Advisor visuals @advisorvisuals
One-page financial plans on steroids advisorvisuals.com Your heart and mind Joined November 2023-
Tweets103
-
Followers159
-
Following1K
-
Likes138
🚀 AdvisorVisuals Public Beta is LIVE! Ditch confusing reports. Create beautiful, visual summaries advisors & clients love using our drag-and-drop tool. Join the FREE Beta & transform your meetings! 📷advisorvisuals.com
0
0
1
37
0
The One-page plan will be whatever you want it to be. It is a communication deliverable for whatever it is you discuss with your client. Time to build the report in the screenshot: 6min ⏱️ I have added cashflow chart support over the weekend. let me know what you think
The challenge of 2024 will be figuring out #whatadvisorswant.
Merry Christmas and Happy holidays to you all. 🌲🌲
Who said that One-page financial plans should be in portrait format. Use the format that makes sense for that particular client for that particular plan.
New day, new One-page financial plan template. Bring your style, your logo, your layout. Everything ready to go in under 10min from scratch. Let us know how we are doing
DanaDobbin @ERoJONtm4893yp
20 Followers 744 Following She shines not because she wants to be seen, but because she cannot help it.
Franca @Uimerelar2209
39 Followers 2K Following Be a girl with a mind, a woman with attitude, and a lady with class.
Vupee @Vupee7910
15 Followers 593 Following
Scott Hamilton, CFP® @HFPlan
3K Followers 4K Following We help Baby Boomers align their values, visions, and goals to create a comprehensive financial plan and investment management.
BelleJulius @dRs16DOb10WZqB
20 Followers 748 Following
Kamille Shanahan @KamilleSha69658
58 Followers 3K Following
TrendRiderPro🇺🇸 @Korxee96622
51 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Eakeardeam @Eakeardeam7838
37 Followers 2K Following
Vlaalvoo @Vlaalvoo489
28 Followers 984 Following
Swaxar @Swaxar24824
25 Followers 1K Following
SwingChartist🇺🇸 @Rikef059
44 Followers 1K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Donny Gleichner @DGleichner51610
130 Followers 5K Following
Lily Schuppe @LilySchupp35620
80 Followers 4K Following
RK @rakaysen
94 Followers 175 Following
Puiarbiew @Puiarbiew7929
37 Followers 2K Following
Giuseppe Bianco @gbianco85
51 Followers 173 Following
Jared Lea @J_Lea23
360 Followers 388 Following
Eloise Carey @SheeTalkFinance
96 Followers 6K Following Wealth Planning For DIY Traders/Investors & Biz Owners. *Market, Macro & Money Takes* Work with me:
Bobbie Dean Bascombe,... @bobbiebascombe
310 Followers 616 Following Helping people financially PLAN to THRIVE. Securities are offered through LPL Financial, member FINRA/SIPC. https://t.co/ZOXkubXyGM, https://t.co/qJQl4g2HZA
Jeff Weeks, CFP® @ATXAdvisor
485 Followers 1K Following Jeff Weeks is a Fee-Only (When You're Up) Financial Planner & Independent Investment Advisor #AccountableUpdate #FeeOnlyWhenUUp
Dr.Suryaditya Saha® ... @DrSuryaditya
6K Followers 8K Following #WDGannAstroAnalyst #PhDAstrology Ph(WA) 91+8017309883 25Yrs Experience #MarketAstrology https://t.co/haRNQ4wRx5
Zach Ivey CFA, CFP® @zachivey
338 Followers 437 Following Chief Investment Officer at Savant Wealth Management. Posts ≠ Investment Advice
Frank Robertazzi CFP�... @frobertazzi
417 Followers 1K Following Sr VP, Wealth Mgt Advisor and CFP® for Individuals and Business. Named to the 2024 2025 Forbes “Best in State Wealth Advisors” as a member of the RM Associates
Alex Caswell CFA® CF... @AlexCasWealth
187 Followers 319 Following Wealth guru for Silicon Valley's movers, shakers, builders, and doers. Sharing tips on reducing taxes, maximizing equity, and optimizing wealth.
