Equita Financial Network @EquitaFn
We're committed to changing the financial planning industry with a community that empowers women advisors to do their life’s work and build thriving businesses. equitafn.com Serving Advisors Nationally Joined September 2019-
Tweets354
-
Followers81
-
Following85
-
Likes111
If you are attending the SHIFT Conference next month, let's get together for Cocktails & Conversation in Orlando! Katie Burke CFP® & Bridget Venus Grimes, CFP® are hosting this exclusive event for women advisors. If you would like to join us please RSVP by 3/18
Register Now: Inspiring Insights Webinar on Wed. Feb. 28th - Strengthening Client Bonds: The Role of Multi-Generational Financial Literacy with special guest @SamXRenick. ✨ Financial Literacy Month begins April 1st - plan now to make a difference. zoom.us/webinar/regist…
Join us next week for this #InspiringInsights webinar for #Financial Advisors on working with widows. zoom.us/webinar/regist…
Don't miss tomorrow's Inspiring Insights Webinar. Join the live event for one hour CFP® and NAPFA CE Register here: zoom.us/webinar/regist…
Co-founder Bridget Venus Grimes, CFP® is featured on the latest edition of the @MichaelKitces Nerd's Eye View FA Success Podcast where she discussed finding personal scale by leveraging herself through delegation. kitces.com/blog/bridget-v…
Equita Co-founder Bridget Venus Grimes, CFP® will be attending the @fpassociation Annual Conference. Any women advisors also attending are invited to attend "Cocktails & Conversations" on Thursday at 6 p.m. at Barrel & Bushel in the Hyatt Regency RSVP to [email protected]
We are so excited to share our newest offering at Equita: Community Membership! Be a part of our thriving online community for $39/month. Find out more and apply here: equitafn.com/equita-financi…
Next Wednesday's #InspiringInsights webinar will give advisors some great information on Emergency Continuity Planning plus 1-hour CE credit for CFP® and NAPFA. Register here to save your seat: zoom.us/webinar/regist…
Wednesday's webinar was just approved for 1-hour CFP® CE and NAPFA CE - Don't miss it live to get your credit! zoom.us/webinar/regist…
Based on the @JDPower Survey #advisors are struggling. Insights and solutions in this short read on how outsourcing and delegation streamline work so that you can spend more time with clients = growth equitafn.com/insights-from-…
We are really looking forward to hearing from Justin Fitzpatrick, Co-founder and CIO of @WeAreIncomeLab tomorrow at 4pm ET during our #InspiringInsights webinar Find out more and register: zoom.us/webinar/regist…
We are very excited to welcome our newest member firm Modern Family Finance! fiduciaryvoices.com/articles/equit…
We are very excited to welcome our newest member firm Modern Family Finance! fiduciaryvoices.com/articles/equit…
Join us this for Inspiring Insights: ChatGPT and other AI Tools: Overhyped or Worth a Try? How and When to Use June 28, 2023 4pm ET Zoom webinar Find out more and register: zoom.us/webinar/regist… @marieswift @sulemandn @Charlie_VanDerv
Don't miss today's webinar with Mindy McCubbin and Katie Burke. We still have seats available. More info and registration: zoom.us/webinar/regist… If you'd like a discount code email [email protected]
Thank you @advyzon for your continued support!
We are so excited to have a feature story in @Vetta_Fi Thank you @marieswift!
We are so excited to have a feature story in @Vetta_Fi Thank you @marieswift!
