Redtail Technology @RedtailCRM
Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail redtailtechnology.com Sacramento, CA Joined March 2009-
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✋ #Financialadvisors, raise your hand if reporting for your clients could be easier. Thought so! Then don't miss our webinar today at 12 PM CT with @ycharts! ⏱️ Register now and save 10% off your first month of a YCharts Professional Subscription: bit.ly/4bew3nZ
Lila and Bubba here to wish you a happy Friday, and a happy birthday to their dad who is celebrating a BIG birthday today! 🎉
✋ Tired of endless data entry? Then don't miss our webinar tomorrow at 12 PM CT with LeadCenter.AI, where we'll walk you through how to reduce data entry & manual reporting to focus on actual production. ⏱️ Register now to save your seat! bit.ly/4aLIG9Q
Mason says to enjoy those spring blooms this weekend! 🌷 🌸 🌼 #bestpawforward
👋 Say hi to March's winners of our #BestPawForward Photo Challenge... 🥁👀 Congratulations to Molly, Stella, & Mr. Butters! 🐾 Don't forget to submit your best pal for a chance to see them splashed across our login screen next month! Here's how 👉 bit.ly/3J59LZV
🤯 Tired of juggling multiple devices and still feeling disconnected, #financialadvisors? Stop imagining a world where your communication tools seamlessly integrate with #RedtailCRM; it's here! Join us tomorrow at 12 PM CT with @intulse to learn how: bit.ly/3vzgxnl
We're hopping into the weekend a little early. 🌱 Please note the Redtail offices are closed Friday, March 29, in observance of Good Friday. Along with @orionwealthtech, we follow the New York Stock Exchange holiday schedule. Have a wonderful weekend! 😊
🤖 Still waiting to embrace #AI? AI can do more than just transform your workflow; it can revolutionize client service and operational excellence. See how in our groundbreaking webinar tomorrow at 12 PM CT with game-changing AI Assistant @cognicor: bit.ly/4cvbdC2
Don't miss today's webinar with Tad Herrington, founder of #AdviceGuide, at 12 PM CT! He'll discuss the inevitable communication challenges between front, mid, and back-office staff — plus, how to use your #CRM to make sure everyone's on the same page 👉 bit.ly/3IJjQv8
The preparation before the party. Y’all better be ready for a good time at #OrionAscent, I know I am. @orionwealthtech @RedtailCRM
👋 Say hi to February's winners of our #BestPawForward Photo Challenge... 🥁👀 Congratulations to Chester, Nash, Gretzky & Kessel! 🐾
🧐 Are you taking the right steps to future-proof your practice? Find out tomorrow at 12 PM CT to learn how integrating #CircleBlack & #RedtailCRM can: streamline your ops, enhance client engagement, & drive new business towards new! 🚀 ⏱️ Register now: bit.ly/48yHdSR
⏰ Research suggests that the best learning is done in 10-minute increments, so we've designed the content in the Orion Advisor Academy courses to be 10 minute(ish) with brain breaks like the below! Get access to more in #OrionAdvisorAcademy today! bit.ly/3MWTyrM]
🧐 Why should #financialadvisors use investment policy statements? Find out tomorrow at 12 PM CT with @AndesWealth! You'll learn how your Investment Policy Statement protects you & your clients + how to easily build an IPS generator: bit.ly/48qnwMQ 🚀
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
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
Max Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
PENNY PHILLIPS @ThrivosLLC
8K 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
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Elena Krasnow @elenaspeaking
2K Followers 950 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Liv Gagnon 🎵 @LIVgagnon
1K Followers 912 Following Co-founder @hellochoir | Committed to putting underrepresented Voices on conference stages | PR & Brand specialist for mission-driven co's
Travis Gatzemeier, CF.. @T_Gatzemeier
6K Followers 789 Following Outdoorsman | Biz owner | Building a world-class financial and investment planning firm for entrepreneurs and stock-compensated professionals
Diana Cabrices @dianacabrices
2K Followers 1K Following fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemos
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial advisors drive growth with better marketing and branding 🚀 | Some DIY 🛠 gardening 🌱and dad 👨👩👦 stuff too
Torie Happe @TorieHappe
2K Followers 802 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
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
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
cx @Coux11
24 Followers 835 Following
Solid Spyder @solidspyder96
1K Followers 783 Following Forex trader, work in sales, sometimes funny. I steal memes & post other cool stuff. Follow me to see more!
