including San Diego.
What a beautiful idea. Every town should have one including San Diego.
Hey @RingCentral the few times that I have had to deal with your customer support, has been absolutely atrocious. Having to deal with a poorly constructed bot that functions poorly, and then being transferred from person to person, then being left on perpetual hold. Goodbye.
There’s been a lot of talk about how AI is going to affect all our businesses and change how things are done. But this is an example of how it can really change a person‘s life.
🚨 ALERT: Microsoft has discovered a new trojan, StilachiRAT, targeting cryptocurrency wallets in the Google Chrome browser. The malware attacks 20 different extensions, including MetaMask, Coinbase Wallet, Trust Wallet, OKX Wallet, Bitget Wallet, Phantom, and more.
Reality of Google Pay compared to Apple Pay Now you know: Google knows about every fking payment you do while Apple does not Apple is the most secure platform
Have a Happy New Year.
Mayor Gloria @ToddGloria and @CityofSanDiego why isn’t this happening in San Diego with the homeless situation getting worse and worse and nothing seemingly being done about it?
Mayor Gloria @ToddGloria and @CityofSanDiego why isn’t this happening in San Diego with the homeless situation getting worse and worse and nothing seemingly being done about it?
We hope you all take the time at this time of year to remember what’s important. We wish you all a wonderful New Year. We appreciate everything we have everyday.
Mark Zuckerberg ‘s yacht is the third largest in the world and has been in San Diego for a couple of weeks and his yacht is now coming back into San Diego Bay to dock
SEC actions expose underbelly of RIA industry awards, but they are lucrative for those who hand them out and unlikely to stop being abused by those who get them riabiz.com/a/2024/10/9/se…
I’ve never been more thankful to be an iPhone user. Due to the lack of cell service, EVERYONE in Asheville NC right now on iOS 18 has been able to get messages out and in with the Satellite messaging feature. This is literally saving lives @Apple.
Our morning coffee is so good because it’s @GreenwellFarms Kona coffee.
Nothing has changed for these conferences. It’s all marketing and pay to play.
Redtail Founder Brian McLaughlin to Step Down From His Role at Orion | Wealth Management wealthmanagement.com/technology/red…

Anthony Stich 🏄... @anthonystich
4K Followers 846 Following CMO at Moran Wealth Management. Formerly @MarketCounsel, @Entrustody, @InvestCloud, & @NaviPlan. Investments in @SecuritizeRIA, @AdvicePay, and @SeedsInvestor.
Sheryl Hickerson 🙋... @BionicSocialite
9K Followers 5K Following CEO & Founder of @FemalesNFinance - a 5000+ #FinServ Network | Wife to Darrell | Mom to 5 | Grandma to 14 | I love Miss Mable the Aussiedoodle 💕
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Larry Sprung, CFP® @Lawrence_Sprung
6K Followers 5K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰 Founder & Wealth Advisor @MitlinFinancial 📝 @ForbesAdvisor Board ❤️ @denisesprung 🏒 Dad
RIABiz @RIABiz
14K Followers 417 Following RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
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
Jude Boudreaux CFP® @HJudeBoudreaux
8K Followers 3K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Jason Wenk @jasonwenk
7K Followers 1K Following Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too
Tina Powell @tinacpowell
5K Followers 4K Following Mom, Marketer, TEDx Speaker, Chief of Community @intention_ly 🎙️ Host, In The Suite 🫁 Courageously thriving with Stage 4 #LungCancer #EGFR
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
@skience @Skience
430 Followers 629 Following Integral Salesforce Financial Services Cloud (FSC) Partner. Comprehensive Wealth Management Operating System. Powerful. Flexible. Intuitive.
Torie Happe @TorieHappe
2K Followers 797 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Alexandra Zendrian @azendrian
1K Followers 3K Following PR and writing hands to several. Comments my own; RTs not endorsements.
Brian McLaughlin @redtailtech
3K Followers 2K Following Board Member and Former President of @OrionWealthTech, Former CEO at @RedtailCRM
Max Schatzow @AdviserCounsel
7K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Wealthbox CRM @Wealthbox
5K Followers 4K Following Modern CRM for financial advisors. Get a free trial at https://t.co/F90PL1ebUC.
Three Crowns Marketin... @ThreeCrownsLLC
687 Followers 444 Following Award-winning marketing partner for #Finserv and #Fintech. Premium websites. Custom brands. Attention-grabbing content.
Vance Barse, CPWA®, ... @VanceBarse
3K Followers 510 Following Proud father of two. Former consultant to financial planners before becoming one. Educator. Filler of planning gaps. Fiduciary. Attitude of gratitude. Dad life.