Sammy Rabbit @TeamSammyRabbit
4K Followers 5K Following Early age financial literacy through songs, stories, and a rabbit named Sammy!Shannon Rosic @ShannonRosic
1K Followers 2K Following NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYRangersAndrea McLaughlin @mclandrea29
10 Followers 147 FollowingFinology Software @FinologyTech
14K Followers 996 Following Student loan repayment planning tools for advisors.Timmy┃Stallion Capi.. @TimDouglas924
261 Followers 498 Following Under the Hood by Stallion Capital - a Podcast for Independent RIAs in the U.S to give their insights on the current market and alternative investments.Amanda M Stilwell @abmstilwell
723 Followers 2K Following Saved by grace. Wife, Mother of 3, Yoganize enthusiast, Holy Yoga, Health and Wellness Girl, Passionate for helping those in need, Love Life and Love OthersOFC Wealth Management @OfcWealth
14 Followers 56 Following Fee-only Comprehensive Financial Planning & Wealth Management boutique firm dedicated to empowering clients and providing ongoing financial guidanceUnMaskOurKids @FUunMaskOurKids
181 Followers 490 Following Fuck You to all you MaskHoles. You may Fuck Right off. FJBKwanti @KwantiAnalytics
686 Followers 428 Following We help financial advisors & investment managers build portfolios. Get immediate insights about performance, risk and allocation. Free trial: https://t.co/ceCE2SgTmaEllevate Advisors @EllevateAdvisor
62 Followers 179 Following Ellevate Advisors provides financial planning and exit coaching exclusively for financial advisors. (https://t.co/InnmqCBfUb)Justin Pritchard, CFP.. @PFBasics
485 Followers 986 Following Fee-only CFP® practitioner (also @ApproachFP). Retirement planning enthusiast.ACP @ACP_Planners
1K Followers 353 Following Alliance of Comprehensive Planners is the community of tax-focused financial planners operating under the retainer model.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.Laura 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/xZOBMT3EQfJoe Anthony ~ Financi.. @joeanthony
3K Followers 4K Following President @GregoryFCA helping finserv brands grow their marketplace visibility through PR, digital marketing, social media, savvy content, etc.Josephine @goodlettjosephi
186 Followers 3K FollowingTina 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 #TagrissoEmily @joseph_emily2
114 Followers 3K FollowingThe White Report @TheWhiteReport_
14 Followers 28 Following Designed to provide entrepreneurs in the independent investment advisory and financial planning fields with a myriad of ideas to fuel business success.Patricia @patricia_arabia
147 Followers 3K FollowingT3 Technology Tools @t3techhub
4K Followers 2K Following The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.Jay @jaywalkthewalk
45 Followers 2K FollowingIvanaSPEAR @IvanaSpear
8K Followers 732 Following Investing & sharing insights on B2B tech. 10yrs as ex. Citadel, Millennium, Tiger cub. Founder & PM of Spear Alpha ETF $SPRX. Disclosure: https://t.co/g80M93SeiWTorie Happe @TorieHappe
2K Followers 803 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️Advyzon @advyzon
902 Followers 411 Following Portfolio management/performance reporting, trading & rebalancing, billing, CRM, client portal, and document storage. All-in-one solution for financial advisorsShawna Ohm 🍉 @ShawnaOhm
5K Followers 2K Following Content marketing for financial firms @Content151. Made in Chicago. Forged in New York. Happiest in deserts. تحرر فلسطين 🇵🇸Diana Britton @Diana_Britton
7K Followers 3K Following Managing Editor, https://t.co/v0JKpu40MR Host of Transparency with Diana B., a podcast about advisors' personal struggles and healingTracey Longo @TraceyFAMag
624 Followers 1K Following Washington Editor, Financial Advisor Magazine https://t.co/PNfIyPW8o8. Free speech absolutist.Myriad Advisor Soluti.. @MyriadAS
135 Followers 307 Following Business Solutions for Independent Financial Advisors. Do what you do BEST! Let us do the REST!Danielle White @white_danielle
164 Followers 706 Following CEO @MyriadAS & Continuum Advantage. Business Consultant for Independent Financial Advisors, IBD's, RIA's, and Small Business Owners.Jeff Rall, CFP® @rallfp
