Advisorpedia @advisorpedia
The best place for financial advisors to grow their minds and businesses. #poweryouradvice #advisorpedia linktr.ee/advisorpedia Las Vegas, NV Joined July 2014-
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For money management advice, people primarily look to professional advisors and their inner circle of family and friends @LogicaResearch ow.ly/w9Ja50Rptoh
There are several hidden threats to retirement that are not being proactively or adequately addressed by the financial community InnovationIID ow.ly/A7Fa50Rpsi6
In discovering prospects’ attitudes and desires related to money, we often use the phrase, “Tell me more about…,” or “Tell me how that made you feel.” @Paul_Kingsman ow.ly/95Jg50Rpr0s
Fear is a powerful motivator for many clients and while it shouldn’t be the primary driver in your marketing to clients, it shouldn’t be ignored either @TonyVidler ow.ly/7AcA50RpqVZ
When advisors consider their ideal clients, they typically focus on wealth, occupation, or life stage. Economic factors such as these are inevitable @CoachJoeLukacs ow.ly/jmAa50RpqRC
It seems that often businesses forget that it’s the simple things that breed success, like being boring and keeping their promises @RoyOsing ow.ly/tht650RpqKf
Financial planning is like a security guard standing outside your inner narrative to make sure your story doesn’t conflict with your most important long-term aspirations @jwilsonsc ow.ly/O2AM50RpqHR
Tens of millions of retirees are facing a retirement financing crisis. They saved too little, retired too early, took Social Security too early, and will die well beyond their expiration dates @Kotlikoff ow.ly/p3Cs50RpqBL
Worrying about what the markets will do next is like looking at yesterday’s ticket numbers—practically worthless because all the data you have today is already outdated @ThePerfectRIA ow.ly/c96z50Rpqz5
The high costs associated with health care in the United States (up 48% from 2013) are obvious to anyone who scrutinizes a medical bill. @RickKahler ow.ly/6Pej50Rpqwq
Bad news may make short-term waves, but over time, those waves tend to smooth out and not disturb the long-term trajectory of markets @lincolnfingroup ow.ly/7G3S50Rpqp0
It’s well understood that consumption is the largest contributor to economic growth in the United States accounting for just under 70% of GDP. ow.ly/S7zE50Rpqm5
The airline industry is gearing up for what could be a record-breaking summer travel season, if forecasts turn out to be correct. ow.ly/MSiM50RpqjG
Meta shares fell almost 20% following a better-than-expected earnings report. The day before, Tesla shares rose 15% despite missing earnings and sales estimates. ow.ly/o13750Rpqi6
For every financial advisor, the question, “Why should I do business with you?” hangs heavy in the air during initial consultations, whether spoken or not @DonConnelly ow.ly/14SE50RppO9
Tax Day is in the rearview mirror, but taxes are always present, meaning it’s always a good time for advisors to illuminate clients to tax-advantaged strategies @ETFGodfather ow.ly/rmiz50RppKK
The poor revenue guidance during yesterday’s earnings report from Meta Platforms (META) put stocks on a negative footing, then this morning’s GDP report piled on bad news. ow.ly/MOkM50Rpplx
While our money lives are probably manageable, we are still mostly powerless when it comes to money always maintaining its "proper" role in those lives @accredited_inv ow.ly/1lft50RojnE
Effective tax-saving strategies for high-net-worth individuals, founder-led business owners, and C-level executives who want to reduce their capital gains taxes @CenturaWealth ow.ly/bnRG50RoiWO
People perceive those who periodically ask questions that promote discovery and insight to be the best listeners @AchimNowak ow.ly/GwNG50RoiUF
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 + TechThomas Kopelman 💵 @TKopelman
26K Followers 627 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️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-AmericanJamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrgWealthManagement.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.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 #TagrissoAnthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutsideKendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagementCaitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness loverLarry 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 🏒 DadDaniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard DeviationsNick Gertsema @ngertsema
1K Followers 597 Following CFP®, ChFC®, RICP®, AIF®, Husband, Father, CEO, Wealth Advisor, Z-Man enthusiast. #fintwitDiana Cabrices @dianacabrices
2K Followers 1K Following fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemosjustincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT adviceJay Coulter, CFP® & .. @sjaycoulter
