Dani Fava @ENVDani
Seeking Financial Wellness for Everyone. And 90's rap battles from anyone. https://t.co/y1XMY4vR4P Staten Island, NY Joined July 2020-
Tweets770
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Followers2K
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Following184
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Likes2K
If you find yourself trying to convince your customer that they have a problem, your product is doomed to fail. Solve problems your customers are already keenly aware of.
Now, anyone with an internet connection can synthesize anyone else’s voice. What could possibly go wrong? Open source AI voice cloning arrives with MyShell OpenVoice venturebeat.com/ai/open-source…
The best product designers don’t ask their clients what feature they want; they ask why they want it.
On behalf of someone who is doing really cool things in AI: If you are a financial advisor/financial advisor adjacent, what function do you most want to outsource to AI?
I love the year-end email from my advisor with a comprehensive list of “to-dos”. She sends me just the right amount of personalized emails. I never feel spammed. Sometimes I feel overwhelmed, but that’s my fault. 🙃
No more gatekeeping wealth management. Professionally managed accounts embedded into banking apps, enabling access for everyone (and helping stop the bleed of bank deposits flowing to investment fintechs)! Hear more Under the Stars @ #Money2020USA tomorrow 2:15pm
No more gatekeeping wealth management. Professionally managed accounts embedded into banking apps, enabling access for everyone (and helping stop the bleed of bank deposits flowing to investment fintechs)! Hear more Under the Stars @ #Money2020USA tomorrow 2:15pm
Great to speak last week at the @HightowerAdvsor AI panel in Huntington Beach, CA with my friend @Stephanie_Link and the insightful @ENVDani
RIP Google search. Thank you for your service. cnbc.com/2023/10/18/cha…
Could you be my favorite slide I’ve ever made?
ChatGPT can do things like give me a personalized meal plan, so the only way nutritionists stay in business is by making their offer experience-based. Do more than provide a meal plan. Figure out how to make me stick to it. What other professions does this logic apply to?
In customer service interactions, do you really want to "talk to a human"? Or, do you simply want a fast, accurate, personalized and actionable reply to your free-form question?
Every family should have a secret word. If you ever get a phone call from someone who “sounds exactly like your child” asking you to transfer money, ask them what the secret word is. AI is not more clever than we are. Share secret word with grandparents.
Come up with a phrase to describe generative AI in wealth management. Mine is “quickest to ubiquitous”
This week, I spoke in Washington DC about generative AI and it’s use in Wealth Management. It was a top secret session, but I can share that there’s a lot of excitement - and naturally some fear - about this new technology. Let’s keep talking!
I heard someone say “ChatGPT writes like a 7th grader” To them, I say… “You’re prompting it like a 7th grader.”
Futureproofing with friends
New rule. Before you make business decisions, first ask “What would Katie Porter ask me about this?”
According to @pewresearch: in 1958, 73% of Americans agreed that “most people can be trusted”. By 2019, it was only 48%. But now we have recording devices, location trackers, DNA - making crimes less likely (or more likely you’ll get caught). So WHY do we keep LOSING trust?
If you want frequent updates, accept that the information is subject to change. If you want accurate, immutable information, accept that you’ll have to wait.
Example advisor prompt for ChatGPT: Tell it you’re a financial advisor and you have to write a newsletter for your clients. Explain the current market themes, like disinflation. Tell it a bit about your client segment. Now, ask it for an idea on a topic. Report back.
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
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
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
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
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.
Thomas 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.
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
Jim O'Shaughnessy @jposhaughnessy
176K Followers 5K Following https://t.co/15Q9m1GtMQ https://t.co/HGYG4UoYts 🎙
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Morgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel Group
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.
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
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.
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
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
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
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
Tateysh @tateysh84518
0 Followers 88 Following
Carson Coaching @carson_coaching
2K Followers 113 Following Carson Coaching is a proven path forward for advisors who want to get focused, re-energized and on the fast track to growth and fulfillment.
Capex Insider. Invest.. @michaelnyaga1
3K Followers 3K Following Explore Capex Insider for expert investment tips, market trends, and exclusive insights. Stay ahead in the financial game with our valuable content! #Investing
Rob Emrich III @therobemrich
5K Followers 937 Following Founder Acruence Capital, PM $XVOL, OCIO, Allocate. Futures, Vol. Spreads, Generalist. Humor, Cat pics, Animal Welfare, Hope is not a Hedge. NOT INVEST ADVICE
Coremars Asset Manage.. @CoremarsAML
683 Followers 4K Following Managing investment portfolios for individuals & institutional clients who want to preserve and grow their wealth.
