XYPN @XYPlanning
XYPN supports #advisors who want to start, run, and grow their own #RIA and serve #GenX and #GenY clients. Founded by @R_Alan_Moore and @MichaelKitces xyplanningnetwork.com United States Joined January 2014-
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Hey NAPFA Spring Conference attendees, and those in the Fort Worth area! 👋 Join XYPN Executive Business Coach, Maddy Roche, at T&P Tavern on Friday, May 10 at 5 PM CT to connect with other like-minded advisors at our XYPN Social! Save your spot: hubs.ly/Q02vcDdH0
Join Scott Frank for a one-day #XYPNLIVE post-con as he helps you feel more connected to the Life Planning community 🎟️ Exclusively for Registered Life Planner® designees and EVOKE® Training grads Learn more & register today → hubs.ly/Q02rVbPz0
Wondering about the realities of moving from employment at a broker-dealer to launching your own RIA? Join this AMA with XYPN Members Marianne Nolte, CFP® and Erik Nero, CFP®, CCFC on Wednesday May 1 @ 10 AM PT/ 1 PM ET! REGISTER HERE: hubs.ly/Q02s9kg90
📣 XYPN is rolling into your area and sponsoring a local meet-up with host Kevin Cheeks! When: Thursday, May 2 @ 4 PM PT Where: Spark Social SF | San Francisco, CA RSVP today: hubs.ly/Q02hrF7N0
Who has time for the due diligence it takes to stay on top of the best-in-class RIA software solutions? Our experts do! XYPN’s Director of Partnerships shares the best-in-class tech for fee-for-service planners in the XYPN Launch Sequence → hubs.ly/Q02rT-Cl0
In today's blog, Gabe Rissman, President and Co-Founder of YourStake, shares more about the power of AI and how financial advisors can stay ahead of the curve. hubs.ly/Q02tCz5T0
XYPN is rolling into your area and sponsoring a local meet-up with hosts Kelly Klingaman and Maddy Roche! When: Mon, May 6 @ 6:00 PM Where: Radio Coffee & Beer | Austin, TX RSVP today: hubs.ly/Q02mhd720
Join us next week, April 23 at 1 PM ET/10 AM PT for a CE-eligible webinar with YourStake! Register Here: hubs.ly/Q02rTBF30
📆 Upcoming Webinar: What Makes Betterment for Advisors Better for Planning-Focused Advisors Register Here: hubs.ly/Q02sKMhg0
Join Mary Zimmerman and Scott Frank for this two-day Pre-Con at #XYPNLIVE 2024. → Day 1: Sunday, October 13 → Day 2: Monday, October 14 Learn more & register today → hubs.ly/Q02rV7lK0
✈️ Wondering when to book travel to #XYPNLIVE? With our new schedule, fly in the to join us in kicking off XYPN LIVE at 1:30 PM CT on October15. We'll close things out on Thursday, October 17 with a big celebration at our closing party from 7-10 PM CT → hubs.ly/Q02shZF80
🎉SPECIAL 10TH ANNIVERSARY EPISODE! Tune in and learn about: 📌XYPN's OG story 📌The problems XYPN solved for and how being mission-driven drives growth 📌The next ten years: what's in store for XYPN Listen or Watch:hubs.ly/Q02tbQk70 YouTube: hubs.ly/Q02tbntw0
🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win A SNEAK PEEK OF THE NEW FFS BOOK. LAST DAY only open 9 AM MT, April 17 - 9 AM MT, April 18, so your chances are 📈 Non-XYPN members enter here: hubs.ly/Q02rJc4-0
XYPN From “NextGen” to the “NextTen:” A Growth Story hubs.ly/Q02t7qTT0
🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win A FREE TOTE COOLER. DAY 9 of 10 giveaways only open 9 AM MT, April 16 - 9 AM MT, April 17, so your chances are 📈 Non-XYPN members enter here: hubs.ly/Q02rJb690
Did you hear the news? The #XYPNLIVE 2024 Pre-Con lineup is live! 👏 Explore the full list of #XYPNLIVE 2024's add-on events and grab your pass to join us in Minneapolis → hubs.ly/Q02r9qXh0
Learn what tech has been a key problem solver for XYPN member, Cathy Curtis, CFP® in XYPN Radio Episode #384 Listen or Watch: hubs.ly/Q02sY0Y60 YouTube: hubs.ly/Q02sXPm70 Spotify: hubs.ly/Q02sY8k10 Apple Podcasts: hubs.ly/Q02sXVbW0
🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win A FREE SWEATSHIRT. DAY 8 of 10 giveaways only open 9 AM MT, April 15 - 9 AM MT, April 16, so your chances are 📈 Non-XYPN members enter here: hubs.ly/Q02rJ8rC0
In the latest blog from our "How I Did It" series, we explore the journey of XYPN member Chandler Fugate-Laus, owner of Moneyfluent. hubs.ly/Q02sT1md0
Did you catch the #XYPNLIVE 2024 Pre-Con lineup? Explore our full list of this year's add-on events and grab your pass to join us in Minneapolis → hubs.ly/Q02pFXCj0
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
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
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 🏋🏻♀️
Rick Ferri, CFA @Rick_Ferri
27K Followers 615 Following Author of several index fund, ETF, and asset allocation books; "Bogleheads on Investing” podcast host; by-the-hour advice; retired Marine fighter pilot.