31K Followers 13K Following Co-founder & Chief Investment Strategist at @OpalInvest_ | 🎙️ @finadvisorTV & @Resilientadvsr Posts≠AdviceJeff "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 ownCourtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZE〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚Rogu_eRadiance @REradiance92337
21 Followers 1K Followingohrseh6psrv @s57atr3gst6
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50 Followers 166 Following Fiduciary investment adviser serving families in Southern California and beyond.Dicky Andrews @AlLPerry1
52 Followers 384 FollowingPip Juggler @pip_juggler_
398 Followers 1K Following The Forex market is open 24 hours a day, five days a week, giving traders ample opportunities to profit.Kelseyfahy @kelseyfahy1
123 Followers 936 Following Mom | Wife | EMT | Accounting Student | Truth Seekerr2w2jjr8sxrgxbz @nnbwvemlur9
6 Followers 434 Following 35歳独身で、フィットネス、ゴルフ、ダイビング、料理が好きで、お互いに共通の趣味を持ってほしいhttps://t.co/uOx1qkJexY888 @AJAJ06516
339 Followers 2K Following B.S. Businesses 👩🏻🎓The road to success 📈 is always under 🦺 🚧 Believe in yourself and you become unstoppable.💕JDH @FLDave23
0 Followers 203 Following版本十一 @TracyJXCui
145 Followers 2K Following Financial advisor, digital asset, asset allocation Live with the flowPhilip Floyd @philipjfloyd
444 Followers 3K Following Texan by lifestyle, American by birth, and born again Christian! Husband & Father, Army Vet, and Dallas Cowboy, Rangers, Stars, Mavs, & FC Dallas fan45164724 @tci6743
143 Followers 99 FollowingDonald Boyd @BoydFinance
81 Followers 207 Following Securities offered through LPL Financial, Member SIPC https://t.co/Vyl6iRZT3m.wealthmind @wealthmindco
2 Followers 21 Following Coming Soon: A journey into the subconscious of personal finance. Helping manage the business of you by connecting life to the money behind it #finance #wealthJosep Maria Puigvert @JosepMaPuigvert
451 Followers 2K Following Gracies a la vida que m'ha donat moltes experiències inoblidables. Sempre pro-actiu, implicat i perfeccionista. Buscant la cirereta del pastísJulie Parker @JulieParker144
21K Followers 16K Following Sales System Builder, Marketing & Social Media, Digital Gigster “You Are a CEO Movement“ Supporter. Watch this Video https://t.co/ezYvsMV5ol9SManagement @9SManagement
117 Followers 1K Following Treballant per l'eficiència en la Gestió Empresarialbullish🐂 @hudon_perignon
76 Followers 174 FollowingEA Wealth @EA_Wealth
100 Followers 198 Following EA Wealth empowers you to see your future. Experience a value driven life with clarity and simplicity. Get ready for the next level of Private Wealth ManagementAnezdoank1 @Anezdoank841
38 Followers 830 FollowingPromote Indie Artists.. @FaLaduna
2K Followers 5K Following Grow your Fanbase ➡️ https://t.co/hRdoFqguac 🔥 Choose Platform: Instagram, Spotify, Youtube & moreJeff Morgan @finadvisortech
1 Followers 73 Following@Mike3.0 @3_0Mike
10 Followers 137 FollowingOleg Bychkov @RussianOnWallSt
183 Followers 1K FollowingRamax Search Inc. @RamaxSearch
172 Followers 613 Following We are a market leader in permanent, long term consulting and temporary staffing!Annuities Genius @annuitiesgenius
336 Followers 2K Following Agents: Simplify #annuity objective approach & close deals faster. #1 software & case design in seconds! Free course: Call 844-500-5050Advisor.Cash @AdvisorCash
17 Followers 29 Following A better savings account for RIA clients | 5.00% APY, Up to $100 million in FDIC Insurance | Protect. Save. Earn more.Insights, Innovation,.. @IIandEBlog
129 Followers 2K Following Blog discussing life's Insights, Innovations, and the Economics behind them https://t.co/eUCW6UazVCNiaSeeds @NiaSeeds13218
40 Followers 2K FollowingCSKH NOKIA 🐉 $MON @cskhnokia555
39 Followers 200 FollowingRobert White @rwhiteagency
398 Followers 2K Following The Robert Agency is a premier insurance consulting firm. We have 25 years of experience. We specialize in Business and personal insurance protection.Eupator @DionysiusStoic
131 Followers 498 Following Trader. Endurance of pain or hardship without the display of feelings and without complaint. #bitcoinJames L H Bartlett @jameslhbartlett
77K Followers 23K Following I enjoy business, innovation, life-long learning & to #ChangeTheWorld to help others. Entrepreneur, interim CxO, investor, adventurer, thinker & do-er. NO DMs!Eugeniu @EugenZaicanu
22 Followers 716 Followingἀταραξία @RanD_0m8
5 Followers 136 FollowingLime Rick @LRCRB_LDL
818 Followers 4K Following Euclids*DNA\Claudius×Schweitzer/Runners°Resurrection/window0wonday/Whatapersonification&The/Latter/Day/Leo/\de\1984+10\AKA/the\Lime/Rick\On/A\Corona/Roll-bi*chHelta @heltacrpc
79 Followers 515 FollowingBrianW @bwilson541
2 Followers 17 FollowingClyde Pelton @ClydePelton
32 Followers 89 FollowingJavier Hernandez @JavierH41694880
13 Followers 459 FollowingJason @jasonwonton
643 Followers 1K Following i know nothing | automating anything TikTok Shop at https://t.co/82JtqnzBWujordalefou @jordalefou