Michelle Heil @whoknewitwasu
26 Followers 120 Following Live, love and learn. Happy and Hopeful...always looking for more time in my day.
AnastasiaIrving @gVqFBkmYG0b3o
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VenusGarcia @8uTEv97T6Nk1W
58 Followers 2K Following
JosephineHansen @3121l2c879RK2G8
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Rengi @EFE_Rengi
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Eemoerkoo @Eemoerkoo410
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Jane @Jane52719517273
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James Taylor @JamesT72753
155 Followers 237 Following
ExchangiFi @ExchangiFi
154 Followers 833 Following Connecting Investors With New ETFs to Participate in a Section 351 Exchange to Defer Capital Gains Taxes.
Carole King @CaroleKing29296
14 Followers 191 Following
Hooker Digital @Hooker_Digital
56 Followers 112 Following Business Intelligence Agency — Growth Strategies, Research and Consulting *not personal investment advice
C.C. @ChairmansCouncl
358 Followers 3K Following Chairman's Council is a newsletter for ambitious Advisors seeking unconventional AUM & Revenue growth strategies. 👇🏻
Nirgean @Nirgean501614
54 Followers 3K Following
Rob Ludlow @RobLudlow7
42 Followers 355 Following
Melissa Lovett Norris @MelissaKL_N
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Joe Moss @JoeMoss_xyz
48 Followers 226 Following Gathering the people, gadgets, and dreams to shake up the RIA world.
Quewriez @Quewriezq_E9QF
37 Followers 4K Following
Damon Deru @DDeru
710 Followers 3K Following Entrepreneur at heart + Finance + Technology geek + Father & Husband = Me.
Dairteysl @Dairteysl6CM8
32 Followers 1K Following
Sersiez @SersiezAtMSp
78 Followers 1K Following
Parag Jain -fin/acc @kparagjain
669 Followers 1K Following Building https://t.co/XVgTvKS1Cl Accelerating finance
YeseniaStudeny @YStudeny33047
44 Followers 1K Following
Tessurres @Tessurres7oV4L
22 Followers 794 Following
Foubore @Foubore2IN2k
51 Followers 890 Following
Charlotte Lucas @CharlotteL77691
260 Followers 4K Following
Fern @noharakiku18720
136 Followers 7K Following 🌸 Just a girl with big dreams & a little bit of sass ✨💁♀️ | ☕ Powered by coffee & confidence | ❤️ Living, laughing, & loving
Sheyneson @sheyneson20236
72 Followers 7K Following
EricaBloomer @D3t35S4V508X4O6
85 Followers 7K Following
imaginaryenemy @imaginarye84147
60 Followers 4K Following
TrudaBruce @Eif9hoEfh00Z1
38 Followers 4K Following When I find myself in a cave, the most important thing to do is to stop digging.
CaraBronte @g5N3qk4f5oUt3
43 Followers 4K Following
Thooshe @ThoosheujNePbi
46 Followers 5K Following
Dylan Batterson @DBatterson35
90 Followers 234 Following
#ailey Kate @AlienFairy24
330 Followers 3K Following (“My Body My Art”) Di$cord: alienfairy0089. I'm a Wild Child looking for $omeone to keep up. Fun, Flirty, #ooker and Model ready for adventure 🔞🌟
IrmaSailsbury @9120SqYkZc6IAEh
12 Followers 2K Following
SandraHarriman @y2JflawQO5VIQ
30 Followers 3K Following
OpheliaGracie @6Ibmb65mDvY4Le
16 Followers 2K Following
Cardiologi @Cardiologi09
1K Followers 3K Following CryptoInsights Crypto Banker | DeFi Strategist | Blockchain Advisor | Bridging traditional finance with cutting-edge
Scooter @Paintcan9797
39 Followers 4K Following
FinFolio @FinFolio
2K Followers 994 Following Portfolio management and trading software solution for professional wealth managers. #fintech #wealthtech
Christie @christie_navarr
273 Followers 3K Following
Lion-like @yagawanaom59781
83 Followers 7K Following
The Oasis Group @theoasisgrp
168 Followers 287 Following Generating revenue for a better tomorrow by providing revenue consulting and coaching for wealth management and technology firms and individuals.
MichaelKitces @MichaelKitces
93K Followers 461 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
PENNY PHILLIPS @ThrivosLLC
7K 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
Anthony Stich 🏄... @anthonystich
4K Followers 846 Following CMO at Moran Wealth Management. Formerly @MarketCounsel, @Entrustody, @InvestCloud, & @NaviPlan. Investments in @SecuritizeRIA, @AdvicePay, and @SeedsInvestor.