Mike Gatrell @mickgat81
60 Followers 317 Following Family, friends, food, craft beer, wine, cocktails, travel, tech, mma, football #mylife
Cody Barbo @codybarbo
4K Followers 4K Following @trustandwill founder & ceo, @EY_US entrepreneur of the year, husband to @mystiquebarbo, girl dad, @sdsualumni and geek at heart
Tommy Lopez, Jr., CFP.. @tommylopezjr
134 Followers 493 Following Founder & Financial Advisor | Coffeehouse Capital LLC | @coffeehousecap | Brewing Financial Independence, One Financial Plan at a Time
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
Sonu Varghese @sonusvarghese
7K Followers 1K Following Musings on investing, the economy & all else. VP, Global Macro Strategist, @CarsonGroupLLC Advisory services through CWM, LLC, Registered Investment Advisor.
Ronald J. VanSurksum,.. @AAMLLC
1K Followers 3K Following Certified Financial Planner (TM) Practitioner providing Full Service Fiduciary Financial Planning and Investment Management
Scott Keegan, CFP®, .. @scottkeegan85
29 Followers 76 Following
Rob Burgess @robaburg
917 Followers 1K Following 31-time award-winning journalist | Technology Reporter @wealth_mgmt
香港非營利組織.. @hatsukoi667725
72 Followers 2K Following 現在、アルバイトの募集をしています。一日の勤務時間は制限ありません。日給6,000円～30,000円！給与は日払いです。 副業の相談は、LINEに追加:【https://t.co/v5sI3h7J7Q】
MA @malshari
48 Followers 764 Following
Hank Espinosa @Hank_Espinosa
238 Followers 2K Following My Postings on this site are my own and do not represent positions, strategies, or opinions. RT & Links are not endorsements.
Patrick Berry @patrickdberry12
72 Followers 336 Following
itsScience @gradesRAJoke
230 Followers 6K Following Proverbs 1:7 KJV The fear of the LORD is the beginning of knowledge: But fools despise wisdom and instruction.
MarcoLietz @marco_liet27275
85 Followers 2K Following
Loan For Any Purpose @loanforany
159 Followers 723 Following
Julie Pine @juliecpine
36 Followers 293 Following
Toughsea @Toughsea365168
36 Followers 2K Following
Insights_JohnA @Insights_JohnA
58 Followers 175 Following Advisor Growth & Engagement | Experienced Sales, Management & Consulting Leader | Practice Mgmt. Strategist | Public Speaker | Whitepaper Author | Board Member
Prayer Beniah @prayer15508
0 Followers 2 Following
Marc Angel @MarcAngel40
416 Followers 720 Following Help grow sales at financial service firms. Sports fan, frequent traveler and interested in all music genres.
Dr. Ice @The_Dr_Ice
111 Followers 1K Following Canadian PM & CFP (not a doctor). Contrarian by nature. Personal portfolio is 90% evidence based investing. The other 10% is pure raw unadulterated Speculation.
FrankJAlexanderJrProd.. @frankjalexander
2K Followers 4K Following Frank J. Alexander Jr. has two published works, The Neutralizer & the UFO and 4321 Imagery, the proven effective way to master public speaking.
zkdope @zkdope
846 Followers 4K Following $XRP rfT9vQ9UaYhnoKWpevd8BABAmD4QmJtrb1 # no tag $SOL 952NhqSkZJ6VreCAQHoAzJv57gPBaMXcJdd8h6fsjJmb