38 Followers 632 Following Vfx Artist. Senior Flame/Smoke/Nuke. In a relationship with Blender.SCR SUMON @scrsumon
15 Followers 131 Following এখানে স্বপ্ন দেখা😳 আর স্বপ্নের অর্থ খোঁজা☺️ পুরোটাই বোকামি🤫😎ETF Shelf @etfshelf
554 Followers 482 Following ETF updates with engaging charts, videos, and infographics📊BankerAdvisor @BankerAdvisor
807 Followers 5K Following BankerAdvisor is the world's largest financial services review platform. Reviews, ratings, and resources for selecting financial services providers.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 + TechMichaelKitces @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 blogSonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/HerThomas Kopelman 💵 @TKopelman
26K Followers 627 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️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-AmericanJamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrgWealthManagement.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.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 #TagrissoValerie 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.Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.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 💕Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutsideKendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagementLaura J. LaTourette, .. @LauraLaTourette
2K Followers 2K Following THAT Lesbian Financial Planner living authentically & leaving a legacy of love! Securities offered through LPL Financial. Member SIPC https://t.co/xZOBMT3EQfCaitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness loverLarry 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 🏒 DadDaniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard DeviationsDiana Cabrices @dianacabrices
2K Followers 1K Following fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemosjustincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT adviceThe Perfect RIA @ThePerfectRIA
415 Followers 3 FollowingKristin Harad @KristinHarad
2K Followers 835 Following Business & Marketing Coach for RIA Leaders shaping Version 2.0 ...Mom of 2 teens (:-0) and a Jack Russell....F45 enthusist...coffee lover.Charles Schwab Corp @CharlesSchwab
147K Followers 201 Following Champions of investors and those who serve them. Support hours: 7 a.m.–7 p.m. CT or 24/7 at https://t.co/80htb56bW9. (Disclosures: https://t.co/DOAmQuAHLR)Hamilton Lane @hamilton_lane
2K Followers 404 Following Alternative investment management firm providing private markets services to investors around the world. Disclosures: https://t.co/unuqyvCpmpCoddington Wealth Adv.. @CoddingtonWeal1
9 Followers 6 Following Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC https://t.co/DMdfeXoyU2Golden Meadow @GMforecasts
29 Followers 1 Following You and Money: Growth Unchained Analyzing markets and financial news daily for the everyman investor.Income Lab @WeAreIncomeLab
522 Followers 318 Following Income Lab is the only provider of software for true dynamic income planning for financial advisors. Our mission is to revolutionize retirement planning.niki @nikicl
699 Followers 1K Following Marketing Specialist for financial advisors. Growth consultant & coach. Making sense of marketing. Founder & CEO of Niki Clark Marketing.Andy VandenBerg @AndyHVandenBerg
9K Followers 1K Following Builder at Heart. Personal Finance Nerd. Former Investor. 3 exits and a lot of fun failuresROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial advisors drive growth with better marketing and branding 🚀 | Some DIY 🛠 gardening 🌱and dad 👨👩👦 stuff tooZeba Parveen @zebaparveen
239 Followers 1K FollowingWealthcareGDX® @WealthcareWay
295 Followers 332 Following Innovator of GDX360 platform. Creating great experiences via Comfort Zone. Believes its goals first, then investments. Disclosures: https://t.co/ZZPpupH2K2MyVirtualCOO @MyVirtualCOO
2 Followers 9 FollowingPoterackCap @PoterackCap
11 Followers 7 Following Investment advice offered through Private Advisor Group, a registered investment advisor.Tim Pierotti @timpierotti1
542 Followers 552 Following Chief Investment Officer at WealthVest - Former PM at The Galleon GroupTriangle Blvd @TriangleBlvd
2K Followers 2K Following The award-winning full service marketing firm. We Bring Continuity To Brands. Creative Services - video production, web development, and mobile solutions.John Iannucci, J.D., .. @IannucciJohn
4 Followers 24 Following Helping successful business owners, professionals, retirees, and solo seniors to protect, grow, and access their assets using innovative wealth preservation.The Inertia @the_inertia
16K Followers 992 Following The Definitive Voice of Surf and Outdoors. 🌊 | ⛰ @theinertiaMTN #surfsomethingAqua @investwithaqua
112 Followers 95 Following Empowering financial advisors with the modern alternative investing experience Backed by @ycombinator and @GradientVCK Frost, CFP® @Koryfrost
