Rick Williamson @RickyRedtail
Director of Training for Redtail Technology. Traveler. Speaker. Joker. Lover of movies. Master of GIFs. @ThePopcornDiet co-host. All thoughts are my own. redtailtechnology.com Chandler, AZ Joined December 2012-
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In honor of #MayTheFourthBeWithYou, who's a favorite Star Wars character of yours and why?? I'll start: Andy Serkis as Kino Loy. Andor on Disney+, is a complex, adult-driven espionage tale of the early days of the rebellion. It has some of the best storytelling of the series.
Hopefully this won’t get me cancelled, but I’m gonna zag on the #Eclipse. The moon is in front of the sun. It happens. But if you’re into it, no hate to you. Live it up, eclipse-heads. This is your moment.
HOT TAKE: Professional wrestling might be the last GREAT form of live storytelling. It’s a stunt show, a soap opera, an athletic competition, and a Street Fighter game, all while honoring 50+ years of canonical story. It’s #WrestleMania weekend. My inner child delights.
Nothing will beat the original Road House, but I enjoyed the Jake Gyllenhaal remake. It takes the basic premise but does different things. Jake’s Dalton is funnier but darker, the action is fine, and the bar is the type of beach bar I’d dream of hanging out at daily. #RoadHouse
Amazing that we have 3 different pro wrestlers-turned-actors, who are all in three different lanes, but who are amazing in those lanes. The Rock is the Hollywood superstar. Batista is the respected character actor, and Cena is the comedic wunderkind. Delightful.
Alright boys and girls, I wanna know what your post #OrionAscent sleep stats were. I basically went into a coma for half a day after such an amazing week with you all. @orionwealthtech @RedtailCRM
Good to see you my friend!!
“Keep humans in the loop,” says @LouisBRosenberg. 🧠✨ If you’re using #AI, use it to guide you, but still have humans in the decision making room. ✅ #OrionAscent @RickyRedtail @orionwealthtech
Real or AI? 🤔 @RickyRedtail puts the audience to the test! 👀 #OrionAscent
Earlier this week, we took to the streets to find out just how much advisors know about money. How many did you get correct? #OrionAscent
Rick Williamson & Phil Toews info-packed Orion Ascent fireside chat is today, 8:30am PDT! Breakout 10:50am PDT, ‘The Blindspot That Could Cost You: What Clients Want from Their Advisor and Their Portfolio’. #OrionAscent 6478241MK
It's been an amazing first day of #OrionAscent so far! 🤩 From #unstoppable breakout presenters to the amazing food to all the connections being made, we're off to a great start! Now onto the afternoon's keynote with Daniel Clifton — and our Bacon and Bourbon Bash! 🥓🥃
‘Richard Orion’ (@RickyRedtail) putting smiles on everyone’s faces at #OrionAscent! This man is a born entertainer. 🎤💥😄 @elenaspeaking @ShannonRosic @natalieodellPR @orionwealthtech
So grateful to be hanging out with these two unstoppable women at #OrionAscent! 🌟 Loving every minute of this conference so far. ✨👑✨ @orionwealthtech @natalieodellPR @ShannonRosic @wealth_mgmt @StreetCred_PR
Lunchtime at #OrionAscent in sunny San Diego on the Marina Terrace as “Richard Orion” holds a fireside chat…
The @RickyRedtail (otherwise known as Richard Orion) interviews with @ShannonRosic at @wealth_mgmt about generative AI and more. 👀🤖💥 #OrionAscent @orionwealthtech @RedtailCRM
LFG!!! #OrionAscent
The unstoppable Natalie Wolfsen kicks us off at #OrionAscent! @orionwealthtech 🎉
Natalie Wolfsen shares that advisors are spending only 36% of their time engaging with clients 🤯 #OrionAscent
Aaron Klein @AaronKlein
20K Followers 419 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.