Zocks | AI Meeting As.. @zocksio
103 Followers 183 Following The Meeting Assistant for Financial Advisors Try it today: https://t.co/cAsRq9p4re
Renee @renee38dostie
106 Followers 3K Following
investandbeyond @investandbeyond
46 Followers 230 Following
PJ123 @PJ123119166832
0 Followers 308 Following
iWealthConnect @iWealthConnect
399 Followers 2K Following Securities offered through LPL Financial, Member SIPC https://t.co/QACPp47Pib.
Vishesh Pandya @vishesh1112
77 Followers 255 Following Certified Financial Planner®. Tweets and Opinions are my own!!!
Peter McLaughlin @peterm1963
551 Followers 1K Following Proud Dad. Fitness Enthusiast. CFP®. Teacher. Student. Traveler. Discipline over Motivation. Stay Curious. 🍀 🐻⬇️
Dora @mccabe48dora
246 Followers 3K Following
Systematic Investment.. @SystematicIRE
2K Followers 5K Following Systematic investor/trader, Kevin C Maki, PhD QV/MT investing = quality, value/momentum, trend Research scientist/educator, long-time investor/trader
Joe Moss @joemoss_xyz
260 Followers 742 Following The RIA Tech & Marketing Guy | Community builder at ProAdvisorSuite & Conneqtor | Join my free community ⬇️
Working Capital @W_orkingCapital
95 Followers 166 Following Saving, investing and a bit of spicy chipotle mayo
Reid Jennings @reid_jennings
406 Followers 466 Following Tax Professional and Accounting Student. Sometimes I play bass #TaxTwitter #PersonalFinance
afuntanilla @afuntanilla
866 Followers 2K Following Tasting Life, Dreaming Big, Running along the way
FrX @FrX81
423 Followers 4K Following Private investor focused on🥇high quality growth stocks. 🚩Tweets are not investment advice. #AAPL #MSFT #AMD #NVDA #TSLA #NFLX #ASML
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
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
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
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
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.
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Morgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel Group
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.
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
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
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
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Michael Policar @MikePolicarNGP
5K Followers 638 Following A fiduciary with a passion to educate. You control money, or money controls you. Tweets not financial 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
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
Torie Happe @TorieHappe
2K Followers 803 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Karen Coyne, CFP® @karencoyne
2K Followers 1K Following Financial advisor, podcast host of MONEY WITHOUT MATH, advocate for women in #finserv https://t.co/cxpX2s3pDo
Animal Planet @AnimalPlanet
2.1M Followers 289 Following Keeping the childhood joy and wonder of animals alive.
Garry Kasparov @Kasparov63
1.1M Followers 826 Following Co-founder of @WLCongress. Chairman of @Renew_Democracy & @HRF. Activist, author, speaker, 13th World Chess Champion. https://t.co/CmCdvMlxMi
Systematic Investment.. @SystematicIRE
2K Followers 5K Following Systematic investor/trader, Kevin C Maki, PhD QV/MT investing = quality, value/momentum, trend Research scientist/educator, long-time investor/trader
Dan Ives @DivesTech
110K Followers 304 Following Official account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports 📱✈️📈🚘. 🏈We Are Penn State! Jersey Pizza #1🍕
Ruth Rathblott @ruthrath
253 Followers 315 Following Author | TEDx Speaker | Expert & Inspirational Speaker on DEIB. #Unhiding #ExpandDiversity #Disability #WorkplaceInclusion #Singlehandedly
LCW @LCWinclusion
4K Followers 4K Following Transform your workforce with culture-first DEI training, consulting, and translation services that foster inclusive teams and equitable systems.
jessicasunja on all t.. @jessicasunja
6K Followers 7K Following Mother/wife, book hoarder, soccer lover, + Cleo's person. Be a good human. 🇺🇸+🇰🇷💍🇩🇪 Taylor Swift Fan
Wipfli @Wipfli_LLP
5K Followers 990 Following Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth.
BMoney_CG @Bmoney_CG
911 Followers 2K Following Director of Strategic Partnerships at Carson Group | Director at FinServ Foundation | D.C. Sports Fanatic | George Mason University | CFP in the making
OfColor @WeAreOfColor
127 Followers 137 Following An enterprise financial wellness platform providing content, AI advice, and banking tools built around how people of color save, spend, and build wealth.
Amber McLeod @shesAMB_itious
314 Followers 405 Following Momager to my boyband. Operations Fairy @401financial.
Neil Bage @neilbage
2K Followers 920 Following Applied Neuroscience and Behavioural Science • Financial Services • Co-Founder at @shapingwealth • Keynote speaker
Julie Littlechild @jlittlechild
2K Followers 1K Following Empowering advisors to effortlessly connect, at a deeper level, with prospects and clients, to drive personalized engagement at scale and referrals.