1K Followers 908 Following I measure my success by how each client improves their own personal financial situation – as defined by them. Pro Bono ServicesJonny Swift @JonnySwiftIC
455 Followers 1K Following PR & Marketing pro in financial services industry. VP & Director of Social/Digital @ImpactMarComPR. Dad, husband, KC native, globetrotter, music lover/musician.Impact Communications @ImpactMarComPR
187 Followers 410 Following Building brands and enhancing reputations in the financial services industry since 1993Marie 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/FsnhHa1Al6Ross Marino, CFP®, C.. @Ross__Marino
3K Followers 2K Following Shift: Human-First Financial Guidance| CEO of @advisor2x | Podcaster/YouTuber | Financial Planner | Social Entrepreneur | Tweets not investment advicePascal WealthTech @PascalWealthTec
857 Followers 1K Following Digital solutions for financial advisors. Integrated Advisor Success Platform | Behavioural finance InvestorEQ | Client engagement & loyalty Living WealthCait @Cda4bCait
0 Followers 840 FollowingDori Thomas @DoriRThomas
121 Followers 905 Following Event Coordinator l Marketing Professional l Creator l Community VolunteerNAPFA @NAPFA
19K Followers 2K Following NAPFA is the leading association of Fee-Only financial advisors. Be sure to visit us at https://t.co/rgzyvhg5FB more insights on Fee-Only planning!VettaFi | Advisor Per.. @AdvPerspectives
17K Followers 3K Following VettaFi | Advisor Perspectives has moved! Follow @Vetta_Fi for investment research, interactive data-driven tools and insights! #VettaFiInvestments & Wealth .. @iw_inst
4K Followers 970 Following We are the premier source for financial advising news, podcasts, publications, current industry webinars, CE events and certifications! #ExceptionalAdvisorBrian Hart @BrianFlackable
3K Followers 1K Following Award-winning comms strategist & founder of national financial services #PR agency @flackable. Likes/RTs ≠ endorsement. Opinions my own.Lynette Jackson @_lynettejackson
19 Followers 884 Following DIY equities investor. Mum. Avid traveller. New dog owner. Use Twitter for learning.Molly Stanifer @Molly_Stanifer
99 Followers 480 Following Fee-only financial advisor @OldPeakFinanceGretchen Halpin @goochinbusiness
174 Followers 206 Following Business strategist, serial entrepreneur, master of momentum.HKS Women's Network @HKSWomenNetwork
361 Followers 187 Following Connecting, supporting & amplifying the efforts of HKS women & gender nonconforming individuals in authentic & powerful ways. #HKSWomenFamily Wealth Report @FWReport
6K Followers 318 Following Family Wealth Report is the premier news and analysis source for the family office and wealth management communityWealthSolutionsReport @wealth_report
139 Followers 15 FollowingJen Dazols @JenDazols
138 Followers 265 Following My work is where Money x Meaning. Address varies, but home is always San Francisco. One half of the best two-mom family. Our TED talk: https://t.co/EtPTgvzRrlContent 151 @Content151
480 Followers 280 Following The next best thing to doing your own marketing. Built for financial advisors.Roger Wohlner @rwohlner
12K Followers 2K Following Financial writer for financial advisors, investment managers and financial sites. Veteran financial advisor. Based in Chicago's NW Suburbs. Packer fan.MarketCounsel @MarketCounsel
2K Followers 247 Following MarketCounsel Inside Information Feed. Food for clients, industry press, trusted partners and others that really dig us. By the way, the feeling is mutual.Joel Bruckenstein @FinTechie
14K Followers 542 Following Financial Services Technology Journalist and ConsultantT3 Technology Tools @t3techhub
4K Followers 2K Following The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.Suleman Din @sulemandn
1K Followers 533 Following Advisor Intelligence Lead @advisorengine // Ph: (919) 839-3947 Em: [email protected] Opinions expressed are my own.Myriad Advisor Soluti.. @MyriadAS
135 Followers 307 Following Business Solutions for Independent Financial Advisors. Do what you do BEST! Let us do the REST!Diana Britton @Diana_Britton
