PENNY PHILLIPS @ThrivosLLC
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 journeyswadvisor.com New York, New York Joined May 2018-
Tweets7K
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Likes21K
They say life can change in an instant.. and it did for me, one year ago today, after bumping into my childhood friend. We got married yesterday and I never knew happiness like this existed. Happy New Year all! Back on the grind soon but for now on cloud 9…
Just beautiful. @SamanthaTwenty Ryan’s legacy lives on❤️
One of the most important things you will read today. Or ever.
One of the most important things you will read today. Or ever.
Before he died, my husband wrote our 3 young children a letter. This letter was one final gift - a guide for our family. I shared it at his funeral, and everyone said a version of the same thing - hearing that letter read- has changed them It's here: my-grey-matters.com/grey-blog/on8a…
Had way more fun talking about this stuff than is probably normal... love this biz. Advisors, there are firms - consultants, platforms, RIAs -- that can really help you no matter where you're at in the business life cycle!
Had way more fun talking about this stuff than is probably normal... love this biz. Advisors, there are firms - consultants, platforms, RIAs -- that can really help you no matter where you're at in the business life cycle!
Worth the watch. “The windshield is bigger than the rear view mirror for a reason.”
Worth the watch. “The windshield is bigger than the rear view mirror for a reason.”
So proud of my hubby to be for celebrating 1 year with his newest restaurant Baraki (conveniently located next to his original!) For the anniversary he surprised me with this!! The newest drink on the menu: The Pretty Penny ❤️❤️❤️
This business is such a grind. If you do not like getting punched in the face every day & seeing how fast you can get back up.. this business is not for you.
This is devastating. Gone far too soon. Donate to braintumor.org in Ryan’s honor. Donate to find a cure. Donate so that hopefully there comes a day where no family ever has to go through something like this again.
This is devastating. Gone far too soon. Donate to braintumor.org in Ryan’s honor. Donate to find a cure. Donate so that hopefully there comes a day where no family ever has to go through something like this again.
Penn station Amtrak station is gorgeous!! Don’t ever remember it like this! Who will be at Schwab this week!?
Yes! @KyleVanPelt. If you’re not following what @milemarkerco is up to, you should be. One of the few who get the challenges of the RIA space.
Yes! @KyleVanPelt. If you’re not following what @milemarkerco is up to, you should be. One of the few who get the challenges of the RIA space.
Quick trip to Richmond for our team’s client appreciation event. No one should sleep on Richmond … greattttt town, amazing people.
Let’s freakin go !!!!!!
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 🏋🏻♀️
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.
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
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
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
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.
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
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.
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
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
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Shana Orczyk Sissel ".. @shanas621
9K Followers 2K Following Founder & CEO @Banrion_Capital, Masshole, Worcester Born & Raised ❤️ Hawkeyes. Queen of Alternatives™️ Seen on @FoxBusiness @business @CNBC @TDANetwork @cheddar
Travis Gatzemeier, CF.. @T_Gatzemeier
6K Followers 788 Following Outdoorsman | Biz owner | Building a world-class financial and investment planning firm for entrepreneurs and stock-compensated professionals
Sarah Katilyn @Sarah_Katilyn
24K Followers 337 Following Madam Trash Panda • Swing Trader Biotech Investor • Penny Picasso Bibliophile - Literally literarily obsessed ☆Citizen of the Month - March of '97☆
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
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.
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 💕
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
Vlad @VladPasca5
45K Followers 3K Following Made multiple 5 figures online before finishing high-school.
Thomas Furuseth @FurusethThomas
768 Followers 1K Following Innholdsprodusent DNB Nyheter. MSc/Siv.Øk. fra BI. Tvitrer for egen regning.
Jorge @jorge_tomas8
710 Followers 5K Following Glory to Ukraine I Catalunya lliure !!! 🇺🇦🇺🇸🇪🇺🇬🇧🇫🇷🇱🇻🇫🇮🇨🇦🇵🇱🇨🇭🇧🇻🇦🇹🇭🇲🇹🇷🇪🇪🇹🇩🇬🇷🇮🇱🇦🇲🇦🇩🇩🇪🏳️🌈🇪🇸🏴☠️
DUrville Christopher,.. @DCwfg357
195 Followers 600 Following I help the middle class learn and implement financial strategies used by the wealthy.
Frank Leiber @leiber_frank
403 Followers 4K Following
Calidus Eroticus @SerapaSaGodimo
893 Followers 5K Following Punctuality, is the virtue of the bored. Evelyn Waugh
Sky Walker🇺🇸�.. @SkyWalk708
768 Followers 5K Following Humanist,Independentist, Youtuber, Hacker, Activist, Trader, Chess player, Strategist, Marketing, etc...