BISA @BISATweets
230 Followers 134 Following The Bank Insurance & Securities Association (BISA) is a leading financial services industry association. Learn more here: https://t.co/5cjzw42fzx
Brittany Mason @Brittany_Mason
10K Followers 540 Following Finance, Womens Advocate, & Coach 🍀@banrion_capital 👑
AB Bank Tech @ABBankTech
37K Followers 568 Following American Banker’s bank tech news feed: Informing technology execs in financial services. Tweets by @MaryMWisniewski; @PennyCrosman
Penny Crosman @pennycrosman
9K Followers 3K Following Executive Editor, Technology, American Banker @amerbanker. Interested in technology, innovation, justice and the humane treatment of animals
Cathie Wood @CathieDWood
1.7M Followers 399 Following Founder, CEO and CIO @ARKinvest. Thematic portfolio manager for disruptive innovation, mom, economist, and women's advocate. Disclosure: https://t.co/chxRD4oWOd
Sabrina Scarpa @SabrinaScarpa
157 Followers 1K Following Probably waiting in line at a concert or reading my inbox...opinions are my own. Senior Account Executive @JConnellyNYC | @paramore expert | Artist
Mallika Mitra @mitra_mallika
1K Followers 756 Following Freelance writer/editor as seen in CNBC, WSJ, BI, CNN, Money & more | 📬 subscribe to my (free) newsletter all about TV past and present 📺 ⬇️ she/her
ig @thoughtsandbars @WallStHoops
678 Followers 1K Following basketball, hip hop, or straight nonsense.
Confessions Of A Mark.. @MarketMakerSins
38K Followers 15K Following Listen https://t.co/HqjGSbQHyq Part of the Digital Branding Agency team at https://t.co/pZ39qdYSvp
Reese Harper, CFP® @reeseharpercfp
1K Followers 414 Following CEO @ https://t.co/ido65dBJQj, Founder @ https://t.co/ZZb6Yl4c4R. Always learning.
Diana Gisel Yáñez, .. @DianaGisel_Y
603 Followers 458 Following I help women of color entrepreneurs create systems for their money to become a supportive foundation for themselves, their loved ones, and their communities.
Future Proof @FutureProof_HQ
3K Followers 471 Following Step Into a New Era of Wealth Management with Future Proof Future Proof Festival, Future Proof Citywide, and Future Proof Retreat.
Archived: Lt. Gov. Jo.. @FettermanLt
71K Followers 261 Following Archived official page for Pennsylvania Lieutenant Governor John Fetterman.
Neesha Hathi @neeshahathi
744 Followers 186 Following @CharlesSchwab Managing Director, Head of Wealth & Advice Solutions. #WealthManagement #Leadership & #FinancialServices. Disclosures: https://t.co/vbCUwlr1Hl
Ron Shevlin @rshevlin
42K Followers 9K Following Chief Research Officer at Cornerstone Advisors. Senior Contributor at Forbes where I publish the Fintech Snark Tank blog.
Micah Hauptman @MicahHauptman
1K Followers 2K Following Director of Investor Protection at Consumer Federation of America (CFA). Formerly SEC, CFA, Public Citizen. All tweets are my own
Theodora (Theo) Lau -.. @psb_dc
64K Followers 7K Following Founder @UnconventionVc | 📚 Author: Beyond Good and The Metaverse Economy | #OneVision Podcast | Advisor | Speaker | #Fintech | #AI | #Longevity | #TechForGood
Hunter Horsley @HHorsley
37K Followers 2K Following 7 years in crypto. CEO @BitwiseInvest ($3B+ AUM) — crypto index funds, ETFs, active solutions, & SMAs for professionals. Formerly Facebook, Instagram & Wharton.
Megan Belt @meganbelt
1K Followers 3K Following Director of PR @CarsonGroupLLC. #FinTwit. Storyteller. Writer. News junkie. Traveler. Book nerd. Mom of 2. Hawkeye. Happiest by the water. Thoughts are my own.
Jess Flynn @jsodman
201 Followers 435 Following Empowering Women | Mom x3 | #ConsumerBehavior & Marketing Pro | #ElderMillennial | #CrimeJunkie | #Gamer
Sheryl O'Connor @SherylO06959593
252 Followers 610 Following Executive Leader Retirement Specialist | 2022 Wealthies Finalist | 2021 Luminaries | 2020 Inspiring FinTech Female Founder | Female Founders in #FinTech
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
Grace S. Yung, CFP® @GraceYung1111
572 Followers 359 Following CEO & Founder | Wealth Advisor, Midtown Financial Group LLC, Securities offered through LPL Financial, Member SIPC https://t.co/RPHo9ksYRZ
Irene Berner, MBA, CF.. @BernerFinancial
1K Followers 1K Following Guiding Women Through Life's Transitions. Securities offered through LPL Financial, Member SIPC https://t.co/O1BbhCZKL8.