Izu Izu @lzuchukwuSamson
574 Followers 545 Following
Ryan Glover, CFP® @tarheeladvisors
500 Followers 377 Following CFP® and founding partner at Tarheel Advisors, LLC. @UNC alumni. Tweets are opinions and likely have multiple spelling errors.
Luumar @luumar_uas
178 Followers 467 Following Unmanned aircraft services. Agriculture, cargo, and imagery with the most innovative remote aerial vehicles.
Brandon Stuerke @Brandon_Stuerke
7 Followers 18 Following
🤴Edsøn Líma 17 &.. @17Filhao
408 Followers 8K Following 🤴Edsøn Líma CEØ 0017XVi! ...™ 👑👀👽🌐E™✈️🚀🛰 •|🌐ETEC___ 📊Bolsa de Valores @YahooFinance 📉💹🏧 @CasaReal 👸E👸🏻ML👸🏽EL
Tams24 @Tams241
85 Followers 153 Following
65tzymqdzly67ecq @85lu8m5hej
10 Followers 766 Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 network
Tim Kurth @TimKurth13
19 Followers 29 Following
Ryan Oldmixon, RICP®.. @RyanOldmixonGFG
45 Followers 216 Following Financial Advisor with Gorra Financial Group
Dave Donhoff @F3Guero
759 Followers 3K Following Dad/Hubs/Bro/Son/Warrior/Friend... Financial knight... Chief strategerist and navigationer at Leverage Planners Wealth Management, LLC
Ari Wax @fluidwax
348 Followers 1K Following Founder at Fluid Markets (YC W23), Yeshiva University alum
Future Benefits @_FutureBenefits
75 Followers 357 Following Securities offered through LPL Financial, Member SIPC https://t.co/ByaEosHXVh
@realkevins1 @realkevins1
85 Followers 99 Following Blaire's Husband, brother and brother in-law, dog father, son to Connie
Gary L McPherson II @4planPrtnr
10 Followers 14 Following A financial services firm committed to client success through independent approach. MFPR harnesses cutting-edge technology to manage plan and minimize costs.
Pat Briskey @PatBriskey
320 Followers 641 Following Investment firm owner, father, and husband. Unaffiliated with any political party. Ice cream parties are less stressful.
Intulse @intulse
75 Followers 544 Following Hosted VoIP service for large & small businesses. Cloud VoIP services (hosted PBX) and virtual phone systems. Managed VoIP provider in USA.
Kendra Wright @kendrarockslife
1K Followers 946 Following 💻 Owner of marketing agency in finance @rebel_agency 🎤 TEDx Speaker 🤩 Experience collector 🚐 RV’d 48 states 👊🏻 850+ comfort zone challenges #YearOfFear
ueueuuri @EvelynCeli17860
10 Followers 333 Following
MyNextCRM @mynextcrm
1 Followers 103 Following
Patrick B Parker @patbparker
271 Followers 136 Following Chief of Product @ Fynancial | The First Social Financial Platform (SFP) for High-Growth RIAs | Forbes Tech Council | #WealthTech | Digital Transformation for R
Jim Inman @jiminmanjr
235 Followers 675 Following Nice guy. Funny. Dog lover. Live music fan. Radio host. Jeep Wrangler turned Toyota FJ driver. Bring on the tunes!
Insights_JohnA @Insights_JohnA
50 Followers 175 Following Advisor Growth & Engagement | Experienced Sales, Management & Consulting Leader | Practice Mgmt. Strategist | Public Speaker | Whitepaper Author | Board Member
Dzurtz @Dzurtz1
4 Followers 51 Following
Trina Urban @urban_trina
25 Followers 125 Following
Dominic Jenkins @dominic33888
6 Followers 189 Following Advisors come to us when they want to partner with CPAs.
Jamie Singleton @singleton_70281
0 Followers 1 Following
Jeff Morgan @finadvisortech
2 Followers 73 Following
Dani♕ @Dani_Witt
149 Followers 245 Following
Malecki Financial Gro.. @TheMaleckiGroup
23 Followers 17 Following Meet the obstacles on the journey to financial security with confidence. Malecki Financial Group can help along the way.
Kalli Collective @KalliCollective
116 Followers 615 Following Financial Industry marketing for Savvy Advisors. Video, Social Media, Web Design and more. If we don't do it, you don't need it.