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
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
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
Anthony Stich ✈️ .. @anthonystich
4K Followers 876 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
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
Torie Happe @TorieHappe
2K Followers 801 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
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
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // @moonwalkfitness lover
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
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Matt Ackermann @acketyack
4K Followers 2K Following Dad, husband, coach. Chief content officer at Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/l1QBcj5heH https://t.co/H1MUdL3Grd
Liv Gagnon 🎵 @LIVgagnon
1K Followers 911 Following Co-founder @hellochoir | Committed to putting underrepresented Voices on conference stages | PR & Brand specialist for mission-driven co's
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
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
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Charlotte Geletka #Th.. @CharlotteGelet1
2K Followers 726 Following Silver Penny Financial managing partner| @investmentnews 40 u 40 | mama of wild boys| lover of strong coffee,tennis, travel and investing tweets are not advice
Harsha K @liveharsha
2K Followers 3K Following WealthTech Consultant ⎟Advisor for Early-stage Startups
SamanthaTurner @0SLH0h092Zhi9
0 Followers 289 Following
Theytaez @TheytaeznSn1aW
2 Followers 369 Following
Lilly @wivzjo16khscdr
1 Followers 96 Following Somos una empresa de reclutamiento a tiempo parcial en El Salvador, trabajando todos los días. Si está interesado, envíe +tg al número https://t.co/1H9HmXbBmD.
JudyMill @G6F94ljY7sHP7I
0 Followers 280 Following
OliveYule @9o6Eztw8Yp7Bn6q
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Neartheyth @Neartheyth0tIi
1 Followers 505 Following
Mayflower Advisors @MayflowerAdvis
107 Followers 1K Following A New World Approach to Financial Service Solutions. Globally recognized, top-ranked, award-winning, Independent Registered Investment Advisor.
Sona Dukette @SDukette29614
94 Followers 5K Following
Shaafici 1234 Cabdifi.. @1234Shaafi48523
6 Followers 234 Following
Maryjo Caballero @MaryjoCaballe
88 Followers 5K Following
Agatha Benson @eh5k4etomjjw
6 Followers 278 Following Startups | Fintech | E-commerce | Operator and investor
Zainab Sitzes @ZaiSitze
21 Followers 3K Following
Dominic Jenkins @dominic33888
6 Followers 188 Following Advisors come to us when they want to partner with CPAs.
Edie Namaka @edie_namak
61 Followers 5K Following
Kamala Kugel @KugeKama
37 Followers 5K Following
Leilani Pujols @pujo_leila
72 Followers 5K Following
Brad Burgess @BradBurgess1
267 Followers 228 Following
todd lowe @toddlowe
628 Followers 2K Following Interested in business, arts and culture, and politics.
Natalie O’Dell @natalieodellPR
112 Followers 210 Following Account Executive, @StreetCred_PR | @Penn_State Alum
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.
J0rg3 @j04_g3
1K Followers 815 Following Collector of Experiences | Wine & Tequila Aficionado | Endurance Cyclist | A tad Eccentric | USMC Vet | Aspiring Polyglot | Butterfly Chaser | Polo Enthusiast
Andrew @DrewjamesOne
7 Followers 134 Following
Gracie_US_ @UsGracie37906
15 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
Plootus @WearePlootus
703 Followers 2K Following Plootus simplifies retirement planning for an average individual without paying exorbitant fees. Available through Apple and Android app stores.
Nick Heiar @HeiarNick
97 Followers 395 Following
Louis J. Czerwinski, .. @LouisCzerwinski
531 Followers 2K Following Husband, Father, Financial Advisor. Tweets are not to be considered investment advice.
Steve Smit @Your401kCFP
2 Followers 5 Following
Beth @Beth_Rubinoff
128 Followers 389 Following The Beth Time Ever | Business Development at @wealth_mgmt
Zocks | AI Meeting As.. @zocksio
118 Followers 186 Following The Meeting Assistant for Financial Advisors Try it today: https://t.co/cAsRq9p4re
Chris_abraham @Chrisab27968194
27 Followers 309 Following Data Analyst📊 | Forex Trader📈📉 | Web developer |
NANCY WILLIAMS @lanie_best
828 Followers 5K Following 📈𝗖𝗿𝘆𝗽𝘁𝗼-𝘁𝗿𝗮𝗱𝗲𝗿📉 💹|𝗧𝗼𝗽 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗠𝗮𝗱𝗲 𝗘𝗮𝘀𝘆💰 ⚠️|𝗡𝗢 𝗢𝗧𝗛𝗘𝗥 𝗔𝗖𝗖𝗢𝗨𝗡𝗧𝗦 ❌ 📩|𝗗𝗺 𝗳𝗼𝗿 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁
Make money easily @sQ5JGps9IwhJC1x
7 Followers 596 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Make money easily @EXs47SRNo04So
5 Followers 295 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Lenatee @Lenatee1174345
5 Followers 1K Following
Michael Stern @Michael_T_Stern
109 Followers 164 Following Head of Product at Riskalyze, building time saving, scalable products for our Advisor and Enterprise Partners !