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
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.
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.
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
Christine Benz @christine_benz
32K Followers 1K Following Director of personal finance and retirement planning for Morningstar + co-host of The Long View podcast. Serving up practical financial guidance for the people.
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.
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
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
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.
Elliott Appel @ElliottMAppel
2K Followers 1K Following Founder and Financial Planner, Kindness Financial Planning. Tweets not advice. https://t.co/Xk1RcH2hSf
Colton Etherton, CFP�.. @thetattooadvisr
2K Followers 1K Following Unique Websites for Financial Advisors + Advisor Success at @get_elements tweets≠advice
Zach Ashburn @zachary_ashburn
2K Followers 768 Following Tax and Investment Planning for Consultants and fCxOs CFP® Professional and IRS Enrolled Agent Tweets≠advice
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
Will Venturi @AviaraWealth
26 Followers 103 Following On a mission to help pre-IPO tech professionals rise above the clouds of uncertainty and soar into financial freedom.
Leigh Gilbert @gilbe98285
2 Followers 14 Following
Ryan P. McGonigal @BIGR32
587 Followers 4K Following Husband, Father of Maggie, Jack and Kate, Brother & Son. Mt. St. Joe Grad. Played D1 baseball at Towson Univ. O's, WFT, Hoyas, Caps fan. Huge fan of democracy.
Kurt Dupuis @Tigerbait5600
62 Followers 570 Following Louisiana raised. Mexico, Pittsburgh and Atlanta aged.
Connor @cac2174
4 Followers 49 Following
Jake Skelhorn, CFP® @JakefromSpark
32 Followers 31 Following Partner @ Spark Wealth Advisors • I help you organize and optimize your finances so you can live your best life, now and later.
Vladyslav Blahun @vladyslavblahun
49 Followers 890 Following I design websites for advisors, empowering them to bolster their credibility and inspire trust.
Michael Beatty @MikeNBeatty
0 Followers 6 Following
fox1 @brickelldeli
79 Followers 443 Following
jeff hussey @jeffhussey7
1 Followers 341 Following
kj @KeatonLeslie12
475 Followers 507 Following
Tim Lyons @TimLyon49554711
77 Followers 210 Following
JTrades @_BobTheBuilder3
497 Followers 992 Following I am an investor with a focus on growth stocks, constantly seeking out the next big winners. With 25 years of experience in this field, I am a lifelong student
colin posch @colinposch
192 Followers 382 Following
Viraj Sadarangani @VKSadarangani
116 Followers 2K Following Founder building something new. Previously long/short public equity tech investor, private equity, and Bain & Co.
John Stonkton 🗯 @stonktonjohn12
136 Followers 509 Following
Randy L. Puckett @randy_puckett
75 Followers 431 Following
curious cougar @BYU4lyfe
313 Followers 3K Following member of the Church of Jesus Christ of Latter-day Saints #letGodprevail #HearHim #ThinkCelestially child of God, child of the covenant, and disciple of Christ
SAM - TU ASESOR LATIN.. @asesor_latino
97 Followers 1K Following Agente Internacional de Seguros Personales y Financieros para Latinos y Expatriados en el 🌎 - La mejor inversión es la que más te paga cuando más lo necesitas.
