Kate Healy @Kate__Healy
CEO & Founder, AdvoKateIQ, LLC. Strategic Advisor all things Growth: Marketing, NextGen client and talent development. Rutgers grad, Giants fan, Jersey native Joined October 2015-
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Thanks for having me Caleb! It was fun to talk about my #careerpath, working with #NextGen in #financialplanning and finding your perfect #job. #Students should check out all the resources on the @NewPlnrRec website. @FinServOrg @DiversitasFP
Thanks for having me Caleb! It was fun to talk about my #careerpath, working with #NextGen in #financialplanning and finding your perfect #job. #Students should check out all the resources on the @NewPlnrRec website. @FinServOrg @DiversitasFP
Join me in Chicago for the @investmentnews Women Advisor Summit next month. Use code SPEAKERKATE for a 20% discount. #INWomenAdvisorSummit
Well this is a DEAL 🔥 🔥 🔥 Also, it’s a deal for full price if you don’t win.
Well this is a DEAL 🔥 🔥 🔥 Also, it’s a deal for full price if you don’t win.
Hey Twitter Advisor Friends! I have a great candidate for your firms graduating soon from Ohio State and @FinServOrg looking for a role in Ohio. If you are interested send me a DM with email or a connection and Ill forward along resume :) @Bmoney_CG @jaqcampbell…
This is one heck of a podcast. This episode is a must listen for students, faculty and young professionals. @RetirementRisks & @FiSurgi knock this one out of the park with @Kate__Healy. Go team go. @FinServOrg
This is one heck of a podcast. This episode is a must listen for students, faculty and young professionals. @RetirementRisks & @FiSurgi knock this one out of the park with @Kate__Healy. Go team go. @FinServOrg
Thanks so much for having me on this podcast. And if you are tired of hearing from me, then just listen to check out Valentyna’s 1st podcast! She’s a natural 🎙️ 👏🏻 @FinServOrg is making a difference with #NextGen #financialplanning #students
Thanks so much for having me on this podcast. And if you are tired of hearing from me, then just listen to check out Valentyna’s 1st podcast! She’s a natural 🎙️ 👏🏻 @FinServOrg is making a difference with #NextGen #financialplanning #students
Quick deadline but worth it for upcoming #CFPexam takers. Thanks to the great @PeggyRuhlin, more women have a chance to become #CFPPro and help families face better futures.
Quick deadline but worth it for upcoming #CFPexam takers. Thanks to the great @PeggyRuhlin, more women have a chance to become #CFPPro and help families face better futures.
Excited to be speaking about my favorite topics with some of my favorite people this week at @barronsadvisor Independent Summit with @thehannahjmoore @carinasdiamond @JuliaCarlson_ Don't miss Succession Planning & the Search for Next Gen Talent #BAIndependent #hiring #talent
ICYMI - Great article on our Diversitas panel discussion along with Samuel Calhoun and @HashtagForAbbie Abbie Sheridan on the the many different career paths available in #wealthmanagement & #financialservices. insurancenewsnet.com/innarticle/fin… #careers #internships #marketing #fintech
Ouch. 76% of advisory firms have never engaged with a cyber expert. Insights from @FinTechie here at @NAPFA Large Firms Forum,
There’s still time to register for @DiversitasFP tomorrow. Learn about ALL the careers in #wealthmanagement. There is so much more than #financialadvisor roles diversitasfp.org/diversitas-eve…
Start the year by giving back! CFP Board, in partnership with @PowerProBono, connects skilled #CFPpros with people, families & communities in need. Provide free financial advice & be a positive force for change in the new year. Get started here: cfp.net/career-and-gro…
Year end planning due 12/31/23
Love this book @SamanthaTwenty. I know Ryan is so proud of you all, and his legacy, My annoying, irritating, always-in-the-way shadow. Bonus that the book matches my tree!
Excited to work with this team to further the mission of helping #NextGen find their path in #financialservices!
Excited to work with this team to further the mission of helping #NextGen find their path in #financialservices!
Don’t forget to register to become an #intern or to create an #internship through the @blxinternship program. Deadline is 12/31/23. This case study is a great read showcasing the opportunities for firms and interns.
Don’t forget to register to become an #intern or to create an #internship through the @blxinternship program. Deadline is 12/31/23. This case study is a great read showcasing the opportunities for firms and interns.
Be humble and kind. But know your worth.