Samantha Russell 👩... @SamanthaTwenty
15K Followers 481 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Jess Bost, CFP® @lady__bost
9K Followers 4K Following We cannot all do great things, but we can all do small things with great love. -Mother Teresa
Carl Richards @behaviorgap
55K Followers 677 Following Pay attention to money and your relationship with it will change.
Sheryl Hickerson 🙋... @BionicSocialite
9K Followers 5K Following CEO & Founder of @FemalesNFinance - a 5000+ #FinServ Network | Wife to Darrell | Mom to 5 | Grandma to 14 | I love Miss Mable the Aussiedoodle 💕
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Larry Sprung, CFP® @Lawrence_Sprung
6K Followers 5K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰 Founder & Wealth Advisor @MitlinFinancial 📝 @ForbesAdvisor Board ❤️ @denisesprung 🏒 Dad
Jamie Hopkins @RetirementRisks
13K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
RIABiz @RIABiz
14K Followers 417 Following RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
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
Jude Boudreaux CFP® @HJudeBoudreaux
8K Followers 3K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Jason Wenk @jasonwenk
7K Followers 1K Following Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too
Reese Harper @reeseharpercfp
1K Followers 393 Following CEO @ https://t.co/ido65dBJQj, Founder @ https://t.co/ZZb6Yl4c4R. Always learning.
Tina Powell @tinacpowell
5K Followers 4K Following Mom, Marketer, TEDx Speaker, Chief of Community @intention_ly 🎙️ Host, In The Suite 🫁 Courageously thriving with Stage 4 #LungCancer #EGFR
Douglas A. Boneparth @dougboneparth
297K Followers 597 Following President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • Pre-order Money Together: https://t.co/Vx9x26AcOw
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Dispatch.io @Dispatch_io
18 Followers 2 Following We help advisors sync client data across the tech stack.
Turnqey Labs @TurnqeyLabs
189 Followers 33 Following An API suite providing comprehensive crypto asset management data analysis and insight.
ExchangiFi @ExchangiFi
154 Followers 833 Following Connecting Investors With New ETFs to Participate in a Section 351 Exchange to Defer Capital Gains Taxes.
C.C. @ChairmansCouncl
358 Followers 3K Following Chairman's Council is a newsletter for ambitious Advisors seeking unconventional AUM & Revenue growth strategies. 👇🏻
Tony Gunk @tonygunkreal
391 Followers 438 Following Pro-gerrymandering political junkie | cat DILF | 24 | MSU '22 🥳 | he/him
Peter Steinberger @steipete
46K Followers 2K Following Full-Time Open-Sourcerer🏳️🌈 Flips vibe coding—agentic engineering. Just one more prompt! @VibeTunnel 👻@peekabooagent https://t.co/yZvECHfFC6 https://t.co/DaVIpdNGcc
Dr Karen Mitchell PhD @karenmitchell__
29K Followers 807 Following World leading expertise in dark personalities: narcissists, psychopaths, coercive controllers. International corporate advisor. Supporting survivors.
SanDiegoVille @SanDiegoVille
4K Followers 776 Following Keeping track of all the fun and delicious happenings taking place all around America's Finest City. Eat. Drink. Socialize. Simply San Diego!
The Narcissist Box @NarcissistBox
26K Followers 6K Following Learning about narcissistic abuse. Proud Scapegoat. No DMs #narcissist #healing #narcissisticabuse #cptsd
Jesse Tinsley @JesseTinsley
27K Followers 1K Following Founded scaled to $2B+ | https://t.co/2hfMRUZ89B, https://t.co/0PijXoX9qt, https://t.co/D8cn1p0hPo | Acquiring companies DM me.
Elena Krasnow @elenaspeaking
3K Followers 921 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
formio @viaformio
164 Followers 1 Following https://t.co/TiNcXFngTk Standardize all your form, API, and data requirements with the only unopinionated, scalable, extensible, configurable data governance platform.
Cheryl Nash @cherylnash2
2K Followers 2K Following Chief Customer Exec InvestCloud Advocate for #wealthmanagement #wealthtech #fintech #womeninwealth #diversity #Blacklivesmatter Views are my own
SurgiFi @FiSurgi
11K Followers 3K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Wealthbox CRM @Wealthbox
5K Followers 4K Following Modern CRM for financial advisors. Get a free trial at https://t.co/F90PL1ebUC.