FynancialMick @FynancialMick
13 Followers 94 Following
Steve Smit @Your401kCFP
2 Followers 5 Following
Pat Lanotte, CFP® @FullSpectrumFS
6 Followers 32 Following Senior financial planner and principal owner at Full Spectrum Financial Solutions specializing in retirement income planning.
Alexander Langan @LanganESQ
59 Followers 314 Following Institutional Investment Consultant, Attorney, Emerging Philanthropist.
Otis Enoch @holdtheline100
161 Followers 499 Following Author: Logic & Reason - Emotion & Feelings : Vocabulary Workbook https://t.co/73dGES21bU
isaacellis @isaacellis31531
37 Followers 433 Following
Jason Payne @jfpcfp06
56 Followers 123 Following
Reagan Hogan @reagan_hog13595
46 Followers 471 Following
GSA @gregaagaard
48 Followers 121 Following
David Buzo, MBA⚡️ @TheDavidBuzo
880 Followers 2K Following Chief Marketing Officer at Independent Advisor Alliance | Securities offered through LPL Financial, Member SIPC https://t.co/dsZdqFubdK
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
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
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
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Ryan Detrick, CMT @RyanDetrick
150K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ and host to the Facts vs Feelings podcast Advisory services through CWM, LLC, RIA
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Elena Krasnow @elenaspeaking
2K Followers 950 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Stephanie Bogan @Steph_Bogan
3K Followers 406 Following Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer
Liv Gagnon 🎵 @LIVgagnon
1K Followers 912 Following Co-founder @hellochoir | Committed to putting underrepresented Voices on conference stages | PR & Brand specialist for mission-driven co's
Diana Cabrices @dianacabrices
2K Followers 1K Following fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemos
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial advisors drive growth with better marketing and branding 🚀 | Some DIY 🛠 gardening 🌱and dad 👨👩👦 stuff too
Torie Happe @TorieHappe
2K Followers 802 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
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
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Rusty Vanneman, CMT, .. @RustyVanneman
944 Followers 1K Following Chief Investment Officer. Co-Host "The Weighing Machine" podcast. Author of "Higher Calling”. Silver Paddler / Adventurous Smoothie-Maker / Hunter of Awesome
WeRateDogs @dog_rates
9.2M Followers 25 Following Your Only Source For Professional Dog Ratings Instagram and Facebook ➜ WeRateDogs [email protected] | nonprofit: @15outof10 ⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀
Kathi Balasek @kathi_balasek
443 Followers 689 Following Speaker/Consultant/Asst. Prof. Empathy & Grief Informed Professional! I teach grief literacy communication to people. FIND me on LinkedIn Kathi Balasek
RFG Advisory @RFGAdvisory
231 Followers 119 Following Investment advice offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services.
Shannon Spotswood @sspotswoodrfg
545 Followers 381 Following President of RFG Advisory. Advisory services through RFG Advisory, LLC, Registered Investment Advisor.
Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰
Aaron @aaronspradlin
127 Followers 208 Following 🚀 Innovative #CIO & former #CTO with expertise in #DigitalTransformation, #Innovation, #Leadership, #BusinessDev & #SoftwareEng. 🌟
Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
Becky Niiya @NiiyaBecky
67 Followers 284 Following
Community Rewards @CommRewards
251K Followers 477 Following We are an app for apartment renters that rewards them for their loyalty and community engagement.
Bento Engine Inc. @BentoEngine
239 Followers 224 Following Empowering Financial Advisors to lead with advice so that families thrive, and practices grow. Scaling Moments That Matter.
Catchlight @CatchlightAI
72 Followers 171 Following Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, & be increasingly effective in converting leads.
Building Blocks Finan.. @BlocksPlanning
14 Followers 84 Following Our team is dedicated to help you reach your personal, professional and business financial Goals. https://t.co/needMhe8h7
Smith.ai @smithdotai
997 Followers 1K Following We combine live agents and AI to provide 24/7 virtual receptionist service for phone calls, chats & texts — for businesses small & large, attorneys to eCommerce
Carolina RP @CarolinaRetire
33 Followers 146 Following Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Carolina Retirement Planners are not affiliated companies.