Helium Advisors @heliumadvisors
134 Followers 430 Following Advisory Services provided by Helium Advisors LLC *Securities offered through Infinity Financial Services, member FINRA,SIPC.
Teena Maddox @teena_maddox
12K Followers 6K Following Former tech journalist, now a VP in tech PR. I was a storyteller before storytelling was cool. Just ask my 1st grade teacher.
Ira Penny @IKKP
244 Followers 1K Following
Mary Kate Gulick @MaryKateGulick
2K Followers 921 Following Finserv/Fintech Marketing Nerd | Human-First Leader | Amazon Bestselling Author | Loud Laugher | Prolific Swearer | Wealthies 2022 CMO of the Year | Speaker
Aaron Klein @AaronKlein
20K Followers 419 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.
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
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
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
Anthony Stich ✈️ .. @anthonystich
4K Followers 876 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
MichaelKitces @MichaelKitces
86K Followers 484 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
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 💕
Torie Happe @TorieHappe
2K Followers 801 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
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
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // @moonwalkfitness lover
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
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Matt Ackermann @acketyack
4K Followers 2K Following Dad, husband, coach. Chief content officer at Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/l1QBcj5heH https://t.co/H1MUdL3Grd
Liv Gagnon 🎵 @LIVgagnon
1K Followers 911 Following Co-founder @hellochoir | Committed to putting underrepresented Voices on conference stages | PR & Brand specialist for mission-driven co's
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
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
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Charlotte Geletka #Th.. @CharlotteGelet1
2K Followers 726 Following Silver Penny Financial managing partner| @investmentnews 40 u 40 | mama of wild boys| lover of strong coffee,tennis, travel and investing tweets are not advice
eben burr @EbenBurr
152 Followers 117 Following President, Toews Asset Management and Co-Founder of Toews’ Behavioral Investing Institute. Disclosures: https://t.co/PlVh92RlKR
Toews Asset Managemen.. @toewscorp
193 Followers 156 Following Toews is a SEC-registered investment advisor. We developed Behavioral Portfolio Design™. Follow us for news on behavioral economics. Disclosures: https://t.co/EfFKwV9lag
Daniel Clifton @DanCliftonStrat
4K Followers 1K Following DC based policy analyst focused on the interaction of policy/politics with the economy/financial markets. Seeking to chart all policy related events
Louis Rosenberg, PhD @LouisBRosenberg
1K Followers 163 Following AR/VR Pioneer | CEO Unanimous AI | Founder Immersion Corporation | Founder Outland Research | PhD @ Stanford | 300+ Patents in VR, AR, and AI | Writer
Becky Niiya @NiiyaBecky
66 Followers 284 Following
Beth @Beth_Rubinoff
128 Followers 389 Following The Beth Time Ever | Business Development at @wealth_mgmt
Teena Maddox @teena_maddox
12K Followers 6K Following Former tech journalist, now a VP in tech PR. I was a storyteller before storytelling was cool. Just ask my 1st grade teacher.
Helium Advisors @heliumadvisors
134 Followers 430 Following Advisory Services provided by Helium Advisors LLC *Securities offered through Infinity Financial Services, member FINRA,SIPC.
Nico Acosta @acossta
9K Followers 1K Following Co-founder & CEO at @PropelDataCloud. Ex-product lead @ Twilio
Rutansh @Rutansh96
534 Followers 1K Following A mender of bad code! Software Engineer @RedtailCRM @orionwealthtech, Member of Stanford AI and Web3 Research Lab. Currently exploring Rust at #100daysofRust
Wealth.com @WeAreWealth
1K Followers 73 Following A combination of best-in-class estate planning technology, AI and human expertise to elevate the wealth management industry.