Dr. Horchundo “Book.. @DrPargos
96 Followers 214 Following Nobel Lauearete. Quant fund @ Singapore (remote). Pondering large questions and building a global network through implementing social media networks
#letsgorangers @simonkr36cha
707 Followers 5K Following #nyrangers, sports, finance, business, news and tech. *rts not endorsements
Derek Gardella @GardellaDerek
0 Followers 237 Following
Harlequin @Wearedoingwhat
45 Followers 233 Following
Amol Patil @a_patil
260 Followers 920 Following Building something in financial advisory | prev @Square, @Cartainc, WePay (acq by Chase) | 🇨🇦 🍁|
Disallow Non-Citizen .. @elwhitelatino
86 Followers 348 Following
Cheena Srinivasan @_csri
157 Followers 923 Following 20+ Year Tech Founder & Rebuilder Driving Innovative Product Vision into Fast Growth Companies
Bartley Financial @Bartley_FIN
38 Followers 58 Following At Bartley Financial Advisors we listen to help you crystallize your vision, your life’s dreams and work with you to make it a reality.
Rocky Tomasi @RockyTomasi265
11 Followers 18 Following
Cole Dimond @colejdimond
16 Followers 96 Following
Javier Morodo @JavierMtzMorodo
15K Followers 3K Following Estratega de la Riqueza 📚 Te ayudo a generar #Riqueza exponencial en @revdelariqueza 💰 Inversionista 🐐 Podcaster 🎸
Ben @beninidaho
111 Followers 159 Following Financial Planner in Pacific Northwest | Angel's ⚾️ Fan |
Anandraj Mahor @AnandrajMahor1
9 Followers 123 Following I have served in Various Industries Including Real Estate, Legal, and Financial Services for 8 years and have expertise in Financial Planning.
Chris Craigen @ccraigen1997
101 Followers 59 Following
jarrid berry @pearsonvue100
349 Followers 3K Following
David Bowman @DavidCBowmanCFP
21 Followers 49 Following
Kyle Sullivan @KyleSul68512052
1 Followers 15 Following
WealthGuides @mywealthguides
21 Followers 7 Following Wealth Building and Preserving with the help of a Guide
Sean Rawlings @seanrawl
267 Followers 409 Following Founder of WealthBound Advisors - Financial planning reimagined for millennials. Tweets are not advice.
Paul Morris @PaulMorrisIFA
68 Followers 117 Following Financial Planner helping clients focus on their financial wellbeing. I enjoy walking my dogs Fred and Bert, running and skiing. Views are my own.
Chuck @Chuck4931971874
26 Followers 23 Following
Kirtan Bhatt⚡️�.. @kirtanbhattcfp
263 Followers 1K Following On a mission to help 10k families achieve Financial Freedom 🚀 🛠️ building @turtlefolio to create Wealth and Happiness through Goal Based Investment. 💰🚀
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
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Meg Bartelt, CFP®, R.. @MegBartelt
4K Followers 102 Following Financial planner. I help early/mid career women in tech build wealth through IPOs...and then protect and use that wealth once you "retire."
Rick Ferri, CFA @Rick_Ferri
27K Followers 615 Following Author of several index fund, ETF, and asset allocation books; "Bogleheads on Investing” podcast host; by-the-hour advice; retired Marine fighter pilot.
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
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
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
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.
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.
Carolyn McClanahan @CarolynMcC
18K Followers 3K Following Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @BarronsOnline @Forbes
Hannah Moore, CFP® @thehannahjmoore
3K Followers 799 Following 🧮 Number loving creative 💝 Financial Planning Evangelist 🚀 Changing the way people think and talk about money
Jude Boudreaux CFP® @HJudeBoudreaux
9K Followers 4K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
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.