Thank you @MarketCounsel for giving FFP the stage at #MSUM23 to talk about "The Case for Pro Bono Financial Planning"! According to our data, 46% of CFP® professionals would be more likely to work for a firm that encourages pro bono service. Learn more: ffpprobono.org/case-for-pro-b…
Just because we are a regulated industry doesn’t mean RIAs can’t have an authentic personality and develop a compelling value proposition for their target clients, notes @sspotswoodrfg at #MSUM23. 💡✨ @Diana_Britton @wealth_mgmt @AlarisACQ @MarketCounsel
What makes you attractive for acquiring firms is the same as what makes you an employer of choice - a clearly defined mission, vision and values - that’s your culture. @sspotswoodrfg #MSUM23
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
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
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 💕
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
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 #Tagrisso
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
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
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
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
Dr. Preston D. Cherry.. @DrPrestonCherry
2K Followers 2K Following Founder @ConcurrentFP. Help affluent GenX build wealth to achieve financial freedom. @CNBC Advisor Council. Top 100 Advisor by @Investopedia. Tweets ≠ advice.
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial advisors drive growth with better marketing and branding 🚀 | Some DIY 🛠 gardening 🌱and dad 👨👩👦 stuff too
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
Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
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.
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
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
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 🇵🇸
Douglas A. Boneparth @dougboneparth
269K Followers 624 Following President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: https://t.co/CNtZzhgQMu
Vladyslav Blahun @vladyslavblahun
49 Followers 890 Following I design websites for advisors, empowering them to bolster their credibility and inspire trust.
Mayflower Advisors @MayflowerAdvis
76 Followers 1K Following A New World Approach to Financial Service Solutions. Globally recognized, top-ranked, award-winning, Independent Registered Investment Advisor.
Luumar @luumar_uas
169 Followers 492 Following Unmanned aircraft services. Agriculture, cargo, and imagery with the most innovative remote aerial vehicles.
ROM4IK_YOUTUBE @roma39670659
1K Followers 5K Following
Carter Gen. Vincent @vincent_ge69451
219 Followers 2K Following
Valentyna @lifeofvalentyna
5 Followers 44 Following
Rob Farmer @robfarmersf
703 Followers 2K Following #Communications Pro for Financial Services, #WealthManagement, #FinTech, #WealthTech #SanFrancisco Bay Area sports fan. (Views are my own.)
Beacon Pointe @BeaconPointeRIA
1K Followers 626 Following Beacon Pointe is a Registered Investment Advisory (#RIA) serving as trusted financial consultants for families and institutions. Tweets are not recommendations.
adrianwilson @adrianwils27028
93 Followers 568 Following
Cathy Curtis @cathy__curtis
459 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
ousman Bah @bahmusa914
69 Followers 1K Following hello I live with my grandmother and siblings, this is my new account now
Kian @slhzdh
147 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Dr. Matthias Hüsgen @_Huesgen
6K Followers 5K Following Co-Founder @BLACKEIGHT_B8 🎱 #BrandSparringPartner Purpose🥚Identity 🎅🏾 Strategy 🧠 Customer Centricity 🤩 Success🍾 Desire ❤️ Uniqueness 🐠 FOR YOUR BRAND
Stephanie Stiles @StephanieS47794
84 Followers 3K Following
anthonyslater @anthonysla47509
93 Followers 599 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
Cassie Jackson @cassieajack
120 Followers 408 Following Helping firms grow their financial planning revenue @AdvicePay Founder @sufferoutloudmt
Philipp Hecker @PhilippHecker
193 Followers 214 Following Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.
Plootus @WearePlootus
688 Followers 2K Following Plootus simplifies retirement planning for an average individual without paying exorbitant fees. Available through Apple and Android app stores.