FinFolio @FinFolio
2K Followers 994 Following Portfolio management and trading software solution for professional wealth managers. #fintech #wealthtech
Matt Hill @canna_brain
16K Followers 542 Following 🇨🇦Neuroscientist Studying Stress & Endocannabinoids | Better Half of @orshamagyar | Reformed Lazy Ass 🏋🏻🏃♂️ | Food Snob | Horror Movie Aficionado | Sweary
The Oasis Group @theoasisgrp
168 Followers 287 Following Generating revenue for a better tomorrow by providing revenue consulting and coaching for wealth management and technology firms and individuals.
Republicans against T... @RpsAgainstTrump
961K Followers 5K Following Pro-democracy conservatives Republicans fighting Trump & Trumpism. Please support our work: https://t.co/FkmisNic4X
Mary Kate Gulick @MaryKateGulick
2K Followers 886 Following Traveler & mapmaker, observer of absurdity, writer, loud laugher, prolific swearer, late-blooming empath
Angry Tom @AngryTomtweets
144K Followers 1K Following Consultant & AI educator | On a mission to build an empire with artificial intelligence
Denny Klisch @KiwiDenny
12K Followers 325 Following Sharing my knowledge and experience to help you become a better Product Manager I 10+ years product experience I Host Podcast "Product Management Stories"
Eddie Sempek @ejsempek
155 Followers 455 Following
NOAN @getnoan
490 Followers 683 Following NOAN is your Superhuman Business Partner @fieldproducer (🇬🇧🇺🇸🇵🇹) @markham (🇮🇪🇺🇸) & Filipe (🇵🇹)
Hubly @hublyinc
244 Followers 415 Following Allowing financial advisors and their teams to deliver a high-touch, stress-free customer experience at scale.
Ali Rezai, MD @DoctorAliRezai
4K Followers 1K Following Executive Chair of @WVURNI. @WVUMedicine neuroscientist and surgeon. Proud #Mountaineer.
Perplexity @perplexity_ai
341K Followers 64 Following Curiosity changes everything. Download our free app on iOS, Mac, Windows, and Android: https://t.co/BBZ1kG0TVG
Peter Rosenberger @Hope4Caregiver
2K Followers 1K Following 40-Yr Caregiver | Author | Nat’l Radio Host | SC ➔ TN ➔ MT | Lifting caregivers w/ hard-won faith, humor & grit (and grits).
Olivia Luper @OliviaLuper
291 Followers 570 Following 🎯 Digital Marketing Expert for Financial Advisors | 💼 Client Acquisition | 🎙️ Get AdvisorFIT Podcast Host | 🤝 Outsourced Partner | 💪🏻 IFBB Pro Bodybuilder
Finology Software @FinologyTech
13K Followers 157 Following All-in-one solution for student loan planning for financial advisors.
jessica donnerstein @jdonnerstein
97 Followers 823 Following
Descript @DescriptApp
31K Followers 251 Following If you can edit text, you can make videos, podcasts, and clips. And Descript's AI makes it fast and easy. Try Underlord: https://t.co/e3stAQ7kY0
SHAQ @SHAQ
15.4M Followers 858 Following VERY QUOTATIOUS, I PERFORM RANDOM ACTS OF SHAQNESS @djdiesel
Heather Joelle Bonepa... @averagejoelle
8K Followers 2K Following Attorney. Author. Views def my own. Biz affairs for @dougboneparth. Helping couples talk about MONEY TOGETHER 💕 💸 Pre-order now! 👇
ICON @ICON3DTech
13K Followers 621 Following ICON develops robotic and AI systems to lower the cost and increase the speed and quality of construction.
Jon Cooper 🇺🇸 @joncoopertweets
1.4M Followers 76K Following Formerly Long Island Campaign Chair for Barack Obama; Majority Leader of Suffolk County Legislature. Gay dad of five terrific kids. @DukeU alum. Coffee addict.
Alexandra Zendrian @azendrian
1K Followers 3K Following PR and writing hands to several. Comments my own; RTs not endorsements.
New Frontier @NFABoston
1K Followers 2K Following Institutional Research, Technology, and Investment Management Firm
Everybody Loves Your ... @EL_YourMoney
2K Followers 1K Following Personal finance blog. Everybody loves your Money is one of the sites owned by District Media Finance. Visit https://t.co/HEoevgajdg
Antolin Garza @AntolinGarza
588 Followers 1K Following Investor - do more of what works, less of what doesn't
Daniel Natale @DanielNatale
1K Followers 2K Following Digital marketing leader. Passionate about high-performing teams & driving growth.
Rick Steves @RickSteves
220K Followers 94 Following Guidebook author, TV & radio host, business owner, Lutheran, and NORML Board Member. Fanatically positive and militantly optimistic. https://t.co/gmLVmKePmA
Carter R. Hall @carterrhall
149 Followers 527 Following