Ahmed Alkurd @AhmedAlkurd6
58 Followers 621 Following عليك ان تكون الشخص الذي تريده ليس بمحاربه القديم بل ان تبني شئ جديد
Fitzgerald @SteppLaura38121
0 Followers 402 Following
fami Abrahim @fami_abrahim
104 Followers 709 Following
Kylie @Kylie9682133846
529 Followers 5K Following my first account was hacked please follow and like back🙏🏽❤️🥰dm for hooks and meeting massage 💆♀️
Mayflower Advisors @MayflowerAdvis
77 Followers 1K Following A New World Approach to Financial Service Solutions. Globally recognized, top-ranked, award-winning, Independent Registered Investment Advisor.
Vladyslav Blahun @vladyslavblahun
50 Followers 890 Following I design websites for advisors, empowering them to bolster their credibility and inspire trust.
The Fiftyfaces Podcas.. @Fiftyfacespod
121 Followers 85 Following A podcast committed to revealing the richness and diversity of the world of investment (and now beyond) by focusing on its people and their stories.
Thomas Hoang @thomas_ignore
149 Followers 3K Following Software Engineer at MBB firm. Building open-source projects at Maius Team
🤴Edsøn Líma 17 &.. @17Filhao
395 Followers 8K Following 🤴Edsøn Líma CEØ 0017XVi! ...™ 👑👀👽🌐E™✈️🚀🛰 •|🌐ETEC___ 📊Bolsa de Valores @YahooFinance 📉💹🏧 @CasaReal 👸E👸🏻ML👸🏽EL
Pritesh Jumani @Pritesh_Jumani
452 Followers 3K Following Ad tech, Data analyst, Sports enthusiast, FPL player! Views my own.
Esther Mutangirwa @EstherMuta80189
37 Followers 674 Following
Javier Teodoro Coello.. @JavierG91786677
650 Followers 5K Following
us_Faith_ @us_faith76785
21 Followers 2K Following
Geoff Richards @GeoffRicha45617
45 Followers 118 Following
Jorge Financial @Tomas8Jorge
485 Followers 6K Following Investments, Stock Exchange, Dividends, Portfolio Management, Dividend Growth, Business, Passive Income, Value Investing
Happy Camper @crap_radar
5 Followers 114 Following
李Mom and @lyk978064933
140 Followers 1K Following
🕹️ $RCADE @BenMcKenzieuche
12 Followers 74 Following Crypto mining ⛏️💎 Crypto creator (CMA)🪙 NFTs creator (Metalex)🎨 Metaverse land investor 🏢🌍
Jim Eden @jimeden452
158 Followers 54 Following
Eileen_EDF @EdfEileen22108
31 Followers 2K Following
kyi oo @kokomaw
212 Followers 3K Following
Fina_FL_ @fl_fina43068
39 Followers 2K Following
Lara Rahib @lararahib
1K Followers 1K Following 📈 7-fig. Daytrader ⭐️ FREE Consultation 🥇 Gold Specialist 📶 Forex Signals 🤖 BOT strategist
Sandra Bongjoh @SBongjoh
225 Followers 3K Following Sandra Bongjoh is an author who started her career at the age of twenty three years. ?Que pasa en la casa del Senor Nywambie?