John M Morgan @ConnectNConsult
43 Followers 61 Following Fractional Business Development, Dad, Entrepreneur, Heat Fan, Paddle Boarder, Tennis Player, Relationship Builder
Darrell Hickerson @FinancesLearn
34 Followers 17 Following
Kathi Balasek @kathi_balasek
455 Followers 690 Following Speaker/Consultant/Asst. Prof. Empathy & Grief Informed Professional! I teach grief literacy communication to people. FIND me on LinkedIn Kathi Balasek
Rex Chapman🏇🏼 @RexChapman
1.2M Followers 32K Following It’s Hard For Me to Live With Me is available now - for business please contact [email protected] - for media requests: [email protected]
Bento Engine Inc. @BentoEngine
242 Followers 223 Following Empowering Financial Advisors to lead with advice so that families thrive, and practices grow. Scaling Moments That Matter.
Matt J. Morris @MattJoMorris
275 Followers 545 Following I am husband, a father, and someone who work his ass off to help financial advisors better serve their clients. First at Riskalyze now at https://t.co/annqslUg3G
Gabriella "Biella" Co.. @BiellaColeman
47K Followers 3K Following Prof @HarvardAnthro works on sci+tech+med+ hackers// Faculty Associate @HarvardHistSci & @BKCHarvard // Curator of @HackCurio (https://t.co/uqcVm3WLah)//
Sidney Snyder @SidLSnyder
124 Followers 158 Following Digital and Social Media Specialist in the #fintech and #advisory space 👑👑👑 - helping brands tell their story one tweet at a time 📲
Andres Mazabel @AndresMazabel
836 Followers 2K Following Head of Advisor Sales at @trustandwill | Helping advisors have access to a modern Estate Planning platform I Alumni of @SDSU, @JPMorgan, @WellsFargo
david evensky @EvenskyDavid
406 Followers 2K Following
PCMag @PCMag
403K Followers 2K Following More than 40 years of expert tech know-how and thousands of reviews makes us pretty great at this
Matt Theodosis @MattTheodosis1
4 Followers 10 Following
Stephanie Bridges @SBridgesSwimMom
39 Followers 158 Following
Entrustody @Entrustody
83 Followers 55 Following We are a digital-first custodian and technology company empowering experiences for advisors and their clients. Entrustody Financial, LLC Member FINRA/SIPC.
Tommy Warburton @tommywarb
886 Followers 2K Following Account Supervisor @StreetCred_PR Let's Go!!!!
Sam Varano, CFP®, AI.. @samvaranocfp
121 Followers 940 Following Founder and president of Cypress Wealth Partners. Certified Financial Planner™ who’s passion is helping clients feel more confident about their decisions.
Business Floss 📖 @BusinessFloss
971 Followers 537 Following Keep your mind fresh with summaries of the best business books 📖 | Proudly made in Tampa, FL
Keystone Financial Gr.. @group_keystone
219 Followers 323 Following We tweet about life, finances, & building wealth with confidence & certainty. (Tweets are informational & not specific advice. See website for disclosures.)
All The Right Movies @ATRightMovies
833K Followers 140 Following The account on classic and hit films. Detail in our making of stories is from cast/crew or 3+ sources. To support what we do, please subscribe 😁
Corey Westphal, CEO a.. @mobileassistCEO
159 Followers 1K Following Leading the team at Mobile Assistant to bring innovation to the dictation game for financial advisors and the organizations supporting them.
Philipp Hecker @PhilippHecker
199 Followers 216 Following Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.
Aaron Spahr @aarontweeting
16 Followers 64 Following
Jason Nachreiner @J_Nachs
63 Followers 122 Following
Rich Walker @QuikFormsCEO
7K Followers 1K Following I started Quik! Forms in 2002 to save people from filling out forms by hand. My goal is to empower others to do their best work.
Tricia @TheDrexAbides
447 Followers 969 Following Strategic Manager who discusses FinTech, finances, travel, sports & fun! A look into all, both professionally and personally.