@InvestWithCy @investwithcy
29 Followers 71 Following @wbiinvestments TAMP #riskmanaged Game-changing advisor assisted portfolio optimization software Disclosures https://t.co/LuW8Hgbmkq
The DeadCaitBounce Ex.. @DCBExperience
3K Followers 374 Following The crypto podcast for TradFi people // Onboarding for the future of finance with @DeadCaitBounce
Bill Conallen @BConallen
1K Followers 2K Following Proud Philadelphian and Strategic Communicator. Avid 4 for 4 sports fan. @StJohnsU and @NewhouseSU alum.
Onramp Academy @OnrampAcademy
2K Followers 136 Following The cryptocurrency and digital asset education platform for financial advisors @onrampinvest | Educate Before You Allocate™
AFO|Wealth Management.. @WealthManagem19
206 Followers 1K Following We help CPAs build a custom brand, drive qualified traffic via data-driven digital marketing & execute wealth management growth strategies. DM us to find out.
Turncast @TurncastNetwork
108 Followers 154 Following 🎙️ We help financial services and fintech companies grow through podcasting!
Gresham Financial @GreshamFinance
2K Followers 2K Following We are a full-service #Tax & #Acccounting firm. We offer a broad range of services for #BusinessOwners, executives, and independent professionals.
Inspire Advisors, LLC.. @InspireFremont
21 Followers 299 Following
Onramp Invest, a Secu.. @Onrampinvest
5K Followers 437 Following Connecting advisors to modern alternative investments for their clients. Access with no platform fees or start-up fees 🙌 Let's talk: https://t.co/u8LgTK2zeD
Kelly Jobe Durso @kellydjobe
51 Followers 192 Following Advocate to RIAs, Working Mom of 2, Avid traveler and runner
Greg Baker - Integrit.. @integritywmg
79 Followers 154 Following LPL Financial Advisor Securities offered through LPL Financial, Member FINRA/SIPC. https://t.co/BUAslND5HK and https://t.co/ViBlByqNGJ
Scott Serfass @ScottSerfass
97 Followers 196 Following Securities offered through LPL Financial, Member SIPC https://t.co/btjDRa8w8g. WakePointe Wealth Advisors is an other business name of Independent Advisor Alliance, LLC
STP Investment Servic.. @STPIS
212 Followers 207 Following #Fintech and global investment operations firm that provides front, middle, and back-office solutions to funds, family offices, and wealth managers.
Skyler Mills @lifeworks_mills
165 Followers 603 Following Head of Digital Content @Lifeworks_RIA | 2020 ScratchWorks winner | Co-creator of award-nominated The Future of Advice™ Podcast 🎥 | All tweets are my own
Jeremy A. Pearce @JeremyAPearce
409 Followers 642 Following Financial Advisor at SharePower Responsible Investing (Securities offered through Cambridge Investment Research, Inc., member FINRA/SIPC)
Lifeworks Advisors @Lifeworks_RIA
89 Followers 9 Following We are an RIA and technology firm building the future of advice.
Lasso @thelassoapp
63 Followers 89 Following We connect investors and advisors with free, community-driven financial planning tools. Got a financial goal? We're here to help you reach it.
Dusten Long @DustenLong
18 Followers 71 Following Financial Services Leader | Motorcycle Enthusiast | Lifelong Learner
Nicholas Jenkins @NicholasTreyJ
937 Followers 636 Following Financial Paraplanner | LSU alum 🐯 | Advocate for helping youth & underserved communities | Habakkuk 2:3 👑 | Tweets ≠ advice.
Diversified LLC @DiversifiedLLC_
47 Followers 122 Following At Diversified, we invest in your happiness. Visit us at https://t.co/de1nGCzotV to learn more.
Alexandra Zendrian @azendrian
1K Followers 3K Following Editor-in-Chief, Hospitality News. PR and writing hands to several. Comments my own; RTs not endorsements.
SigniFI Elite Advisor.. @SigniFIAdvisors
37 Followers 77 Following Marketing strategy, scale & service for driven financial advisors https://t.co/KJJtUzXf3z
Sacramento Children's.. @SacKidsMuseum
3K Followers 2K Following Sacramento Children's Museum is a nonprofit educational & cultural institution providing exciting, hands-on learning experiences for children ages 0 to 8.
IconTrust, LLC @IconTrustNV
1K 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.
