AdvisorBox @Advisorbox
Advisorbox provides growth and practice management solutions to financial advisors, IARs, RIAs and broker dealers. advisorbox.com Denver, CO Joined January 2012-
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Leverage external financing to build your own ensemble advisorbox.com/leverage-exter…
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What advisors need to know about insurance requirements for business loans bit.ly/2E8RdZy
7 Ways the Government Shutdown Could Impact Financial Advisors and Clients bit.ly/2BEBSdh
Is Your Work-Life-Balance Reflective of Your Business Owner Clients? bit.ly/2BAPvKo
The Easiest Acquisition Loan is a Partial Client Acquisition bit.ly/2E9PJeh
Using Partial Client Acquisitions as a Succession Transition Tool bit.ly/2Fg82O7
Check out the latest BluePaper Bullets by Advisorbox. Topics Include; - Using Partial Client Acquisitions as a Succession Transition Tool - The Easiest Acquisition Loan is a Partial Client Acquisition goo.gl/n8GeUA
The Advisor Mindset to Recruiting Options: Passive or Poised bit.ly/2BB2flN
Expunging Past FINRA Disclosures May Soon be a Thing of the Past bit.ly/2kG7VCY
Is Morgan Stanley Being Overly Aggressive with Non-Protocol TROs? bit.ly/2AyKxOF
Our Latest BluePaper Is Out - This Weeks Topic's Include: tinyurl.com/y74msq97
Writing Holiday Card Notes to Grieving Clients bit.ly/2jxTy7j
5 Reasons Why Non-Protocol Breakaway Advisors Should Consider the Independent Franchise Model bit.ly/2j7a0Lo
Don’t Forget These Memory Hacks for Financial Advisors bit.ly/2iEfZUn
Check out the latest BluePaper Bullets from Advisorbox 2018: SBA Makes BIG Impact on Advisor M&A with New Acquisition bit.ly/2AghWBH
The Critical First Impression with Acquired Clients bit.ly/2fU3OVD
SEC chief Jay Clayton tells lawmakers agency is drafting its own fiduciary duty rule ow.ly/WPxE30fE0rb
5 Financing Factors to Consider When Structuring Your Acquisition Deal bit.ly/2ffYHes
Industry Demand for Tuck-in Advisors is Off the Charts bit.ly/2wHeDN9
WealthManagement.com @wealth_mgmt
59K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
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Chiaroscuro @kwd_markets
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Nathan Paulson @natepaulson
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Amy Easterly @AmyEasterly
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ExamZone @examzone
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3xEquity @3xEquity
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mary @KarmaduckMary
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Daniel Evan Davis @d2svpcfp
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Reid Culp @ReidCulp
141 Followers 633 Following Advice to Grow and Protect Multigenerational Wealth | CERTIFIED FINANCIAL PLANNER™ | Chartered Financial Analyst®
David García Fisac @fisac_tweet
53 Followers 1K Following Views are my own and may change over time. RT's ≠ endorsements
FonnieFrancis @francisfonnie
150 Followers 2K Following
James @jpcfpc
120 Followers 1K Following
Modestack @themodestack
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Bruxx.M.G @GBruxx
376 Followers 5K 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…
Smartria @smartriaco
455 Followers 785 Following Smartria's cloud-based platform simplifies #compliance for consultants, CCOs, operations teams, IARs, and the staff who support them. #smartria #riacompliance
Clark McMahon @ClarkMcMahon1
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Brent Brodeski @BBrodeski
140 Followers 323 Following
Nichlaus🤙Thacker @NichlausThacker
229 Followers 409 Following #Wealthtech Leader @FNZ_Group for #FinServ #WealthManagement | Founder 🦋Capital | @Broadridge @Skience @Vestmark @RBC @EIU Alumni | #LakeLife #Snowlife 🤟
Larry Carter @doyouwannalaf
222 Followers 6K Following Looking for truth versus logical fallacies. Also searching for old growth forests to hike in!
RIAValuations @RIAValuations
318 Followers 578 Following RIA Valuations is the premier provider of valuation services to the wealth and investment management industries.