ARQA @ARQA_AI
32 Followers 38 Following Next-level wealth management for RIAs, family offices, and HNW individuals.
Sean Ristau @SeanRistau
1K Followers 4K Following - Entrepreneur - Security Tokens - Digital Asset and Blockchain Supporter - Wealth Management - RIAs - Technologist - Father of 3 Beautiful Girls
Antonio Mariana @Invest_Maria
408 Followers 5K Following 🎯Global Trader/Investor 🔺Europe,Asia, African, American 🌏🌫 🎯Host 2x Setups In a week 🔻Come join us, My purpose to share/inspire
Susann @saunderssusann1
187 Followers 3K Following
Janet McCarthy @janet__mccarthy
6 Followers 120 Following Public relation and social manager officer for Elon Musk | Part of the Tesla team | Looking to make the world a better place ♻️🌎
zkdope @zkdope
846 Followers 4K Following $XRP rfT9vQ9UaYhnoKWpevd8BABAmD4QmJtrb1 # no tag $SOL 952NhqSkZJ6VreCAQHoAzJv57gPBaMXcJdd8h6fsjJmb
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 advisors
OFC Wealth Management @OfcWealth
14 Followers 56 Following Fee-only Comprehensive Financial Planning & Wealth Management boutique firm dedicated to empowering clients and providing ongoing financial guidance
Clara @clarabaldwin22
124 Followers 3K Following
Kadie Bangura @KadieBangura13
9 Followers 46 Following life insurance expert. tax-free retirement. “Start moving your money from forever taxed accounts to never taxed vehicles” Ed Slott
Catherine Sizemore @truthissol
448 Followers 2K Following Christian, True Patriot , wife to loving husband, Mom to three sons, WWG1WGA 🙏🏼❤️🇺🇸💪🏼
Kevin Hill @KevinHill99
798 Followers 5K Following In investing, what is comfortable is rarely profitable Do not put all your eggs in one basket. #stocktrading #financialfreedom #tradingtools
Jason Meyer @JMeyer21333
308 Followers 6K Following The link on my profile will take you to a lucrative platform where you can earn daily. This is the best project I ever came across in my entire life. Wow!
Natalie O’Dell @natalieodellPR
112 Followers 207 Following Account Executive, @StreetCred_PR | @Penn_State Alum
JenniferConnelly @_JennConnelly
2K Followers 960 Following Avid reader, sometimes tweeter, trusted confidant. Founder and CEO @JConnellyNYC
Sara Baker @SaraKBakerJD
25 Followers 50 Following Chief Planning & Legal Officer at Triad Wealth Partners
Heather Jackson @HeatherJac58337
104 Followers 3K Following
Dori Thomas @DoriRThomas
121 Followers 905 Following Event Coordinator l Marketing Professional l Creator l Community Volunteer
Impact Communications @ImpactMarComPR
188 Followers 410 Following Building brands and enhancing reputations in the financial services industry since 1993
Ashley Dudzik @Ashley_Dudzik
143 Followers 361 Following
imswbk1023qokht @odl75jpmwyp
4 Followers 225 Following BGMX Exchange stands as a decentralized platform for the #Bitcoin ecosystem https://t.co/1kpkSMMuqH
Joe Moss @joemoss_xyz
260 Followers 742 Following The RIA Tech & Marketing Guy | Community builder at ProAdvisorSuite & Conneqtor | Join my free community ⬇️
Kiana Lynch @LynchKiana7330
95 Followers 3K Following
Dan Bolton @Daniel_Bolton
2K Followers 1K Following Trying to make the world a better place | Married to the incredible @PBolton_ | VP, Corporate Marketing at @NitrogenWealth
Kelly Brown @FrankDa48829012
384 Followers 2K Following Talking about my self,I love friends and family, I am a fun person and make friends easily. I love life, love my family😊❣️💕
Jeff Thomas, Host of .. @InvMasterminds
315 Followers 1K Following Creator and Host of the Investment Masterminds web-series featuring talent from across the financial services industry and beyond.
Beth @Beth_Rubinoff
122 Followers 387 Following The Beth Time Ever | Business Development at @wealth_mgmt
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
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
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
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
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 💕
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
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 #Tagrisso
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
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
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
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
Dr. Preston D. Cherry.. @DrPrestonCherry
2K Followers 2K Following Founder @ConcurrentFP. Help affluent GenX build wealth to achieve financial freedom. @CNBC Advisor Council. Top 100 Advisor by @Investopedia. Tweets ≠ advice.
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial advisors drive growth with better marketing and branding 🚀 | Some DIY 🛠 gardening 🌱and dad 👨👩👦 stuff too
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
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.
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
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
Beacon Pointe @BeaconPointeRIA
1K Followers 626 Following Beacon Pointe is a Registered Investment Advisory (#RIA) serving as trusted financial consultants for families and institutions. Tweets are not recommendations.
Cheryl Pounder @cherylpounder
11K Followers 1K Following 2 x Olympic Gold Medalist, Motivational Speaker, Broadcaster, Co-Host Her Mark Podcast 🏅🇨🇦
Cassie Jackson @cassieajack
120 Followers 408 Following Helping firms grow their financial planning revenue @AdvicePay Founder @sufferoutloudmt
Snappy Kraken @SnappyKraken
5K Followers 3K Following A complete digital marketing system for financial advisors who care about meaningful connections.
Leighann Miko, CFP® @EqualisFP
1K Followers 688 Following Financial planner | Co-Founder Avise Financial | Founder Equalis Financial | LGBTQ+ creatives & progressives | Heirs redistributing wealth | LA & PDX | she/her
Torie Happe @TorieHappe
2K Followers 803 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Dan Ariely @danariely
197K Followers 8 Following Professor, Scientist, Bestselling Author, Experimentalist at heart.