7K Followers 3K Following Managing Editor, https://t.co/v0JKpu40MR Host of Transparency with Diana B., a podcast about advisors' personal struggles and healingTracey Longo @TraceyFAMag
624 Followers 1K Following Washington Editor, Financial Advisor Magazine https://t.co/PNfIyPW8o8. Free speech absolutist.Shawna Ohm 🍉 @ShawnaOhm
5K Followers 2K Following Content marketing for financial firms @Content151. Made in Chicago. Forged in New York. Happiest in deserts. تحرر فلسطين 🇵🇸Advyzon @advyzon
902 Followers 411 Following Portfolio management/performance reporting, trading & rebalancing, billing, CRM, client portal, and document storage. All-in-one solution for financial advisorsHolistiplan @Holistiplan
2K Followers 115 Following Holistiplan is an end to end tax planning tool for financial advisors. Founded by @Roger_S_Pine and @kevin_lozerBroad Street Brokers @BroadStBrokers
514 Followers 3K Following #Philly's newest #podcast 🗣| Wide range of topics & industries 🔥| The area's TOP #leaders 🎧| Presented by: @wcre1 @wcrecapital 🎤| Host: @ty_martin6Melinda McCubbin @MelindaMcCubbin
119 Followers 490 Following Founder of Truman Wealth Advisors. Institutional investor. mom. wife. runner. tweets are not investment advice.Anna N'Jie-Konte, CFP.. @anjiekonte
3K Followers 1K Following Financial Powerhouse Newsletter | President @re_envisionwlth | Lover of all things 💰, food & culture | tweets ≠ adviceTracy St John @FinancialAvenue
432 Followers 764 Following Fee-Only Financial Planner. Passionate about financial education, my faith, volunteering, traveling, gardening, & music. #GarrettMemberFiduciary Insurance G.. @FiduciaryIns
131 Followers 457 Following We cut the 🐂💩 out of the insurance process for RIAs.MyPerfectFinancialAdv.. @PerfectAdvisor
703 Followers 3K Following MyPerfectFinancialAdvisor is a new service designed to find the most perfect financial advisor for you, at this moment in your life.FP Alpha @_FPAlpha
884 Followers 2K Following Where AI meets financial planning. Enabling advisors to transform client data into comprehensive financial plans.Molly Stanifer @Molly_Stanifer
99 Followers 480 Following Fee-only financial advisor @OldPeakFinanceInvestments & Wealth .. @iw_inst
4K Followers 970 Following We are the premier source for financial advising news, podcasts, publications, current industry webinars, CE events and certifications! #ExceptionalAdvisorPascal WealthTech @PascalWealthTec
857 Followers 1K Following Digital solutions for financial advisors. Integrated Advisor Success Platform | Behavioural finance InvestorEQ | Client engagement & loyalty Living WealthImpact Communications @ImpactMarComPR
187 Followers 410 Following Building brands and enhancing reputations in the financial services industry since 1993Jonny Swift @JonnySwiftIC
455 Followers 1K Following PR & Marketing pro in financial services industry. VP & Director of Social/Digital @ImpactMarComPR. Dad, husband, KC native, globetrotter, music lover/musician.Jeff Rall, CFP® @rallfp
1K Followers 908 Following I measure my success by how each client improves their own personal financial situation – as defined by them. Pro Bono ServicesDanielle White @white_danielle
164 Followers 706 Following CEO @MyriadAS & Continuum Advantage. Business Consultant for Independent Financial Advisors, IBD's, RIA's, and Small Business Owners.Ross Marino, CFP®, C.. @Ross__Marino
3K Followers 2K Following Shift: Human-First Financial Guidance| CEO of @advisor2x | Podcaster/YouTuber | Financial Planner | Social Entrepreneur | Tweets not investment adviceCary Carbonaro, CFP®.. @CaryCarbonaro
8K Followers 8K Following Award Winning, Nationally Known Personal Finance Expert, TV Contributor, CFP Board Ambassador, Story & Truth Teller, #Speaker #cfppro @investopedia Top 100NINA O’NEAL @noneal510
3K Followers 1K Following Investment Advisor | Girl Boss | Boy Mom | Avid Reader | World Traveler | Music LoverMarie 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/FsnhHa1Al6Dori Thomas @DoriRThomas
121 Followers 905 Following Event Coordinator l Marketing Professional l Creator l Community VolunteerHKS Women's Network @HKSWomenNetwork