Taylor Schulte, CFP® @DefineFinancial
7K Followers 982 Following Define Financial • @Investopedia Top 5 Advisor • @TheAdvisorGC • Experiments in Advisor Marketing Podcast • Stay Wealthy Podcast • @Kiplinger contributor
Jon Luskin, CFP® @JonLuskin
5K Followers 443 Following Hourly Advice for Do-It-Yourself Investors. '@Bogleheads® Live' host. Advice-Only #CFP®. #fiduciary. Tweets ≠ Advice. https://t.co/GJqMxem3Cr
Scott Frank @scott_r_frank
2K Followers 930 Following Husband. Father. CFP®. Surfer. Teacher. I guide clients to their own financial answers. Tweets aren't advice.
Fiscal Dynamics @FiscalDynamics
23 Followers 181 Following What's your score? Mission: Financial Freedom For All. Key Questions: Where are you now? Is that good?
Joel Wymer @smartmoney_4U
1K Followers 3K Following Christian, Husband, Dad, Financial Strategist, Elvis fan
Amber Miller, CFP® @amberwrmiller
171 Followers 401 Following financial feminist, avid adventurer, competitive rower and anything involving veggie pizza, audiobooks or the color pink.
Craig Stephens | RBD @RetireBeforeDad
3K Followers 1K Following DIY investing, retirement, and personal finance. Founder/Writer @RetireBeforeDad and @AccessIPOs. #T1D Dad
The Frost/Samson Grp @Frost_SamsonMS
82 Followers 526 Following Financial Advisors at MS. We see our clients as people with unique goals and circumstances that determine the strategies we develop. NMLS#1520227 Visit our site
Brian Walsh Jr., CFP�.. @BWalshAdvisor
276 Followers 641 Following Girl Dad. Washed up golfer. Founder of Vested Advisors....CERTIFIED FINANCIAL PLANNER™. Tweets not investment advice.
Bill Nicklin @wtnicklin
426 Followers 390 Following Always be learning. Always be educating. Financial life. CEO, Horsesmouth. The brain as the next frontier. Discovering music.
Maranantha Financial @allocationlink
15 Followers 11 Following Financial Planning the way it should be, affordable and accessible all. Investment advisory that is low cost, cutting edge and smart.
Christopher Flis @ResilientAM
342 Followers 819 Following Financial Planner assisting Senior Members of the United States Military with their retirement goals and financial needs
Endowment Wealth Mana.. @endowmentwm
872 Followers 3K Following We provide wealth sustainability for families, endowments, and retirement plans through our Endowment Investment Philosophy®. Tweets are not investment advice.
David Baer @baermktg
14K Followers 540 Following Implementing A.I. for marketers, professionals, & small businesses | Experienced marketer since 1996 | https://t.co/uUwbEf1roi
Dr. Eric Grabowsky @DrEricGrabowsky
159K Followers 214K Following Rhetorical Studies, Freelance Journalism, and Communication Consulting #OSINT #tcot Sharing of items is not an endorsement of all content. @ColdCaseWeb
PTC Consulting @ptc_consulting
962 Followers 3K Following We bring unique stellar experts sharing diverse cybersecurity experiences from private, and public sectors, and U.S. federal government.
Scott Campbell, CFP, .. @LiveBoldlyAB
35 Followers 75 Following Father & Husband 👪 Certified Financial Planner 💰 Obstacle Course Racer 🏃♂️ I help my clients do more with their money #YEG #YYC
Catherine Morgan @themoneypanel
5K Followers 5K Following Financial Coaching Trainer/#1 best selling Author - Its not about the money/Financial Educator/Former Financial Planner
Schwab Network @SchwabNetwork
66K Followers 2K Following Empowering every investor & trader, every market day with timely financial news & expert insights. RT≠ endorsement. Imp Discl: https://t.co/PjwPtVTPpv
eMoney Advisor @eMoneyAdvisor
14K Followers 6K Following eMoney is the leading provider of technology solutions and services that help people talk about money.
XYPN Canada @xypncanada
37 Followers 56 Following XYPN Canada supports new and existing #planners who want to grow their #feeonly financial planning firms and serve #GenX and #GenY clients in Canada.