Barbell Financial �... @BarbelliFi_
834 Followers 4K Following Your daily dose of finance, fitness, and fatherhood. Home Gym Enthusiast | 12+ Years Experience on Wall St Lift Heavy 💪🏻 | Run Far 🏃🏻 | Stack Hard 💰
Desiree Kiehn @DKiehn41738
115 Followers 5K Following
_ firehustle @finehustle_net
44 Followers 1K Following Сгурто analyst, investor, and Trader | Not Financial Advice | Follow me if you're chasing financial freedom | Check Me oU on YOUTUBE👇
Ed Slott and Company @theslottreport3
167 Followers 2K Following America's #IRA Experts. We educate #financial advisors and consumers on how to win the second half of the #retirement game: the distribution phase.
Nuvern Wealth Advisor... @NuvernWealth
58 Followers 152 Following An Independent Fee-Only Registered Investment Adviser specializing in Financial Planning, Wealth Management, and Investment Management.
Joseph h @Josephh978680
174 Followers 2K Following
Nikki Dunn, CFP® Pri... @SheTaiksFlnance
192 Followers 3K Following Wealth Planning For DIY Traders/Investors & Biz Owners. *Market, Macro & Money Takes* Work with me : https://t.co/MjwRZo1sqO
Chritsianjala @chritsianj18342
338 Followers 4K Following Worship the Lord with gladness; come before him with joyful songs.
First Financial Plann... @ff_planners
23 Followers 67 Following At First Financial Planners, we strive to positively impact your circle of wealth by better protecting, preserving, and expanding it with sound financial plans.
Levi Pettit, CFA, CFP... @Levi_Pettit_
22 Followers 84 Following Turning complexity into clarity for professionals and families in their 30s - 50s. Tax-efficient planning, investing, and strategy. Posts ≠ advice.
Nikki Dunn, CFP® @SheTalkFinance_
130 Followers 2K Following Wealth Planning For DIY Traders/Investors & Biz Owners. *Market, Macro & Money Takes* Work with me: https://t.co/of7hzqUkZF
Travis Gatzemeier, CF... @T_Gatzemeierr
224 Followers 3K Following Outdoorsman | Biz owner | 1 help entrepreneurs and stock-compensated professionals create financial independence.
Matthew Jarvis @Jarvis_DMV
50 Followers 32 Following Built a $2m a year RIA with a two person team and 6 months of vacation. Took an 8-figure liquidity event and now I coach other advisors to do the same.
Ed Slott and Company @theslottreport3
167 Followers 2K Following America's #IRA Experts. We educate #financial advisors and consumers on how to win the second half of the #retirement game: the distribution phase.
Levi Pettit, CFA, CFP... @Levi_Pettit_
22 Followers 84 Following Turning complexity into clarity for professionals and families in their 30s - 50s. Tax-efficient planning, investing, and strategy. Posts ≠ advice.
Jeremy Willner @JeremyWillner
332 Followers 411 Following Cetera Advisor Networks LLC, Member FINRA/SIPC. Advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor and separate entity.
Nuvern Wealth Advisor... @NuvernWealth
58 Followers 152 Following An Independent Fee-Only Registered Investment Adviser specializing in Financial Planning, Wealth Management, and Investment Management.
Sam Rook @Byte_Sized_Blog
2K Followers 1K Following once I was a bank PM. Founding Partner @ Bird's Eye Wealth aspiring CFPer I might know some people at Q Wealth
Igho Alonge 💼 @Ighodaro1
5K Followers 2K Following Private Wealth Advisor to HNW Individuals & Families 💼
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
NextGen Planners @nextgenplannrs
3K Followers 2K Following We help Financial Service Pros grow and develop through expert training and community resources 🌱 Listen to our podcast 👉 https://t.co/23NmcO0XB0
Mr NQDC @MrNQDC
1K Followers 224 Following Helping execs & business owners slash taxes, turn income into wealth and avoid Wall Street traps •• Posts are not advice
JP @PeensCFP
5K Followers 3K Following Living the dream! Wallet Hacker @Banker__X, Independent Financial Planning Expert, Employee Benefits Ninja, Content Creator @citywire, sprinkled with Compliance
Jeff Weeks, CFP® @ATXAdvisor
485 Followers 1K Following Jeff Weeks is a Fee-Only (When You're Up) Financial Planner & Independent Investment Advisor #AccountableUpdate #FeeOnlyWhenUUp
Eddy Gifford, CFP® @EddyGifford1
236 Followers 263 Following Challenging the traditional portfolio. https://t.co/Xc1h91OmrA
J Webster CFP CKA MBA @jevonwebster
939 Followers 2K Following Private Wealth Manager, CERTIFIED FINANCIAL PLANNER, Christ Follower, Loves family, Runner. #BrandAmbassador Personal twitter feed #BRI
Linda A., CFP® @APetitePatriot
458 Followers 547 Following Certified Financial Planner ®, Commercial Actress, and Tesla owner/investor/fan! Posts are opinions, not financial advice.