361 Followers 187 Following Connecting, supporting & amplifying the efforts of HKS women & gender nonconforming individuals in authentic & powerful ways. #HKSWomenAuthority Magazine @AuthorityMgzine
11K Followers 12K Following In-depth Interviews with Authorities in Pop Culture, Business, Tech, Wellness, & Social Impact. All of our storylines can be seen here https://t.co/RnGNVh3aPsRania H. Anderson @TheWayWomenWork
6K Followers 4K Following Executive Business Coach | International DEI and Gender Parity Speaker | Author - Transforming the WE we work and lead together.U.S. News & World Rep.. @usnews
182K Followers 707 Following Life’s decisions made here since 1933. News and analysis, consumer advice and the original rankings guide.Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePayMisty Lynch, CFP® @mistylynchcfp
1K Followers 2K Following Boston CFP® • Author • Host of Heartbroke and Demystifying Money podcast • Tweets are not adviceChloé Moore, CFP® @finstaples
954 Followers 1K Following Founder of Financial Staples, a virtual, fee-only financial planning firm that helps tech professionals align their finances with their values and purpose.Coryanne Hicks @coryanne_hicks
942 Followers 234 Following formerly @fidelity now freelance financial journalist, ghostwriter & maybe-novelist. love helping #women investors & #millennials. Retweets ≠ endorsements.Dr. Amanda Holdsworth.. @HoldsworthComm
2K Followers 3K Following Researcher and strategic storyteller supporting purpose-driven brands and educational institutions worldwide | Vice President, Strategy & OperationsSonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/HerAlex Wilson CFP®, BF.. @AlexWilsonPlans
818 Followers 3K Following Lead Financial Planner at Facet Wealth, She/HerCarl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.MyPlanMap @MyPlanMap
1K Followers 3K Following Your Financial Advice Made Visible. #fintech #financialplanning #financialadvisers #WealthTechStacey Cunningham @stacey_cunning
15K Followers 946 Following Markets enthusiast, former President and current Board member of @NYSE, proud auntAdvisorHub @advisorhubinc
9K Followers 98 Following Breaking news, unvarnished commentary and compensation information for financial advisorsInnovation Women @WomenInno
21K Followers 15K Following Tech/entrepreneurial/professional women - get your profile today. Event managers - find great female speakers for your events. Gender-balance your events!The long, windy road that WealthChoice founder Bridget Grimes took to become a financial advisor. ow.ly/FxKi30mcmHv
Are you prepared to respond to the “gray divorce” trend, as more couples aged 50-plus are calling it quits? How a certified divorce financial analyst designation may help. #financialadvisors bit.ly/3OL4rhj
Over 20 years ago, Marie Swift told Jim Ludwick to make friends with financial columnists by contributing frequently to their articles. This was a great way to demonstrate his value... Read VettiFi Advisor Perspectives: Demonstrating Your Value tinyurl.com/AP-JimL
One main thing that sets our comprehensive platform apart from a fragmented tech stack is that everything in Advyzon is built around advisor workflow. Our client dashboard combines portfolio reporting w/ info that would typically live in a standalone CRM: youtube.com/watch?v=vaVxEQ…
Hi friends. Hope you enjoy this month’s newsletter on the crossroads of Money, Mindset, and the Modern Family. This month I talk about Using Equity Comp to Fuel your Best Life, the Healthcare Plan for most people, and Reimagining Retirement. buff.ly/44P1QYN
In this 20 minute video webinar, my CPA colleague and I walk through a framework for how to think about your equity comp decisions and talk about how to use this wealth to support a life that you are excited about. buff.ly/3ZbHqbe
As a financial planner, I'm always asked about investing in uncertain times. Here are a few truths I believe. #1 is why we invest. #7 is why you can’t wait for the world to “calm down” before you invest. #10 is why we keep investing today even when a recession is likely.