Tucker Advisors @Tucker_Advisors
2K Followers 2K Following Field Marketing Organization founded by Karlan Tucker - We help advisors put themselves in front of qualified prospects
Jackson Sams Wealth S.. @jacksonsamsws
223 Followers 259 Following Financial Advisor - Helping women secure their financial futures so they can sleep well at night
The Planning Desk Pod.. @ThePlanningDesk
114 Followers 84 Following Bi-weekly podcast covering all things #FinTech and #FinancialPlanning. Hosted by @anthonystich and @BurmeisterTom of @NaviPlan.
GEM Wealth Management @GemWealthMgmt
58 Followers 161 Following Securities offered through LPL Financial, Member FINRA/SIPC https://t.co/qfrABTYmH3 https://t.co/mR6wv0MrL0
Shireen Fernie @FernieShireen
191 Followers 472 Following Director of Carbon Financial. In my spare time I love gardening, walking, cooking, reading , yoga 🧘♀️ and being a Mum. All views are my own.
📉 Sit down with @RustyVanneman, CMT, CFA, BFA™, CIO – Wealth Management, as he shares his musings for this week's #marketupdate. 😊 Easily share #markettrends with clients with our investor-ready version when you subscribe to our newsletter: bit.ly/3svsVmY
Mark your calendars for 4/30 @ 1PM ET/12PM CT where @RedtailCRM & YCharts reveal key integration features for supercharging portfolio generation & client communication⚙️📈 Register for 10% off your first month of a YCharts Professional subscription ➡️ hubs.la/Q02tLPWr0
✋ Tired of endless data entry? Then don't miss our webinar tomorrow at 12 PM CT with LeadCenter.AI, where we'll walk you through how to reduce data entry & manual reporting to focus on actual production. ⏱️ Register now to save your seat! bit.ly/4aLIG9Q
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
@RedtailCRM I like the new look, with the latest fonts and style. Good work, as always!
@redtailtech @RiverCats We gotta catch a game this year!
Don't miss our upcoming webinar with our friends at #RedtailCRM - stop relying on mediocre communication systems!
🤯 Tired of juggling multiple devices and still feeling disconnected, #financialadvisors? Stop imagining a world where your communication tools seamlessly integrate with #RedtailCRM; it's here! Join us tomorrow at 12 PM CT with @intulse to learn how: bit.ly/3vzgxnl
Still reminiscing on the AMAZING time we had in San Diego attending #OrionAscent 2024 and another @RedtailCRM university!
We've got a special guest on today's #TresCoronas: the man @j04_g3 himself! Dig in for a discussion recorded live at @orionwealthtech #OrionAscent around #BeFi and much more 👇
What if your phone system did more? Join us for a 30 minute webinar on Tuesday, April 2nd, at 12pm with our friends from Redtail as we look at how Intulse and @RedtailCRM can work together to get more done, easier and faster. Register now: event.on24.com/wcc/r/4530188/…
And that's a wrap! The entire @orion crew gave 110% and delivered the best #OrionAscent I've ever attended. Well done!
The man the legend! @RickyRedtail #OrionAscent #BlockParty
Block party at #OrionAscent w/ @encoreestates Matt Morris
Our very own Zachary Stone, VP | Operations, was asked to sit on a panel at the #orionascent conference this week. Zach shared how we use Orion to create a scalable system and efficiently leverage technology during times of growth.
What. A. Night. 😆🎤🔥 @dollarsanddata @natalieodellPR @ShannonRosic @SidLSnyder #OrionAscent
I want to be big! #OrionAscent #Gaslamp
Congratulations to @orionwealthtech for another successful conference. Ascent 2024 was informative, enlightening, and a lot of fun! The @TradePMR team enjoyed connecting with so many of you in attendance. #OrionAscent #RIA #WealthManagement #FinancialAdvisor
Alright boys and girls, I wanna know what your post #OrionAscent sleep stats were. I basically went into a coma for half a day after such an amazing week with you all. @orionwealthtech @RedtailCRM
Phil Toews’ breakout at Orion Ascent ‘The Blindspot That Could Cost You: What Clients Want from Their Advisor and Their Portfolio’ helped advisors think about client needs from a fresh, modern angle. #OrionAscent 6485906 MK
We had a blast at #OrionAscent! 📷 The wealth.com team had an amazing time in San Diego connecting with valued partners, clients and friends. We're already looking forward to next year's conference! If you didn't have a chance to stop by for a demo and you'd like…
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