Jack Sharry @JackSharry52
248 Followers 454 Following EVP & CMO at @LifeYield | Advancing the conversation on the future of #FinancialAdvice
Future Financial Plan.. @futurefinplan
40 Followers 265 Following A community of opportunity & accountability. 🤝 We are students, career changers, and young professionals supporting each other. Host: @finadvocaterach Join! ⬇️
Abbie Sheridan @HashtagForAbbie
164 Followers 374 Following NYC PR pro living life by the seat of her pants.
Srishti Assaye Chahal @srishti_assaye
168 Followers 380 Following Communications Pro | Feminist | Activist | Social Reformer | Storyteller | Creative Geek (She/Her)
Devon @DevonDFD
369 Followers 117 Following Founder of DFD Partners, the data driven, distribution platform for asset managers
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.
Kristina Hooper @HooperKristina
136 Followers 1K Following Investment strategist, financial literacy advocate, proud mom. Views are my own.
Jean Chatzky @JeanChatzky
80K Followers 67K Following Award-winning financial journalist. NYT & WSJ Best-selling author. Co-founder & CEO of @hermoneymedia & host of the #HerMoneyPodcast.
Integrated Partners @Integrated4FAs
927 Followers 553 Following Advisors - you have your clients' backs. Who has yours? Join us. Let's talk! Securities offered through LPL Financial, Member FINRA/SIPC, https://t.co/17C89ynmA1 & https://t.co/ByaEosqmwH
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 advice
Heather Joelle Bonepa.. @averagejoelle
8K Followers 2K Following Attorney. Author. Biz affairs for @dougboneparth. Helping couples talk better about money on The Joint Account 💕 💸 👇. Views def my own.
JenniferConnelly @_JennConnelly
2K Followers 960 Following Avid reader, sometimes tweeter, trusted confidant. Founder and CEO @JConnellyNYC
Sara Baker @SaraKBakerJD
25 Followers 50 Following Chief Planning & Legal Officer at Triad Wealth Partners
Elements @Get_Elements
1K Followers 492 Following Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
joanne bradford @jbradhere
4K Followers 1K Following Chief Money Officer - Personal Finance Expert. Keep Planning. Keep Living.
Kat Cole @KatColeATL
69K Followers 30K Following President & COO Athletic Greens @drink_AG1, helping people lead growth & change, life w/@daleyervin, ex COO & President @FOCUSBrands
Shaun Kapusinski (HIF.. @shaunkap
159 Followers 305 Following HIFON - RIA Operations Network; National Study Group. https://t.co/438abXwFUE Believer, Husband, Father, Runner, Reader.
The FinServ Podcast @FinServPodcast
19 Followers 3 Following The #1 podcast for Financial Services. We showcase the leadership stories of the icons and legends of financial services.
FMG @FMGSuite
5K Followers 4K Following FMG is the leading automated marketing platform for financial advisors providing an all-in-one integrated suite of marketing tools.
Dan Bolton @Daniel_Bolton
2K Followers 1K Following Trying to make the world a better place | Married to the incredible @PBolton_ | VP, Corporate Marketing at @NitrogenWealth
WealthSolutionsReport @wealth_report
139 Followers 15 Following
Erin Wood @ErinWood402
930 Followers 555 Following Mother to two👨👩👧👦 Wife to one. SVP - Financial Planning. CFP. RV Traveler🚐Amateur Meditator🧘🏻♀️Foodie 🍽 Believer in all things possible.
Kate Dore, CFP® @katedore
10K Followers 2K Following Personal finance reporter @CNBC. CERTIFIED FINANCIAL PLANNER™. Expert snacker. Bi. 🏳️🌈 [email protected]
Luis Marroquin @Mluise96
77 Followers 100 Following Still trying to discover who am I, de aquí y de allá.
Daniel Yerger, MBA, C.. @DanielYerger3
1K Followers 57 Following Owner of MYWP, PhD in PFP Candidate studying compensation, teach investment & retirement at UC Boulder, Nexgen Rep @ FPA Executive Committee, NAPFA West Board.
David Armstrong @djamesarmstrong
1K Followers 843 Following Executive content director for @InformaConnect https://t.co/YTpmRrL2dY
The AGC™ @theadvisorgc
3K Followers 804 Following A private, online community for financial advisors looking to grow personally & professionally with their peers. Co-founders: @jus10castelli & @definefinancial
Advisor Circle @AdvisorCircle
941 Followers 235 Following A venture studio and incubator that aims to modernize the financial services industry through design, experiences, and technology.