Announced on Friday, @shapingwealth will hold its first-ever behavioral finance-focused virtual event, the BeFi Summit, for free on Friday, Nov. 3. wealthmanagement.com/news/shaping-w…
Look forward to bringing you some of the best ideas in alt investing Oct 4-5 at Inside Alternatives by @FAMagazine and @MoneyShow. Register to join us virtually below👇🏼
📢 Join Inside Alternatives by FA Magazine and MoneyShow on Oct 4-5, 2023, online. faconferences.com/insidealts/ Explore diverse asset classes like Private Equity, Precious Metals, Cryptocurrency, and more with industry experts. #InsideAlternatives #FinancialAdvisor #Alts
Inflation is far from a static factor and is just as variable as the other aspects of the plan. By treating it realistically and accounting for multiple scenarios, advisors can ensure they are offering the best recommendations! bit.ly/3PgWRdX
For October’s Advisor Video Academy, @IdeaDecanter invited PR and marketing expert @marieswift to help financial advisors dive into their own testimonial strategy. #ideakit #ideadecanter #videomarketing #AVA Click here to register: us02web.zoom.us/meeting/regist…
What’s the real scoop on long-term early retirement, especially when family and expenses enter the scene? I crossed paths with Jeremy during his Taipei days, and witnessing his relaxed attitude with money and his decade-long journey of early retirement was inspiring.
Need help talking to your clients about tax planning? We've got you covered. 🛠️ Introducing, the Marketing Toolkit! A brand new feature that comes free with every subscription level. Check your Tools & Resources tab to see it in action!
The little marketing agency I started 30 years ago in August 1993 is all grown up. We are known for hitting above our weight. #Celebrating30Years woo-who!!
Proud to be working with @MyriadAS @EquitaFn and @t3techhub - a trifecta resulting in this great podcast episode. Impact Communications has been building brands and enhancing reputations since 1993. Curious how we can help you? Get in touch! #celebrating30years
Perfect Sunday. Slept in late. Thought I would get a little work done while husband is at lake house w/ brothers, but then daughter & her fiancé invited me to brunch, followed by matinee of Guardians of the Galaxy, which was very entertaining.
Advisors are taking advantage of wealthtech AI via @justinlmack @finplan @ezragroup @craigiskowitz @Softlab360CEO @ENVDani @ENVintel @MorningstarInc @apexfintech financial-planning.com/news/how-advis…
This was a really ❤️interesting webinar yesterday thanks to @WeAreIncomeLab CIO Justin Fitzpatrick. The Income Lab software solution & client conversation framework is 🔥 If you’d like a 💯% 🆓 no-cost link to the replay, send an email to [email protected].
We are really looking forward to hearing from Justin Fitzpatrick, Co-founder and CIO of @WeAreIncomeLab tomorrow at 4pm ET during our #InspiringInsights webinar Find out more and register: zoom.us/webinar/regist…
This was a really interesting webinar yesterday thanks to @WeAreIncomeLab CIO Justin Fitzpatrick. If you’d like a no-cost link to the replay, send an email to [email protected].
We are really looking forward to hearing from Justin Fitzpatrick, Co-founder and CIO of @WeAreIncomeLab tomorrow at 4pm ET during our #InspiringInsights webinar Find out more and register: zoom.us/webinar/regist…
In this #HubTalk from @MorningstarInc's #SocialDigitalHub at #MICUS 2023 @JonnySwiftIC, @marieswift, @VictorGaxiola, and @ShawnaOhm of share fresh ideas for effective marketing and how to use technology to create compelling content. vimeo.com/showcase/10358…