Alexa von Tobel, CFP @alexavontobel
24K Followers 386 Following Founder @inspiredcap, a $900M early VC fund in NY Founder @LearnVest (acq. 2015) NYT Bestselling author, Financially Fearless & Financially Forward Mama & wife
Donna Skeels Cygan, C... @DonnaSCygan
3K Followers 3K Following Author of upcoming "Becoming Enriched." Go-to person on money & happiness. I speak publicly (in-person and on podcasts), and help journalists with articles.
Michele Clark, CFP® @HourlyPlanner
2K Followers 858 Following Interests: Investments and retirement planning.
Logan Queck, CFP® @LoganQueck
266 Followers 518 Following Father- Coach- Wrestling Enthusiast- Entrepreneur-CEO
Michael Reilly, CFP �... @Reilly22M
206 Followers 75 Following Dad, coach, .Decoder of markets. Founder of Asset Wise Analytics
Nizam, CFP, IFP @nizamiks
5K Followers 1K Following Licensed Financial Planner, 🇯🇵 Speaker. CFP Cert TM & IFP by FPAM. Specialized in helping 🇯🇵👫working in 🇲🇾 and SME corp advisory.
Joe Lucey, CFP® @joe_lucey
773 Followers 691 Following Social Security & Retirement Planning Specialist, Investment & Financial Advisor, Radio Show Host, Owner & President of Secured Retirement Financial.
Curtis Hearn, MBA, CF... @curtis_hearn
409 Followers 609 Following Your life & money in concert. https://t.co/hYTsTrcmlq. Wealth mgmt & planning for execs and biz owners. Based in Atlanta, work nationwide. Posts not advice.
Linda Rapisardo, CFP�... @LindaRapisardo
107 Followers 381 Following Financial Planner | First-Gen Wealth Builder 🇲🇽 | Tweets ≠ advice
Eddy Jurgielewicz, CF... @ejurgie3
139 Followers 279 Following Partner & Lead Financial Planner @ Upbeat Wealth • Aspiring 🏄🏽♂️ • Support @sonofasaintorg • 🤙🏽 • Charleston ➡️ NOLA ➡️ L.A.
Jaylon Ellison, CFP®... @jaylonsellison
546 Followers 2K Following Father to Grace and Stewart. CIO of 4P Wealth Trust- Your Future is Today! https://t.co/Z4hX7ucQte #4pwealthtrust #songwriter #amatuermusician #WDE
Jacob Gardner, CFP® @jake_gardner6
287 Followers 592 Following Co-Founder & financial planner @DefiningWealth6 | husband & girl dad | coffee aficionado | @Tigers & @Lions fan | tweets are not financial advice.
Aaron @aaronbrickley
466 Followers 1K Following Advisor to families & individuals, helping make meaningful financial decisions. @brickleywealth | Disclosures: https://t.co/q4nCIuWTe7
Marc Bautis @MarcBautis
2K Followers 1K Following Founder of Bautis Financial | Fiduciary Financial Advisor in Montclair, NJ | Host of The Agent of Wealth Podcast Listen 🎧 at https://t.co/5SobVKipzv
Agrawal Associates @agrawalassoc
100 Followers 418 Following Principal, Agrawal Associates Private Wealth Management with Investors Group Securities Inc. Providing advanced wealth planning strategies to Canadians.
Leah Garcia @LeahGarciaceo
38 Followers 84 Following You can't measure the Heart of a Champion just by looking at them,... They couldn't see what was inside of me# Champions Rise!
Alex Caswell CFA® CF... @AlexCasWealth
187 Followers 319 Following Wealth guru for Silicon Valley's movers, shakers, builders, and doers. Sharing tips on reducing taxes, maximizing equity, and optimizing wealth.
Evan Jay @EvanHernder
496 Followers 159 Following Providing financial literacy coaching for Canadian solopreneurs. Gain confidence and start to Live Wealthier.