Slayno @Slayno266094
27 Followers 2K Following
Delocket @delocket74222
61 Followers 2K Following
Chris Tomolonis @tomoloFinancial
12 Followers 76 Following
😵💫 @kaddou539661
63 Followers 200 Following
Miguel Ferreira @MiguelF57475648
640 Followers 5K Following
Daniel Santiago @etfinfluencer
217 Followers 367 Following Vice President, ETF Research & Distribution at @TidalFG Sassy Gay Wholesaler 💋 | Well versed in capital markets, liquid alts and ETFs
Jeff (So called Legen.. @legendof_jeff1
396 Followers 532 Following know your rights Take every infraction to trial
版本十一 @TracyJXCui
145 Followers 2K Following Financial advisor, digital asset, asset allocation Live with the flow
Rabiu Muhammed @RabiuMuham31036
2 Followers 210 Following
Markets Group @MarketsGrp
482 Followers 221 Following The leading event organizer for the asset allocator community with the latest cutting-edge content. We take a personal approach to make meaningful connections.
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
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
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.
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
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
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.
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
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.
Peter Mallouk @PeterMallouk
43K Followers 377 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
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
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Shana Orczyk Sissel ".. @shanas621
9K Followers 2K Following Founder & CEO @Banrion_Capital, Masshole, Worcester Born & Raised ❤️ Hawkeyes. Queen of Alternatives™️ Seen on @FoxBusiness @business @CNBC @TDANetwork @cheddar
Sarah Katilyn @Sarah_Katilyn
24K Followers 337 Following Madam Trash Panda • Swing Trader Biotech Investor • Penny Picasso Bibliophile - Literally literarily obsessed ☆Citizen of the Month - March of '97☆
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
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.
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 💕
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
Science girl @gunsnrosesgirl3
2.2M Followers 6K Following science in context, art history and some puzzles to solve
David DeVoe @DavidDeVoe1
2K Followers 633 Following RIA M&A expert. Passionate about helping advisors run better businesses. Advocate for the independent wealth management community.
Kellie Nalbandian @kellienalb
8K Followers 175 Following SURVIVOR 45 🌈🏝️😈🦈 what the hell guys https://t.co/mSCmGAOF89
Benjamin Way @BWay124
16K Followers 262 Following ✝️ King of Appalachia. 🇺🇸 Kicking it with God having fun spreading the truth. Reply guy stuff is in highlights. Scroll down for posts.
Dr. Carol M. Swain @carolmswain
287K Followers 22K Following Award-winning Political Scientist, Bestselling Author, Truth Speaker and Christian Conservative.
DeVoe & Company @DeVoeCo
1K Followers 450 Following DeVoe & Company provides consulting, M&A and valuation services to wealth managers.
NYPD NEWS @NYPDnews
814K Followers 434 Following The official X of the New York City Police Dept. Call 911 for emergencies, 311 for non-emergencies. Account not monitored 24/7. https://t.co/dbME9x6GVv
Luai Ahmed @JustLuai
175K Followers 2K Following Host at Middle East peace-building @BuildersMideast. Columnist in Swedish liberal-conservative @Bulletin_Nu
Lyle Weintraub @LGWCFP
26 Followers 146 Following Loves sarcasm, food, drink, Bruce Springsteen, and the outdoors. Father to four kids and three dogs.
Nitesh V. @niteshv10
444 Followers 720 Following
Ted Ryce @ted_ryce
37K Followers 688 Following Celebrity Trainer & Health Coach | Helping High-Achievers with Fat Loss & Long-Term Health Optimization Since 1999 | BJJ Brown Belt 🥋
CFP Board @CFPBoard
29K Followers 3K Following CFP® - The Recognized Standard of Excellence in Personal Financial Planning #CFPpro
The Women's Advisory .. @WomensAdvisory
72 Followers 324 Following An engaging wealth practice for women
Dennis J. Moore 🌵 @DennisJoeMoore
424 Followers 1K Following Financial Planning and Business Professional | InvestmentNews 40 Under 40 | FPA Past President
John Wernz @johnwernz
1K Followers 295 Following Marketer, Advisor, Investor, Volunteer; Fintech boards @lifeyield @pocketnest, @BankWithChoice Non-profit boards https://t.co/oyb1jIekzM, @ThankMnTroops
Hartford Funds @hartfordfunds
3K Followers 476 Following Human-centric research and insights to help strengthen your client relationships and better address investors' varying mindsets.