Anthony Reynolds, CFP.. @tweynolds
108 Followers 176 Following CERTIFIED FINANCIAL PLANNER™ | SPEAKER | COMBAT VETERAN, COMMANDER | HAWKEYE
Jeff Brainard, CFP® @j_alton_brainz
201 Followers 465 Following Financial Planner | Co-Founder of Noble Wealth Partners | Believer in the Fiduciary Standard | Card carrying ETF Junkie
The Work Spot @TheWorkSpotMT
166 Followers 571 Following Follow link in bio to connect with Montana, professionally. Online hub to find top MT jobs, discover top MT companies + keep a pulse on MT business, in one spot
Justin Pritchard, CFP.. @PFBasics
485 Followers 986 Following Fee-only CFP® practitioner (also @ApproachFP). Retirement planning enthusiast.
Kris Wall @KrisRWall
945 Followers 2K Following #FloridaAtlantic #FAUAlumni #WinningInParadise #ParadiseClub
RightCapital - Right .. @RightCapitalHQ
3K Followers 1K Following RightCapital makes the #financialplanning process a breeze for #advisors and clients. Let's build plans to help your clients achieve their #financialgoals.
Larry Swedroe @larryswedroe
18K Followers 183 Following My life's mission is to educate people about the right way to invest. Head of financial and economic research at Buckingham Wealth Partners. Opinions are mine.
Bitcoin for President.. @golfwinch
2K Followers 215 Following #npub19s443yh7mppcr8p8uclma4heu22wz08wfl4jvz7ljqf4s842x4xsrfufvh Bitcoin is the new money. Fiat is the old way. Learning is the way to decipher the future.
Angel Melgoza, CFP® @amelgoza_tx
119 Followers 122 Following Virtual Financial Planner helping people through life transitions one plan at a time.
Snappy Kraken @SnappyKraken
5K Followers 3K Following A complete digital marketing system for financial advisors who care about meaningful connections.
Jason Cooke, CFP® @JasonCookeCFP
354 Followers 381 Following CERTIFIED FINANCIAL PLANNER™ , Dad, Coach, Mathlete trying to make the world a better place.
Alex Chalekian @AlexChalekian
13K Followers 5K Following Helping people achieve financial freedom for over 25 years. CEO @Lake_Avenue | Founder @Futurvest
Kayla Sloan @kaylarsloan
2K Followers 192 Following Business Coach for #VirtualAssistants Check out my free workshop to learn how to become a #VA in 5 easy steps: https://t.co/JHs6nid7xJ
Amy Irvine @amyirvineadvise
505 Followers 385 Following (CFP®, EA, MPAS®) Rooted Planning Group-formerly Irvine Wealth PS. I get to do what I love every day! Financial Planner. Wine Enthusiast. Email me for ADV Disc.
Sedai Wealth @sedaiwealth
2K Followers 37 Following Fee-Only Registered Investment Advisor | Formerly Ascent Wealth
Eric Somsel @EricSomsel
131 Followers 2K Following Husband. Father. Love Michigan, Baseball, Hockey, Food, and Learning.
Oscar R. Vives Ortiz @OscarRVives
114 Followers 179 Following Child of God. CPA Financial Planner passionate about helping people achieve their dreams! Interests: All things Family/Faith/Finance/Sports. Love to Salsa/Zumba
Mia Nakaji Monnier (�.. @miagabb
1K Followers 560 Following writer & editor / @BlackWarriorRev nonfiction contest winner '21 / @Tin_House alum
Michelle Singletary @SingletaryM
40K Followers 8K Following Washington Post personal finance columnist | 2022 Lifetime Achievement @LoebAwards winner | author, What to Do with Your Money When Crisis Hits
Kyle Kvalheim @KVFPatl
12 Followers 5 Following Enrepreneur, Fee-Only Financial Planner, coffee enthusiast.
Engler, Garrow & Roth.. @egrfinancial
181 Followers 42 Following Financial Planning Wealth Management Retirement Planning Insurance Employer-Sponsored Retirement Plans See website for additional information and disclosures.
Matt Bradford @finan3domsooner
681 Followers 1K Following Lewes-based Financial planner and founder of Financial Freedom Sooner. Part-time runner, full-time beer drinker.
Denise Downey @FinancialTrex
259 Followers 882 Following #FeeOnly financial planner. Mom. Wife. Hiker. #CFP I'll simplify your financial life through education and advocacy.