423 Followers 2K Following University of Michigan graduate. Director of Planning & Strategy for an RIA. My opinions are my own.Chris Reilly @C_Reilly5
2K Followers 1K Following Executive Editor @Hedge_Your_Risk, an investment research firm w/40K+ readers | 10 yrs in the financial newsletter biz | here to share smart investing insightsDLP Capital @DLPCapital
417 Followers 895 Following DLP Capital is a private, diversified real estate investment firm.Laurence J Kotlikoff @Kotlikoff
9K Followers 85 Following BU Econ Prof, author of Money Magic, best selling author, writes for top media, personal finance co. (https://t.co/8NIAxLPU0P), consultant, view https://t.co/18orBAzyRbSuccession Resource G.. @SuccessionRG
325 Followers 688 Following We help financial advisors grow through acquisition, protect their business with a continuity plan, and plan/manage the transition of their business.Thilan Kiridena CFP®.. @tkiridena
69 Followers 108 Following #FinancialPlanning | NYC based Financial Advisor | Tweets for educational purposes only and is NOT financial advice | DMs Open | Retweets ≠ EndorsementsEquityMultiple @EquityMultiple
2K Followers 853 Following The Future of Commercial Real Estate Investing. Invest Today, Enjoy Tomorrow. https://t.co/tznJZ5yXe8…Morrison Street Resea.. @mstreetresearch
162 Followers 955 Following Morrison Street Research publishes market reports to serve clients of its affiliated companies focused on commercial real estate investments and consulting.Oak Street Funding @OSFunding
300 Followers 219 Following Oak Street Funding is an expert in financing for insurance businesses, investment advisors, and CPAs. Follow us on LinkedIn to see more @ Oak Street FundingWealth Enhancement Gr.. @WealthEnhance
1K Followers 767 Following All the specialists you need, all in one place. Securities offered through LPL Financial, Member FINRA/SIPC. https://t.co/el0LXKgCUWS3 @S3Bestex
122 Followers 79 FollowingReHack @rehackmagazine
301 Followers 222 Following ReHack is your place for all things technology, from everyday tech to the most niche applications of machine learning and data analytics.Julie Johnson XY Comm.. @juliejohnsonxyc
295 Followers 867 Following ⬆️ #TRUST, Deeper Engagement. BeFi, FinPsy. Super Power🟰 increasing #connection with #generations #genders ⬆️connection =⬇️stress #speaker #coachDanielle Miura, CFP®.. @Daniellemiula
1K Followers 2K Following A personal finance nerd spreading awareness on family caregiving one story at a time.Connor & Gallagher On.. @go_cgo
701 Followers 1K Following #BusinessInsurance | #EmployeeBenefits | #HR & #Payroll | #401k & #403b Plan Services. All-In-One #HRIS Technology connecting it all.KaydanWealth @KaydanWealth
84 Followers 201 Following We're dedicated to delivering thoughtful financial & investment guidance and making a strong, positive impact on our clients' lives. https://t.co/ATYaSSuuDdNancy Fredericks @nancyfredericks
352 Followers 85 Following Experienced thought-leader offering practical, workable solutions that bust-up the career-limiting barriers holding women back from achieving all they desire.UST @USTglobal
17K Followers 1K Following Transforming the world’s best companies through the power of technology.Gessner Wealth Strate.. @GessnerWealth
40 Followers 75 Following Independent Registered Investment Advisory firm, focus on tax planning, retirement planning, stress testing, CERTIFIED FINANCIAL PLANNER™ PractitionerApollon Wealth Manage.. @ApollonWealth
118 Followers 180 Following Elevating Wealth Management to a Higher Personal StandardBrendan 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 adviceMPI @MarkovMPI
551 Followers 1K Following Helping the world’s leading institutional investors, consultants, asset managers & plan advisors achieve deeper insights that drive smarter investment decisionsThe True Life Compani.. @TheTrueLifeCo
50 Followers 0 Following Established in 2008, The True Life Companies (TTLC) is a real estate firm dedicated to repurposing under-utilized property into attainable housing solutions.Kalli Collective @KalliCollective
114 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.TITAN Financial Pros @TITANFinPros
487 Followers 809 Following Everyone should have a CFO in their business. At TITAN, we help businesses with financial advice, strategies and insights, to grow their business. Find out how!Peterson Wealth @PetersonWealth
71 Followers 114 Following Help affluent women, retirees, biz owners & equine enthusiasts make smart financial decisions. Planning is our specialty.Christine Luken, Fina.. @FinLifeGrd
4K Followers 2K Following Financial 💵 Dignity® Coach to High Income Professionals 📖 Founder of the Wealthy Woman Book Club™ 🎧 Host of the Money is Emotional podcastRemembering the Tax Benefits of ETFs | Advisorpedia advisorpedia.com/etf/rememberin… via @advisorpedia
We celebrated #EarthDay by co-hosting a volunteer event with @FOWissahickon, beautifying the Wissahickon park by cutting back invasive plants and removing litter from the environment.