Charlie Smith @charliersmith1
96K Followers 2K Following Radio producer • bipolar, OCD & anxiety • love running, long walks and playing football • usually found outdoors 🌱🏳️🌈
Adam Cmejla, CFP® @acmejla
2K Followers 3K Following Financial planner. #Aviation geek. Helping #optometrists plan life on purpose. @investmentnews 40 under 40. Tweets🙅♂️advice. Podcast:https://t.co/PyXVMa74nV
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
Oversight Committee @GOPoversight
291K Followers 12K Following House Committee on Oversight and Accountability Est. 1814 | Chairman @RepJamesComer
Student Loans Gotta G.. @RyanGaliotto
398 Followers 671 Following Financial planner with a specialty in student loans. Founder of @etchfinancial. Co-owner @fueledbyhops. Posts ≠ advice.
Amaryllis Fox @amaryllisfox
14K Followers 510 Following Campaign Director for #Kennedy24 and proud steward of RFK’s movement to reclaim the American Dream for all 🇺🇸
Abby Morton, CFP® @AbbyMortonCFP
789 Followers 957 Following Chief of Staff at Elements® / Financial Advisor at Aquire Wealth. Tweets are not advice.
Zack Hubbard, CFP®�.. @Zack_Hubbard1
628 Followers 562 Following Just a guy trying to bring high quality financial planning to those that need it most. Tweets are not advice.
Matt Wallace @MattWallace888
1.8M Followers 10K Following CEO of #Titter ~ @ElonMusk Council ~ Turn The Notifications On For Real-Time Breaking News Alerts! #FreeSpeech📣 #Dogecoin🐕 #ElonMusk 💼 @DianaWallace888 💍 ⛪️
Tan Man @reallytanman
69K Followers 716 Following CEO of Natural Health & Beauty with a PhD in tanning without sunscreen. Helping you to be healthy and enjoy your life. Eat @masa_chips and read my substack
RIA Edge (Part of Wea.. @RIA__Edge
177 Followers 20 Following RIA Edge will provide exclusive M&A, marketing and client acquisition strategies from the most influential players in the RIA ecosystem.
Lumina @LuminaInfinite
8 Followers 75 Following
VRGL @VRGLwealth
248 Followers 498 Following Accelerating the client acquisition process for financial advisors and bringing transparency to wealth management #fintech
Sidney Snyder @SidLSnyder
112 Followers 159 Following Digital and Social Media Specialist in the #fintech and #advisory space 👑👑👑 - helping brands tell their story one tweet at a time 📲
Baddies Only - crypto.. @BaddiesCrypto_
716K Followers 15 Following Posting my crypto buys. Tik tok 13m
Joe Crowley @JoeCrowleyNY
29K Followers 1K Following A boy from Queens. Father, husband, former Congressman, and Springsteen fan.
Today Years Old @todayyearsoldig
1.0M Followers 119 Following Your source for the latest trends, discoveries, and most shocking truths & little-known facts about the world. 🚀 DM us your findings!
Jamie L. Clark, CFP®.. @JamLClark
980 Followers 659 Following Founder and Financial Planner, Ruby Pebble Financial Planning LLC. Former software engineer. Tweets are not advice. 🇨🇦 🥌 📚🍝🍫🗺🏔
Jirayr Kembikian @JKembikian
394 Followers 1K Following Co-founder @CitrineCapital | Certified Financial Planner™ | Auto & Motorsports enthusiast | 🇦🇲 | Not financial advice
Erik Smith, CFP® @eriksmithcfp
2K Followers 5K Following Chief Investment Officer @401Financial, Co-founder @ https://t.co/Xt0mJ5HfJQ
Levi @LeviTheFA
401 Followers 1K Following Run a Financial Advisory practice, Voracious Reader, Seinfeld Aficionado, Port Huron Statement author * PERSONAL ACCT NOT ADVICE.
Anika Hedstrom @AnikaHedstrom
340 Followers 873 Following Adventure seeker. Book lover. Snow worshiper. Finance nerd. Twin mamma. CFP®. Co-Founder and Advisor.
Leverage Financial Ad.. @leveragemoney
95 Followers 215 Following Fee-Only Financial Advisor | Trend & Relative Strength Investing | Practical Financial Planning | Small Biz 401K Plans | Tweets Not Investment Advice
Lindsey Bell @justLBell
15K Followers 1K Following NYC heart, Pittsburgh genes, Cali dreams. Stock market student, cheerleader of people, beach bum, wine happy. Shifting the way you think. @CNBC contributor.