Sahil Bloom @SahilBloom
1.1M Followers 127 Following Exploring my curiosity and sharing what I learn along the way. Gave up a grand slam on ESPN in 2012 and still waiting for it to land.
Amy Irvine @amyirvineadvise
505 Followers 385 Following (CFP®, EA, MPAS®) Rooted Planning Group-formerly Irvine Wealth PS. I get to do what I love every day! Financial Planner. Wine Enthusiast. Email me for ADV Disc.
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 #NYRangers
Mitchell Baldridge @baldridgecpa
88K Followers 1K Following I help Business Owners and Real Estate Investors save tax and keep more of their hard earned money. Building Baldridge Financial @recostseg and @betterbkg
Greg Bartalos @gregorianchance
2K Followers 499 Following Editor-in-Chief, Barron's wealth & asset mgmt group. The Way Forward podcast + newsletter. @barronsadvisor @barronsonline Ex: @Bloomberg @YahooFinance @RIAIntel
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
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/xZOBMT3EQf
Intention.ly @intention_ly
303 Followers 136 Following Be inspired to change the way you think about growth.
Valerie Rivera, CFP®.. @1GenWealth
3K Followers 2K Following CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
The ability to think long term is a competitive advantage.
The Latest Episode of the New Planner Podcast is out Now! Advocating for the Next Generation Financial Planner with Kate Healy @Kate__Healy newplannerrecruiting.com/ep-177-advocat…
My 8 yr old pitched his first 2 innings in Little League tonight My heart has not beat that fast in a loooong time Parents-What is it about watching your kid put themselves out there & take a risk publicly that just GETS you? I can speak in front of 1000s-but this? NAIL BITING
I did it… I finally did it. I incorporated my horses into WealthStack 😂 (disclaimer, horses will not be present at the conference)
Are you ready to ride into the future of financial advice? ShannonRosic, Director of WealthStack Content and Solutions sheds some light into what you can expect at this year's event! Find out more here: spr.ly/6010bWYzp
When you’re just absolutely IN it planning for your annual conference and you become unhinged, your friends start sending you meeting requests like this 😂 @jasonpereira you have the patience of a saint 🙏🏻
They put cilantro on my tacos today. 💔
Ending a great conference with a great experience en familia 🥰 The gardens at the Biltmore estate are incredible!
If we had to pay for things in time instead of money, I suspect people would make very different choices. Spend wisely.
𝗪𝗵𝗮𝘁 𝗱𝗶𝗱 𝘆𝗼𝘂 𝗱𝗼 𝘁𝗼𝗱𝗮𝘆 𝘁𝗵𝗮𝘁 𝗯𝗿𝗼𝘂𝗴𝗵𝘁 𝘆𝗼𝘂 𝗷𝗼𝘆?® ⭐ We have a lot of JOY to share at Mitlin Financial, Inc® today ⭐ Jorrell Bland @JReLLz35 being nominated for @investmentnews NextGen Advisor of the Year, his first industry award, is a truly…
Mom of 3 Parenting Hack: Around 4 PM, put out a plate with a bunch of different cut up of veggies (carrots, cucumber, peppers -change it up) with ranch & hummus. DON'T SAY ANYTHING. Watch as kids eat their veggies BEFORE you even get to dinner. Voila! Works like a charm!
Today is 6 months since my husband passed Before he died, my husband wrote our 3 young kids a letter This letter was one final gift-a guide for our family. Everyone who has read it said a version of the same thing Reading this letter has changed them my-grey-matters.com/grey-blog/on8a…
Check out @btreichelesq break down the new DOL rule tomorrow. streamyard.com/watch/AfZf6kcr…
There is no one sized fits all approach to financial planning
There is no use for political "news" shows in neutral public service places like grocery stores, education areas, government services, doctor's offices, etc. Turn on some cartoons, cooking shows, the weather channel, wildlife documentaries, Reading Rainbow or Bob Ross!
@lady__bost What a joke this list is. Seriously, if you don’t own any cattle by the time you’re 40, you’re a total loser!
Imagine someone telling you what the fitness standard is for ALL 40 year old's It would be ridiculous You don't start with the same body as everyone else You don't have the same fitness needs as every other 40 year old Don't get sucked in by finance standards like this…
By the time you’re 40 you should: 1. Have no consumer debt 2. Save at least 30% of income 3. Own a home 4. Have stable career path 5. Have $200k saved for retirement. Check all 5 and you’re doing amazing!
Ready for a great day at @investmentnews #RIAActivate
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