Steven Elwell, CFP® @RetireRichly
269 Followers 236 Following Partner, CIO at Level Financial Advisors, Tweets & Retweets aren't advice. Disclosure: https://t.co/J8NHydlPrf
Bob Maloney @napfabob
411 Followers 607 Following Fee-only financial advisor and founding member of the National Association of Personal Financial Advisors (NAPFA); Avid hiker and fresh-water fisherman.
Darryl Jarmosco @djarmosco
588 Followers 795 Following Life Coach, speaker, author, dad, husband and Ironman triathlete
Michelle Zhou @michellemxzhou
113 Followers 354 Following Communications specialist @rbcgamnews | @nyu_journalism @ubc alum | Views are my own
The 4FP Agency @DM4Planners
8K Followers 8K Following As DigitalMarketer Certified Partners, we provide Fractional CMO advice to RIAs and fee-only CFP Pros with the resources to build & manage your digital presenceXena FP strategic planning day before the #XYPNlive conference starts tonight. It’s great to be together in person and creating/refining the vision of what we’re building. 🙌🙌🙌
@ArleneDMoss throwing down knowledge at #xypnlive 🤩
“Humans are attracted to authenticity” -Madeline Roche #xypnlive @XYPlanning
Today I am interviewing @MichaelKitces & @R_Alan_Moore at @XYPlanning’s #XYPNLIVE! Do you have any questions for them? @finadvisortv
Always a treat to listen to @ArleneDMoss speak about KPIs and saying NO at @XYPlanning #XYPNlive #rideyourownride
Listening to a speaker from FP Transitions give a really useful conversation about how to maximize firm value. One takeaway: valuations are one more aspect of the industry that push us (sometimes indirectly) towards managing $ and working with wealthy and older folks. #xypnlive
The sky was the limit at last nights Limitless mixer - and the skyline 🏙️ was stunning. So great to spend time connecting with #XYPNLIVE and the man in the blue shirt 👕 Thanks for joining us everyone 🍀💥👏 @XYPlanning @MichaelKitces @acmejla
Here we go @XYPlanning friends! We're kicking off #XYPNLIVE!
Which of my advisor friends are at #XYPNLive this week?! (If you have chance, def go check out the @Get_Elements tech demo today at 2:20pm ET on the Expo Stage!)
Flat fee billing is available with @capitect (included with @XYPlanning stack). Thank you @TenonFinancial 👍🙌 #XYPNLIVE
Monday @XYPlanning members an join our first Drop In Coaching with @queerfinancier and me! Head over to the member calendar to register! See you there! calendar.xyplanningnetwork.com/xypncalendar1/…
So many new friends from @XYPlanning #XYPNlive this week. Should I make the trip all the way to Atlanta next year? @behaviorgap we’d have so much fun on the road trip!
On Friday officially launched my fee-only advisory firm, Zizzi Investments, through @XYPlanning. Excited to be part of the community they are building.
@MeasureTwiceMNY Great message yesterday on @XYPlanning podcast. My key takeaway, figure out what your ideal client needs help with and how you may or may not be able to assist, then figure out a comp model that is fair for everyone.
@LoganGrafTax @XYPlanning offers everyone a paid sabbatical after 5 years. Assume this applies to their tax arm?
@heathercmiller I believe @XYPlanning does this.
It you haven't seen a @behaviorgap keynote before, it's worth the conference price of admission alone.
Our first #XYPNLIVE 2022 keynote announcement is here, and Carl Richards will be in the house! 🎉 Learn more about Carl's keynote in our blog post below and grab your pass for #XYPNLIVE 2022 here: live.xyplanningnetwork.com/passes hubs.ly/Q01bmvzf0
@danikaw You are a huge inspiration to me- thank you! Have a good time @NAPFA in Atlanta! I’ll see you @XYPlanning this Oct if you plan to attend :)
Just popped in to brag. See you all in a few days.
We're excited about the formal inclusion of Psychology of Financial Planning in the @CFPBoard's new Principal Knowledge Topics. Thanks, @XYPlanning for including our programs in their list of recommended trainings for this new topic. blog.xyplanningnetwork.com/advisor-blog/t…
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