Tyler Todt @tyromper
206K Followers 1K Following Husband | #1 dad | Fitness Health Habits | Winning one day at a time | Love building others up, let’s all win! | Jeremiah 29:11 | THIS IS MY ONLY ACCOUNT ON X.
Chris Randall @ChrisRandall31
831 Followers 2K Following Flat-fee financial advisor to millennials & 1st time investors. Advocate for financial literacy & education. Tweets ≠ Advice.
Amber Scarborough @ascarLPL
213 Followers 261 Following Independent Financial Consultant Securities offered through LPL Financial Member FINRA/SIPC https://t.co/QFB5WMJ4Fx | https://t.co/7V4xbvDoQ7
J.J. Sessions @jjsessions
261 Followers 458 Following
Ryan Krueger @RyanKruegerROI
6K Followers 232 Following Portfolio Manager. Wall St. Escapee. Smuggler of Goods. Dad of 5 in the Memory Making Business.
I’ve made it 2 weeks as a mom of 2 ❤️
- You can't win if you don't play. - You don't play if you don't think you'll win. - It's our self-doubt that sits at the heart of every success that never was. - Challenging that self-doubt is your fastest (best) way to create new levels of success. - You got this!
CDC recommends earthquake masks for at least 48 hours
You can always make more money, but you can’t make more time.
Success is more about making hard decisions than hard work. We literally decide our way into diluted results. It’s our crisis of clarity and confidence that leads to compromised decision, diluting our results and requiring more effort to compensate for the compromises.…
Team development day focusing on roles and responsibilities at #PearlPlanning. First order of business? Assigning a subject matter expert for the Kate Middleton situation. #SME #NoGritNoPearl
Youngest son and niece learning how to fold the flag. Patriotic kids are cool!
@courtranstrom 100% this. A bit part of our job is to read the room and discern what is needed and wanted. Also, sometimes what is needed isn’t wanted and we have to respect that because at the end of the day it’s their money and their life.
As a financial planner, I think it's arrogant to assume that *all* clients want some sort of life planning, healing, self-actualization, whatever you want to call it. Sure, some clients want that, but many clients want you to manage their finances & that's it, which is ok.
From dorm rooms to a two-tower campus, my journey took 40+ years. Remember, your best days are ahead. Expect good things, embrace challenges, and control your energy. Abundance follows expectations. #Ronsense
Nothing like riding a bike to your presentation! Can’t wait to get onstage at @Pershing Elite #eliteadvisorsummit
“If you are not embarrassed by the first version of your product, you’ve launched too late.” —Reid Hoffman, co-founder of LinkedIn
Am I spending the rest of the night setting up my @beehiiv newsletter? Yes. I’m excited to share my journey building a startup and insights I’ve learned being around the top 0.1%. Lesssgo!!
How you start the week with your team, sets the week for your team. I started sending my team a weekly check-in video on Monday mornings 📽️ This week's theme focused on impact and fun, starting with me doing some groovy 70s moves to Feel it Still by Portugal. The Man (think Top…
2 highly qualified prospects watching your video is 1000x more impactful than 1,000 random "impressions" The more specific you are in who your content is for - the less "impressions" you might get --- but the more actual prospects you will reach
Caught up with so many friends from eMoney Advisor past and present last night. We are all incredibly lucky to have a network of amazing people to stay in touch with, let’s do it more often with more alumni!
LAST FLIGHT before leave! Wonder how many times I’ve flown this pregnancy. Kind of glad American stopped counting segments.
"It’s not over until you let it be over." the closing line from @Downtown's newsletter today is going to stick with me for a while.
Usher’s Burn was the reason I got the Now 9 CD in 3rd grade This is everything for us millennials rn 😭😭😭❤️❤️❤️❤️❤️❤️
My heart is full after a whirlwind few days in Ethiopia. One of my primary missions was helping these two amazing young men, who grew up with Teddy at Kolfe Orphanage, prepare to enter independent life this summer. They’ll do that with the help and support of Belay and Hope for…
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