Aaron @aaronspradlin
141 Followers 209 Following 🚀 Innovative #CIO & former #CTO with expertise in #DigitalTransformation, #Innovation, #Leadership, #BusinessDev & #SoftwareEng. 🌟
Intention.ly @intention_ly
317 Followers 136 Following Be inspired to change the way you think about growth.
Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
Rob Burgess @robaburg
926 Followers 1K Following 31-time award-winning journalist | Technology Reporter @wealth_mgmt
Ben Rickey @benrickey
450 Followers 712 Following Financial Problem Solver | Fiduciary | CEO | CFP® | CIMA® | CPWA® Tweets Are Not Advice
James Pollard @theadvisorcoach
2K Followers 57 Following Host of "Financial Advisor Marketing" podcast. 🎙️ Founder of https://t.co/7SrmpiJ0Yh. 📈 I get advisors clients without the goofy nonsense others try to do.
lacey shrum @lacey_shrum
276 Followers 395 Following 🚀 founder @smart_kx / occasional lawyer @velawoodlaw / finds peace in well written satire
Ben Frantz @benfrantz34
283 Followers 368 Following
fpPathfinder @FpPathfinder
658 Followers 247 Following Flowcharts and checklists to help diligent advisors ensure their client is on the right planning path.
Marci Bair, CFP® @MarciBair
1K Followers 2K Following President @BairFinancial Independent CFP®, #Investing with #ESG #SRI factors. Securities offered through LPL Financial, Member SIPC https://t.co/0ZqgzBIRjy
Christopher Gonzales @FinTechChrisG
16 Followers 32 Following Your stereotypical beer (Fintechie, bridge builder, API guru) guy.
Thinking about having to wait SIX MORE ENTIRE DAYS for @Wealth__Edge🥸
This is who you’re trading against btw😼 (I’m fully dilated while waiting for my retinal specialist and can’t see shit)
Incredible thread about making the leap to do real financial planning for your clients. And the awakening when we see how many ways there are out there to serve clients beyond what we learn within our firm's own four walls.
A story about my week. On Thursday, I resigned from my job as a bank firm PM in Toronto. I'd been there for over 20 years working my way up until I became an IA first and then a PM. Bought the business from my mentor and had built a decent little book.
Eighteen sixty four…
PHOENIX (AP) — Arizona can enforce 1864 law criminalizing all abortions except those to save mother’s life, state Supreme Court rules.
@RickyRedtail I had a friend try and convince me "YOLO" drive with me for five hours to see it live...
me seeing this take
Ties are over. Don’t even bother buying one ever again.
Every time I go to cancel Disney + they release a new live star wars series and I get sucked RIGHT BACK IN.
We had a blast at #OrionAscent! 📷 The wealth.com team had an amazing time in San Diego connecting with valued partners, clients and friends. We're already looking forward to next year's conference! If you didn't have a chance to stop by for a demo and you'd like…
@RickyRedtail John Cena has a home in San Diego and we have seen him in town having breakfast multiple times. He is massive in person and the couple of times we have spoken to him he is a friendly down to earth guy. This pick is close to his gym
@RickyRedtail Honestly their “cross overs” have all went incredibly well. And if I’m to be honest, Batista is the biggest surprise, not only for his abilities but his comedic delivery. All incredible success stories.
#OrionAscent you were a dream ✨. I got to hang w/the best team @Holistiplan. Podcast w/ the best @johnellert @redtailtech @danielcrosby @ShannonRosic @ZachConwaySeeds. And meet up with some of the BEST advisors in the industry. Thank you @orionwealthtech for a great event.
What an amazing photographer. 😉
The man the legend! @RickyRedtail #OrionAscent #BlockParty
.@natalieodellPR & I did some experimenting at #OrionAscent with their AI headshot booth. The way this technology is headed is so mind blowing. 🤯🤖 See mine below! (Clearly the tech doesn’t know I’m 5’1” 😂)
And that's a wrap! The entire @orion crew gave 110% and delivered the best #OrionAscent I've ever attended. Well done!
#OrionAscent has given @StreetCred_PR so many opportunities to spend quality time with friends and clients - case in point, the amazing team repping @WeAreWealth - RIAs, if you have not seen their Legacy and Estate Planning offering for your clients, you are missing out!
“Keep humans in the loop,” says @LouisBRosenberg. 🧠✨ If you’re using #AI, use it to guide you, but still have humans in the decision making room. ✅ #OrionAscent @RickyRedtail @orionwealthtech
Real or AI? 🤔 @RickyRedtail puts the audience to the test! 👀 #OrionAscent
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