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Great panel session on marketing this morning at #FISummit with @AlexChalekian & @SnappyKraken - follow the 🎈 on the 4th floor to the @Advisor_Metrix media room and create a video to send your clients about what you learned in Boston to serve them better
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#FISummit @horstschulze ‘we empowered every employee to spend $2000 to solve a client’s problem. We turn a disgruntled customer into an ambassador. ‘ Do you know the lifetime value of your clients?
AdvisorMetrix retweeted
In an elevator early this AM in Downtown #STL w/ two servicemen. I said "Good morning" and they returned the greeting. As the elevator doors opened, I turned to them and said, "I'm grateful for your service - thank you!" to which one of them replied, "Your life is worth it." 😃
Come update your professional headshot at the @Advisor_Metrix #mediafunroom - come later to check VR #beatsaber games! #FISummit
Come visit the AdvisorMetrix Media Fun Room - Professional headshots (limited availability), VR Games, Content Video Setup#FISummit
Prove value to clients AND help your employees. How #fintech can give you a win/win via @t3techhub buff.ly/2GlWNVi
Using @RedtailCRM? See how integrating with Advisor Metrix can help you better serve your clients buff.ly/2I9Yupp
5 ways #technology can help you organize and analyze your data buff.ly/2J34MbA
Do advisors influence #fintech? In our case, yes! Advisor Metrix is built by an advisor, for advisors to solve a real need buff.ly/2pIrtdq
When you bring on new #fintech into your advisory firm, you need to get the entire team onboard to enjoy success buff.ly/2pM1yk2
Use #timetracking tools that help your team do more than just track time—get better business insights buff.ly/2GwhNge
Without #businessintelligence, monitoring the health of your business can be difficult. Bring all your data together with Advisor Metrix buff.ly/2J34MbA
Learn more about our #businessintelligence platform—with integrations from @redtail @riskalyze buff.ly/2q35o8M
We're focused on giving #financialadvisors more effective client management tools. See what we're like here buff.ly/2pIrtdq
ebrivaw @Ebrivaw97774
1 Followers 61 Following
EdwinaSusan @54Fhp7O6cOMws
1 Followers 203 Following
Make money easily @gdRZcG20rUWoxv
18 Followers 579 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Abby salameh @AbbySalameh
2K Followers 885 Following Champion for fin services and fintech, mother of frenchies and teens, passionate C-suite exec
IconTrust, LLC @IconTrustNV
965 Followers 5K Following "Advisor-friendly" trust company. Trust administration w/ attorneys & advisors under the favorable laws of Nevada. 1st to have a flat fee schedule.
Brad Burgess @BradBurgess1
253 Followers 222 Following
Claire Gallant @ClaireLGallant
335 Followers 3K Following Managing Advisor and Financial Planner @Use_Commas | Fee-only advice for all! 🙌
Jacob Foster @RedtailJacobF
20 Followers 131 Following
Andrew Ladwig @ladbiz
436 Followers 2K Following Golfer, Spartan, #FinTech and #FinServ, Director of Business Development at @wealthbox
Sylvia Sterling @SylviaLSterling
41 Followers 83 Following Mom, Wife, Paraplanner, Excel Ninja, Lover of Life
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
The Oasis Group @theoasisgrp
169 Followers 287 Following Generating revenue for a better tomorrow by providing revenue consulting and coaching for wealth management and technology firms and individuals.
AdvicePay @AdvicePay
793 Followers 416 Following AdvicePay is the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning.
@skience @Skience
430 Followers 629 Following Integral Salesforce Financial Services Cloud (FSC) Partner. Comprehensive Wealth Management Operating System. Powerful. Flexible. Intuitive.
Huygens @HuygensCapital
99 Followers 246 Following The smarter digital investment advisor. Investing for growth with active downside risk avoidance. We help you invest and still sleep at night.
JC @joceanblue
77 Followers 449 Following
Kirsten Ly @kirstenly
1K Followers 5K Following Marketer | Sensitive Gangsta | Opinions and sarcasm my own.
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too
Ron D @DuganPartners
84 Followers 2K Following Financial Life Management | CFA | CPA | My mission is to help improve one’s financial security through education. #wealthmanagement #financialplanning
cleverDome @cleverdome
242 Followers 275 Following cleverDome is a new vision of cybersecurity and network privacy. Come under the Dome to experience the power of a safe, reliable and a fast NoTrust Network.
EvoShare @EvoShareUSA
645 Followers 4K Following Let 10,000+ merchants and 700,000+ hotels contribute to your Savings Destination! 🛍️ + 🧳 + 🍴 = 💰
Maree Moscati @CopytalkMaree
563 Followers 1K Following 'Putting the human touch back into transcription.' Former financial manager, obsessed with data security & privacy. Soul Cycle passion! Opinions are my own.
Carson Group @CarsonGroupLLC
7K Followers 1K Following Find Your Freedom Join the nation's fastest-growing advisor movement. (For advisor use)
Rob Sandrew @Rob_Sandrew
815 Followers 2K Following Chief Growth Officer Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/FmH0D6clxv.
Finlocity @finlocity
935 Followers 4K Following Finlocity is the premier financial services community, bringing together RIAs, Broker/Dealer Executives, Multi-Family Offices, Bank & Trust Officers.