Bruce E. Porter @bruce3porter
456 Followers 1K Following Personal opinions: Husband, dad, pilot, pastor, RIA founder. Not sanctioned by anyone incl. SMB Financial. Retweets are not endorsements.
1792 Wealth Advisors @1792_WealthAdv
28 Followers 105 Following A team approach, offering you a broader scope of knowledge than you will likely find in any one person. Disclosure: https://t.co/VHH4KsfDPn
Sandy Travis, CFP® @SandyTravisLPL
274 Followers 943 Following Securities offered through LPL Financial, Member SIPC https://t.co/XHgyI1NmEy
EvoShare @EvoShareUSA
641 Followers 4K Following Let 10,000+ merchants and 700,000+ hotels contribute to your Savings Destination! 🛍️ + 🧳 + 🍴 = 💰
John Crocevera @JohnCrocevera
85 Followers 2K Following
Robert M Dunne @RMDunne
213 Followers 292 Following
Rob Sandrew @Rob_Sandrew
814 Followers 2K Following Chief Growth Officer Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/FmH0D6clxv.
Kevin O'Keefe @kevinok1
191 Followers 924 Following former Chief Investment Officer of First Affirmative Financial Network - specializing in Sustainable, Responsible, Impact Investing
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
WealthManagement.com @wealth_mgmt
59K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Ross Lawrence @RossMLaw
149 Followers 206 Following
Brian Hamburger @HDelux
2K Followers 160 Following Industry leader, entrepreneur, attorney, columnist, speaker and, most importantly, father of three awesome kids.
Matt Baum @BaumEsq
444 Followers 334 Following #Securities and commercial #litigator & host of AdvisorEsq (#Attorney Advertising).
Lincoln Financial @LincolnFncl
14K Followers 270 Following We help people confidently plan for their version of a successful financial future.
Prospera Financial @ProsperaFinSvcs
869 Followers 1K Following Boutique wealth management firm servicing independent financial advisors across the United States. Member FINRA, SIPC
Smartria @smartriaco
455 Followers 785 Following Smartria's cloud-based platform simplifies #compliance for consultants, CCOs, operations teams, IARs, and the staff who support them. #smartria #riacompliance
Osaic @osaic_inc
2K Followers 247 Following Osaic provides the support, resources, and community designed for the future of wealth management.
FinCon @FinCon
13K Followers 5K Following 💵 The business event for personal finance creators & brands. 📈 Helping you GO PRO & SCALE. 📍Sept 10-12, 2025 • Portland, OR
First Affirmative @first_affirm
2K Followers 838 Following We are specialists in Sustainable, Responsible, Impact (#SRI) Investing, offering investments via our national network of advisors. #BCorp
Vestmark @Vestmark
745 Followers 742 Following For over 20 years, our portfolio technology, tax-aware investing, & advisor tools have helped firms grow and thrive.
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…
AdvisorClarity 📈 @AdvisorClarity
58 Followers 150 Following Data-driven insights for high performing firms.
AdvisorTrust, Inc. @AdvisorFriendly
1K Followers 3K Following AdvisorTrust, Inc. is an independent trust company focused exclusively on providing trust services to the clients of financial advisors and recordkeepers
ADVISOR MARKETING @AdvisorMarketPR
238 Followers 2K Following #Branding #CorporateID #Marketing #LogoDesign #WebsiteDevelopment #SocialMediaDevelopment #Consulting #OnlineMarketingManagement #ComplianceApproved #FINRA
Key Management Group @keymanagement
116 Followers 135 Following Key Management Group is an innovative, practice management firm that partners with financial advisors to strengthen and grow their businesses.
RIAValuations @RIAValuations
318 Followers 578 Following RIA Valuations is the premier provider of valuation services to the wealth and investment management industries.