Alan Cameron @realalancameron
268 Followers 329 Following Senior Family Wealth Advisor, CIM, Bellwether Family Wealth, living and working in Toronto and Oakville. Host: The Sunday Money Show #newstalk1010 at noon.
Clark Jeffries @ClarkJeffriesFP
77 Followers 62 Following Financial Advisor for Sales Executives + High Earners. Flat Fee. Fighting bad advice, online.
Nikki Dunn, CFP® Pri... @SheTaiksFlnance
192 Followers 3K Following Wealth Planning For DIY Traders/Investors & Biz Owners. *Market, Macro & Money Takes* Work with me : https://t.co/MjwRZo1sqO
First Financial Plann... @ff_planners
23 Followers 67 Following At First Financial Planners, we strive to positively impact your circle of wealth by better protecting, preserving, and expanding it with sound financial plans.
Ryan Morse CMT CFP® @RyanMorse33
13K Followers 2K Following Investment Advisor | Multi-Strat PM | Financial Planner | President & CIO @JSPMLLC | *Not Financial Advice | *Personal Account | Global Top 1% COD MP | 💰 🇺🇸
BankMindful.com @BankMindful
3K Followers 3K Following Everyone uses banks. We want to help you Use Banks Better. https://t.co/TxVLTsArh4
Brent Perry, CFP® @FeeOnlyIndy
2K Followers 491 Following Loves sweet potatoes* *sweet potatoes = my dogs
Brian Thompson @BrianFinancial
2K Followers 2K Following JD/CFP® helping LGBTQ entrepreneurs create purposeful and profitable businesses. Senior Contributor to @Forbes. He / him / his. #Finance #Tax #LGBTQ #Chicago
Robin Powell @RobinJPowell
24K Followers 14K Following Journalist, producer and content marketing consultant, working to change financial services for the better
garry hale 🌎🌱 @garryhale
4K Followers 2K Following he/him , CFP,Chartered Wealth Manager,Owner HK Wealth Stirling,Lifestyle Financial Planning.Past President of The Personal Finance Society.Sailing!⛵️
Steve Martin @stevemartincfp
3K Followers 582 Following CEO @smartfinancial (Uk and international) @changefuturepro @fptrainingacad. Master coach. Chat boxing @rangersfc & financial stuff Fundraising @cfwarriors
Decade Investor💸 @DecadeInvestor
208K Followers 493 Following All things stock market & bitcoin | Posts ≠ Advice | Reposts ≠ Endorsements
Ashley Quamme, LMFT, ... @bamconsults
1K Followers 407 Following Financial Behavior Specialist 👩🏼💼 | Financial Therapist 🛋️ | Speaker 🎤
Fade In Financial @gregvoj
334 Followers 456 Following Greg Vojtanek, CFP® & Fee-Only Financial Advisor in L.A. Helping screenwriters and directors have long-lasting, sustainable careers. he/himTrends for United States
121 B posts
9.072 posts
44,6 B posts
4.783 posts
25,2 B posts
48,1 B posts
103 B posts
81,3 B posts
4.141 posts
200 B posts
47,2 B posts
8.776 posts
2.349 posts
17,4 B posts
268 B posts
46,2 B posts
13,1 B posts
3.000 posts
1.353 posts
You might like
Elon Musk
@elonmusk
227.0M Followers
Barack Obama
@BarackObama
130.0M Followers
Cristiano Ronaldo
@Cristiano
115.2M Followers
Donald J. Trump
@realDonaldTrump
109.5M Followers
Justin Bieber
@justinbieber
107.8M Followers
Rihanna
@rihanna
106.9M Followers
Taylor Swift
@taylorswift13
92.9M Followers
NASA
@NASA
88.0M Followers
Lady Gaga
@ladygaga
81.0M Followers
YouTube
@YouTube
78.4M Followers
Kim Kardashian
@KimKardashian
74.0M Followers
The Ellen Show
@EllenDeGeneres
73.2M Followers
X
@X
68.4M Followers
Virat Kohli
@imVkohli
67.8M Followers
Bill Gates
@BillGates
66.3M Followers
Selena Gomez
@selenagomez
64.5M Followers
CNN Breaking News
@cnnbrk
63.6M Followers
CNN
@CNN
63.6M Followers
Neymar Jr
@neymarjr
63.6M Followers
PMO India
@PMOIndia
59.1M Followers