The Advisor Thought L... @AdvisorLeader
275 Followers 542 Following Maribeth Kuzmeski of Red Zone Marketing and Marie Swift of Impact Communications are creating a totally unique and exciting EXPERIENCE for financial advisors!
WealthFromWisdom @WFWRadio
490 Followers 1K Following Radio show with @carsonwealth. Podcasts available on the site below! Advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
Jonny Swift @JonnySwiftIC
453 Followers 1K Following PR & Marketing pro in the financial services industry. VP @ImpactMarComPR. Dad, husband, KC native, globetrotter, and music lover/musician.
Austin Johnson @redtailaustinj
57 Followers 199 Following
CodeInsight @CodeInsight1
3 Followers 67 Following
PortfolioShop Inc. @PortfolioShopNY
271 Followers 1K Following Empowering fund managers with a flexible operational platform and expert services to grow on.
Advisor Innovation La... @AdvisorLabs
155 Followers 237 Following
Rixtrema | RemAI @RiXtrema
985 Followers 3K Following RiXtrema - #financial planning software company for financial #advisor + insight from #retirement and risk #experts
Christine Peters Crea... @creative_peters
44 Followers 114 Following B2B Marketing Consultant. Marketing muscle for growth-minded firms. #fintech #wealthtech
Christopher Robbins @NJChrisRobbins
2K Followers 4K Following Senior editor at Financial Advisor Magazine https://t.co/XJPLMCMNFe. Husband of Cheryl. Born in Newton, NJ, grew up in Lexington, KY and now lives in Neptune, NJ.
Aaron Brodt @abrodt33
173 Followers 2K Following
Michael Palumbos @MichaelPalumbos
109 Followers 191 Following I help family-owned business owners transition from CE "ALL" to CEO. #familyoffice, #familybusiness, #growthstrategy, #generationalwealth
NINA O’NEAL @noneal510
3K Followers 1K Following Investment Advisor | Girl Boss | Boy Mom | Avid Reader | World Traveler | Music Lover
Keena B Pettijohn @pettijohn_b
522 Followers 790 Following Founder/CEO Lifelogixs- Editor of “The Sassy Septuagenarian” focusing on the Aging Process and Longevity Economy AgeTech &FinTech Advisor
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
John Enright @CWAnetwork_JE
50 Followers 148 Following
TIFIN Wealth @TIFIN_wealth
3K Followers 2K Following Easily Generate Personalized Investment Proposals
Grayce Turnbach @grayceT__
129 Followers 435 Following Communications at @emoneyadvisor. Witty. Goober. Old soul. People watcher. INTJ.
Raul Mercado @MercadoInsure
12 Followers 318 Following
Tammy Miller Design @TammyMillerDesi
334 Followers 942 Following Tammy Miller Design offers full service agency capabilities at freelance rates. Our Capabilities include: Print, Brand, Web, & Advertising.
Emily Blodgett @busstopmama
135 Followers 179 Following Sidewalk dancer, song re-writer, mediocre guitarist, speaker, lover of fun, bringer of shenanigans, expert folder of fitted sheets
Smartleaf @SmartleafInc
692 Followers 683 Following Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple and scalable.
justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder Santiago & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
NINA O’NEAL @noneal510
3K Followers 1K Following Investment Advisor | Girl Boss | Boy Mom | Avid Reader | World Traveler | Music Lover
RightCapital @RightCapitalHQ
3K Followers 1K Following RightCapital is financial planning software done right. Build plans to help clients achieve their financial goals.
Kyle Moore @KyleSMoore
2K Followers 481 Following CFP® | Founder of Quarry Hill Advisors | Here to synthesize what I'm learning about business, investing, and personal financial planning
Sylvia Sterling @SylviaLSterling
41 Followers 83 Following Mom, Wife, Paraplanner, Excel Ninja, Lover of Life
Jon Acuff @JonAcuff
265K Followers 62K Following New York Times Bestselling Author of 10 books. Married to Jenny. Dad to L.E. & McRae. Grab a copy of my new book All It Takes is a Goal at https://t.co/WNzh4EYhjR
Carson Wealth @CarsonWealth
4K Followers 1K Following You define freedom. We'll design the path to help get you there. Advisory services offered through CWM, LLC, a Registered Investment Advisor.
Laura Pierson @_LauraPierson
308 Followers 277 Following Management Consultant, Speaker, Grad school nerd, Sunscreen-covered redhead, Wife to an amazing guy, and Grateful mom to two fiery redheaded little boys
Latter-day Likes @LatterdayLikes
10K Followers 505 Following Child of God, child of the covenant, and disciple of Christ, in that order.
Smartleaf @SmartleafInc
692 Followers 683 Following Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple and scalable.
Steve Durko @steve_durko
294 Followers 329 Following
Phil Alves @philalves_
9K Followers 1K Following I help SaaS founders ship winning products | Founder at DevSquad & DevStats
Buffer @buffer
935K Followers 54K Following Create and share social media content anywhere, consistently. Built with 💙 by a global, remote team.