Great article by @DonConnelly: "By implementing these strategies and prioritizing your well-being, you can overcome mental blocks and thrive as a financial advisor." @advisorpedia advisorpedia.com/growth/overcom…
Modernizing Independence: A Turnkey Strategy for Advisors | Advisorpedia advisorpedia.com/future-of-advi… via @advisorpedia
Curious about the future of money management, particularly when it comes to #AI? Our ongoing Logica Future of Money Study sheds light on evolving trends in financial advice, and we got a chance to share about it in @advisorpedia. hubs.ly/Q02tMH7J0 #FutureOfMoney #MRX
An excellent suggestion for finance and all other careers: Why Advisors Need To Include Education | Advisorpedia advisorpedia.com/research/why-a… via @advisorpedia #MindsetMatters #LeadershipMatters
Great article by @DonConnelly: "By implementing these strategies and prioritizing your well-being, you can overcome mental blocks and thrive as a financial advisor." @advisorpedia advisorpedia.com/growth/overcom…
Great article by @DonConnelly: "By implementing these strategies and prioritizing your well-being, you can overcome mental blocks and thrive as a financial advisor." @advisorpedia advisorpedia.com/growth/overcom…
RT @advisorpedia Young Adults Eager to Gain Financial Knowledge buff.ly/3xCVX6p
Fantastic productivity advice from @granthicks77: “Your ideal clients you can get back to right away as they are paying you the most. Your non-ideal clients do not need to be communicated at the same speed.” @advisorpedia advisorpedia.com/growth/optimiz…
Has the G20 Agreed to Launch a Global CBDC? | Advisorpedia advisorpedia.com/cryptocurrency… via @advisorpedia
Our CEO Lilah Raynor shared some key #insights from Logica's recent #FutureofMoney Study with @advisorpedia. In the article, “Advisors, Trust, and #GenZ Money Choices,” she discuss the significance of trust in Gen Z’s financial decision-making process. hubs.ly/Q02rtK100
'The Vital Role of Back Offices in Advisory Firms', by deVere's Chief Operating Officer, Beverley Yeomans advisorpedia.com/future-of-advi… @advisorpedia #finance #financialadvice
The vital role of back offices in advisory firms advisorpedia.com/future-of-advi… @advisorpedia
Email marketing is one of the best ways to reach your audience, and it has an incredible ROI. So, using a financial advisor newsletter is a great way to communicate. @SamanthaTwenty & @advisorpedia shared 8 steps for writing a newsletter here. ➡️ hubs.ly/Q02r56Wn0
RT @advisorpedia The Pros and Cons of Digital Identities buff.ly/3VHODQZ #digital
11 Most Read Articles of the Week For Advisers buff.ly/4a1vM7A #investors From @advisorpedia
Congress Has Become a Long-Term Threat to Our Economic Well-Being | Advisorpedia advisorpedia.com/strategists/co… via @advisorpedia
RT @advisorpedia Crafting a Unique Prospect Meeting: The Anatomy of Differentiation buff.ly/4a2jWtm
Had a great time competing this weekend @Kingdom7v7 and very grateful to be named the 15u MVP @RAREAcademyID @SWR_RFT @IdahoRecruitHub