Kathleen Zemaitis @KMZemaitis
639 Followers 429 Following Empowering advocate of women, ally, stormer and former, entrepreneur,cupcake lover, #Diversity and #Inclusion #women #ZInclusion
Julie R. Bates, CFP® @AskJulieBates
170 Followers 281 Following Securities offered through LPL Financial Member SIPC https://t.co/PE68r4XsYI Not NCUA Insured Not NCUA Guaranteed May lose value, Not Credit Union deposits.
MoneyWomen @WomenWhoMoney
6K Followers 5K Following Helping you do money better - Make it, Save It, Invest It, Spend it! Authors of Estate Planning 101 https://t.co/ZE1GOxrFz3 @MSDLifeCoaching @LifeZemplified
The DeadCaitBounce Ex.. @DCBExperience
3K Followers 374 Following The crypto podcast for TradFi people // Onboarding for the future of finance with @DeadCaitBounce
Matthew Bellows @mbellows
3K Followers 1K Following Founded, grew and sold three software companies. Writing on startups, money, meditation and feeding people - https://t.co/zbm5iCBTGo
Rianka R. Dorsainvil,.. @Rianka_D
4K Followers 806 Following Co-CEO @2050wps, Host @2050TBs, CFP®, Past Nat'l Prez @FPANexGen, A voice for next gen of fin planners, @CNBC FACouncil, IN 40 Under 40, AKA, Hokie
NYDIG @NYDIG
54K Followers 228 Following NYDIG is a leading bitcoin company that offers a full suite of bitcoin services for institutions & corporations.
Keri I. Pugh CFP®, A.. @KeriIPugh
2K Followers 3K Following Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC https://t.co/R6PQK3nlDl
If AI starts really pulling in user-generated content (images and videos).. to allow users to SEE what they are looking for... it will be a MASTERFUL combo of both strategies H/T to @ENVDani where I saw the article originally
My son's school assignment: "interview your parents about their wedding day. Include a photo" Now I'm down the rabbit hole looking at our wedding photos from back in 2011, realizing we never had an album printed Now Im determined to get one made "The waves of grief" is so apt
My TL is a wonderful menagerie of Bitcoin ETF hopium and DEI hatred. God bless America.
@RetirementRisks First thing that comes to mind. As an independent, I can occasionally nap in my office when needed. Not so much as part of a firm 😉
@RetirementRisks I've always thought of it as leaving the W2 or 1099 world and establishing/owning your own RIA
Ok, I’m out. Have a great weekend everybody. Here’s a favorite Nietzsche quote in the meantime… “There is more wisdom in your body than in your deepest philosophy.”
@jasonpereira @ENVDani The Curse of Knowledge strikes again!
@ENVDani x.com/morganhousel/s…
When communicating, “know your audience” quickly becomes “pander to your audience.”
@ENVDani As my super-smart husband always said "Design is really just problem solving"
@ENVDani And half the time, that need is already met but they don’t realize it.
"The light that burns twice as bright burns half as long.” Nothing is permanent. Nothing lasts forever. I’m just so grateful we got to have you for as long as we did.
@ENVDani Paperwork around new account set up.
From football to basketball. Love cheering him on.
Hey @eriksmithcfp find this kids family and let’s offer him a job at @401Financial. That’s the mindset right there!
Keep your eyes on #4 for Iowa here. He’s the first one that missed a tackle and falls down at the 5.
The joy of Christmas thru her little eyes! Had so much fun at our town’s Christmas parade. She waved at everyone 🎄🎅🏻❤️
I love a CEO that doesn't cut you off mid-sentence Let's you elaborate on your ideas Truly listens before responding And makes a real investment in their ppl (not just product) Feeling grateful for the strong leaders around me! 🙏
I'm looking so forward to seeing this well-deserved documentary. @FiSurgi
Introducing: The Life of David Rhoiney A sneak peek behind the scenes of a major new Infinite Media film & book project chronicling the extraordinary journey of Dr. David Rhoiney (@FiSurgi). ___ David Rhoiney was born at the bottom. As an impoverished African American child,…
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