Brad Johnson @Brad_Johnson
3K Followers 1K Following Husband & Dad. Building at Triad Partners. Host of the @DBDLpodcast. Helping financial advisors create unlimited growth & freedom in their business and life.
Barry Ritholtz @Ritholtz
236K Followers 3K Following Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Cognitive Dissonance
Ben Carlson @awealthofcs
291K Followers 739 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Wealthbox CRM @Wealthbox
5K Followers 4K Following Modern CRM for financial advisors. Get a free trial at https://t.co/F90PL1ebUC.
Philip S. Blancato @philblancato
2K Followers 568 Following CEO, Ladenburg Thalmann Asset Management. Please see Ladenburg’s website for full disclosures. https://t.co/xswzn0Sj9x
Ladenburg Asset Manag... @LTAssetMgmt
733 Followers 727 Following SEC Registered Investment Advisor providing Investment Management Services. See website for full disclosures: https://t.co/oWRJa9XFUR https://t.co/6Fk75IMdGc
Triad Advisors @TriadAdvisors
624 Followers 252 Following The Hybrid RIA Leader: Perfecting What We Started. Third-party comments may not be representative of all customer experiences. See website for full disclosures.
Justin Boatman @jboat
825 Followers 644 Following Husband to the incredible Jacque, Dad to 3 sweet kiddos, Chief Product Officer at @NitrogenWealth
Alex Chalekian @AlexChalekian
12K Followers 4K Following Helping people achieve financial freedom for over 25 years. CEO @Lake_Avenue | Founder @Futurvest
Brynn de Garavilla @emoney_bd
368 Followers 734 Following Director of Retention Marketing at @emoneyadvisor.
Roger Romero @RogerRomeroPA
67 Followers 66 Following
Dan Prendergast @emoney_dp
86 Followers 138 Following
Mobile Assistant 💬... @MobileAssistant
2K Followers 4K Following Dictation...evolved. Helping #advisor teams replicate process w/ our customizable, CRM integrated, template-driven workflow ⚡️ Free Trial https://t.co/g4yM8Taj90
Valerie Rivera @marketingmarVal
157 Followers 369 Following Product Marketing @eMoneyadvisor #MarketingMonday Outdoor Enthusiast 🚵🏻♀️🏂
Andrew McAfee 🇺�... @amcafee
65K Followers 815 Following Author of "The Geek Way" and More from Less;" coauthor of "The Second Machine Age;" proponent of human and planetary flourishing.
AdvisorEngine @AdvisorEngine
2K Followers 751 Following Wealth management technology to power growth: AdvisorEngine is an all-in-one platform helping financial advisors scale and grow their business.
EverplansPro @EverplansPro
386 Followers 262 Following A multi-generational estate and legacy planning platform for financial advisors, insurance agents, and estate planning attorneys.
Daniel Bernstein @danbernstein
185 Followers 43 Following
Advisor Seminars @AdvisorSeminars
82 Followers 542 Following The #1 resource that Financial Advisors turn to for just about any issue facing their practice. https://t.co/GMziIGew9M…
Biggerpan @biggerpan
18K Followers 3K Following AI Powered Messaging Monetization – Check out @magic_chat the smart SMS/MMS/RCS app on Android
Damon Deru @DDeru
710 Followers 3K Following Entrepreneur at heart + Finance + Technology geek + Father & Husband = Me.
Mark Constan @markconstan
2K Followers 4K Following Founder MTC Search Group. Talent Acquisition Consultant. Helping find Top Talent for Awesome Brands. #EmergingTech #TalentFinder 🔎 Philly 👪 Family Man
Omani Carson (he/him) @OmaniCarson
6K Followers 441 Following Founder and Chairman of @CarsonGroupLLC + @CarsonWealth | The views expressed are those of the speaker and may not reflect the views of Carson Group.
Carson Group @CarsonGroupLLC
7K Followers 1K Following Find Your Freedom Join the nation's fastest-growing advisor movement. (For advisor use)
Jessica Dolcourt @jdolcourt
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Roger Cheng @RogerWCheng
21K Followers 658 Following Award-winning tech journalist. Former EIC @CordCuttersNews, and Executive Editor and Reporter at @CNET, @WSJ and Dow Jones Newswires.
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14K Followers 1K Following Maggie is a former CNET News senior reporter covering tech policy. She's also a mom to a child with Down syndrome & a fierce inclusionist.
Stephen Shankland @stshank
29K Followers 4K Following Head of Content at Commonwealth Fusion Systems, developing zero-carbon power plants. Former CNET sci-tech journo. https://t.co/eSbi5nyE1l
Will Friedman @Will_FiComm
131 Followers 347 Following Communications Consultant at @ficommpartners. PR/ Marketing for finance pros. Long-suffering Browns fan
NAPFA @NAPFA
18K Followers 2K Following NAPFA is the leading association of Fee-Only financial advisors. Be sure to visit us at https://t.co/rgzyvhg5FB more insights on Fee-Only planning!
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