David Selig @davidselig
90 Followers 92 Following Baseball 🥜 | 2 amazing boys | #MarriedWell | @ADP_CEO
ECHELON Partners @echelon_group
1K Followers 3K Following The leading experts in #managementconsulting #valuation and #MandA for the #wealthmanagement #investmentmanagement & #wealthTECH industries
Gladstone Associates @GStone_LLC
387 Followers 181 Following Providing business & transaction advisory services exclusively to the financial services industry.
Louis Diamond @LouisDiamondDC
625 Followers 475 Following CEO at @DiamondConsults, a leading recruiting and consulting firm for financial advisors.
Advisor Growth @AGS_Wire
369 Followers 316 Following Official page of Advisor Growth Strategies. Leading management consulting and transaction advisory firm for the nation's top advisory firms.
PFI Advisors @pfiadvisors
879 Followers 732 Following Intuitive Infrastructure + Cohesive Culture + Alleviating Advisor Time = Profitability
The Wall Street Journ... @WSJ
20.9M Followers 1K Following Sign up for our newsletters and alerts: https://t.co/QevH0DLQi8 | Got a tip? https://t.co/iXIigdPjEZ | For WSJ customer support: https://t.co/DZgH9n53qg
Ronsensical @Ronsensical
742 Followers 568 Following Wondering how close we are to becoming flesh-eating, brainless humanoids? I'd say, pretty close, based on what I've seen.
Carson Partners [Arch... @carson_partners
1K Followers 22 Following This account is no longer active. Please follow us at @CarsonGroupLLC for updates!
David Selig @ADP_CEO
483 Followers 89 Following M&A Adviser | I-Banker | Wealth & Asset Management Sectors | #RIA | Featured Speaker
DeVoe & Company @DeVoeCo
1K Followers 439 Following DeVoe & Company provides consulting, M&A and valuation services to wealth managers.
James @jpcfpc
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Bill Riley @rileywealth
184 Followers 258 Following We're here to help you achieve your financial goals, manage your money, and make your life better. #finacialplanning #saving #retirement
Vora Financial Group @vorafinancial
300 Followers 516 Following We have personalized strategies to help manage risk and prepare our clients for retirement. Our goal is to take the mystery out of investing.
AdvisorLoans,LLC @AdvisorLoansLLC
124 Followers 479 Following Exclusively helping Financial Advisors get business loans. We offer SBA, Conventional, and Enhancement Agreement Loans.
ULF & Associates @ULFAssociates
2K Followers 2K Following Vail builder, Vail general contractor, Vail home builder. We love life. If you can dream it, we can build it.
Kevin O'Keefe @kevinok1
191 Followers 924 Following former Chief Investment Officer of First Affirmative Financial Network - specializing in Sustainable, Responsible, Impact Investing
Stephen Ahern @spahern
180 Followers 683 Following An independent political centerist and proud American citizen. An enthusiastic promoter of psychosomatic health and personal responsibility.
Geoff Cook, CFP @InfiniteFinance
382 Followers 451 Following Our Strength - Implementing strategies to help people and businesses build wealth. #Barrie Mutual funds are offered through Investia Financial Services Inc.
Ryan Morse CMT CFP® @RyanMorse33
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AdvisorHub @advisorhubinc
9K Followers 96 Following Breaking news, unvarnished commentary and compensation information for financial advisors
Anne McCabe, CFP®, C... @AnneDayMcCabe
734 Followers 909 Following #BoyMom | CEO & Partner @ Curo Private Wealth | Lvr of health/fitness | Securities offered through Kestra Financial, Member SIPC. https://t.co/Nqc9P8ylfX
James Watkins @InvestSense
1K Followers 2K Following Attorney, CFP Board Emeritus(tm), AWMA. fiduciary risk management counsel. Tweets/RTs neither legal/ investment advice nor endorsements. https://t.co/mZBgtp8owi
Michael Kalisch,CFP® @KPWealth
28 Followers 102 Following CFP®, family man, tennis hack. Fan of smart & simple financial planning.
The Point Financial @ThePointFG
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