Asset-Map Leadership @asset_map
Visualize the facts. Discuss what matters. asset-map.com Philadelphia, PA Joined September 2011-
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So here is my contribution to the industry after going to #SHIFT2024 last week. Hearing the mantra we've been chanting for years - Talking all about Human Advice Delivery. Enjoy, share, comment, nod your head! linkedin.com/posts/hadamhol… #LeadWithAdvice #cfp @AssetMapLLC
"Talk This!" @MobileAssistant elephant as @AssetMapLLC Mappy dunks on your party in the #fintech Madness Bracket from @ThreeCrownsLLC Everyone Vote today! Winner faces @RedtailCRM v. @WeAreWealth threecrownsmarketing.com/wealthtech-mad…
.@MattHalloran_ breaking down #ExcellRepresent featuring: @dianacabrices @FemalesNFinance @BionicSocialite @thehannahjmoore @cherylnash2 & @alisusko_alison from @AssetMapLLC #advisorspeeddemos @ProudMouth_ @sjaycoulter
So many great comments from our peers. Thanks for all that attended. FOMO? Sorry. we missed you too. LOL
So many great comments from our peers. Thanks for all that attended. FOMO? Sorry. we missed you too. LOL
Thank you AssetMap for including Income Lab in what was an amazing #AdviceTechLive 2023 event. On top of being a part of a impressive line up we were able to raise awareness for Invest in Others and the Leukemia and Lymphoma Society in memory of Gavin Spitzner. To donate to t ...
WealthManagement article on #AdviceTechLIVE keynote day 1. Day 2 keynote starts in 4 minutes!
WealthManagement article on #AdviceTechLIVE keynote day 1. Day 2 keynote starts in 4 minutes!
Expert panel breaking down the day and what they saw. Bow that’s different content! Keep disrupting. AdviceTech.LIVE #AdviceTechLIVE
5 minute BIO BREAK @ #adviceTechLIVE nowwwwww
Having a blast listening to advicetech.live ... recordings available to registrants. Have 4 pages of notes already! #adviceTechLIVE
🎙️Check out Ep 55 of Rethink where @GoldmanSachs Managing Director and US Navy Captain Richard Lofgren chats about what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow. bit.ly/3PJBgeu
This is a great group of smart people on a topic that’s created serious angst and excitement. Attending is just time well spent. Learn how these champions of financial advice and their platforms are harnessing #AI to help deliver advice at a whole new…lnkd.in/erDqXBnV
Personalization!? It's just a word until you understand what it means for financial professionals and why it is deemed the next big thing in our space. The big trend we talk about in #fintech (and all tech these days), is how to create a more empathe…lnkd.in/ehTbXs5S
What is Advice Engagement fintech all about?? For those of us in the financial professional world (CFPs, CPAs, Reps, Agents, Bankers), it's what we've been doing for years. It's the moment when we as professionals delivery our most valued client e…lnkd.in/eAPGhfp4
This is the mistake every advisor made (myself included) when implementing tech in their practice. Watch the 1-minute video below and tell me what you think in the comments 👇 Recorded at WealthStack (Part of Wealth Management EDGE) with my peers…lnkd.in/eXBbfadX
🍾🥂Congrats @DerekNHNotman my friend on EPISODE #50! Milestone! We had our own anniversary party with friends from WealthStack (Part of Wealth Management EDGE) in florida and made it live! Great content here... open to community responses. #LeadWithA…lnkd.in/eNxyvmuj
Every advisor I know has shared concerns about the lack of innovation in their firms. @DerekNHNotman and I share our own experiences about the challenges within financial orgs that are prolific. If you are a professional, an executive or a fintech vendo…lnkd.in/gKB43DHV
Davyde Wachell did a fantastic job in this interview podcast and pulled some great perspectives on #AdviceEngagement and how it’s the next big thing in human-delivered advice. His summary at the end brings it all home. Looking forward to some big con…lnkd.in/etFsTCTD
This was a great experience with Davyde Wachell of Responsive AI who interviewed me for his podcast #AdviceArchitects. Have to say, very impressed. He got stuff outta me that others hadn’t. Fantastic summary and engagement. 30 mins. Listen now.…lnkd.in/eGkYsWZJ
Should financial professionals work with their closest circles (family/friends)?? Almost every advisor I know has an opinion about this one, and I have personally chosen my own path which includes doing high-level consultation with every person close to…lnkd.in/e6AVapYa
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 + TechJamie Hopkins @RetirementRisks
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6 Followers 188 Following Advisors come to us when they want to partner with CPAs.Kevin Kroskey, CFP® .. @kevinkkroskey
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6K Followers 6K Following PhD (Cyber Security, Oxford University), PhD (Philosophy ) Scientist (https://t.co/FAWOhKArhE) CMT, CFA, CFP,CPWA(Oxford,Havard And Berkeley University),PhD AstrologyLavern Spicer @LavernSpic74129
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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 + TechJamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrgAnthony Stich ✈️ .. @anthonystich
4K Followers 876 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.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 #TagrissoAaron Klein @AaronKlein
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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-AmericanDaniel Crosby @danielcrosby
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24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePayCaitlin Cook 👁️�.. @DeadCaitBounce
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2K Followers 801 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️Asset-Map @AssetMapLLC
3K Followers 5K Following The financial picture that’s worth a thousand decisions.Liv Gagnon 🎵 @LIVgagnon
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58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board MemberSamantha Allen @samanthajoallen
1K Followers 2K Following Marketing leader and author of the #DigitalDebrief. Passionate about telling brand stories online. Runner. Mom. Relentless Husker fan. She/her | GryffindorFinArt @TheFinArtist
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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, @WellsFargoMatt Halloran @MattHalloran_
64K Followers 32K Following Co-Founder @ProudMouth_ Host of the Top Advisor Marketing Podcast🎙️ Your friendly neighborhood podcaster and author of “Shut the F Up and Listen”Michael Tannery CPA C.. @MichaelTannery
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501 Followers 472 Following Neuroscience-backed financial planner empowering individuals to become powerful wealth managers. CFP®, CRPC®, CBDADeirdre Van Nest @DeirdreVanNest
845 Followers 308 Following Founder Crazy Good Talks| Keynote Speaker & Story Strategist | Giving Financial Professionals & Entrepreneurs Tools to Make an Emotional Impact on Ideal ClientsRamit Sethi @ramit
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450 Followers 1K Following PR & Marketing pro in financial services industry. VP & Director of Social/Digital @ImpactMarComPR. Dad, husband, KC native, globetrotter, music lover/musician.FCI Cyber @FCI_Cyber
334 Followers 201 Following FCI is a Managed Security Service Provider (MSSP) dedicated to the protection of the Financial Services Industry, since 1995. #FinServ #Cyber #ComplianceDaren Blonski, CFP®,.. @DarenBlonski
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276 Followers 346 Following Conquest Financial Planning & Digital AdviceFinServ Foundation @FinServOrg
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2K Followers 2K Following Where else can I engage in meaningful industry content, debate the merits of brussels sprouts and $5 lattes, and communicate via meme?Philipp Hecker @PhilippHecker
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6K Followers 1K Following Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.Taylor Schulte, CFP® @DefineFinancial
7K Followers 983 Following Define Financial • @Investopedia Top 5 Advisor • @TheAdvisorGC • Experiments in Advisor Marketing Podcast • Stay Wealthy Podcast • @Kiplinger contributorDan Bolton @Daniel_Bolton
2K Followers 1K Following Trying to make the world a better place | Married to the incredible @PBolton_ | VP, Corporate Marketing at @NitrogenWealthKristen Schmidt @RIAOasis
916 Followers 916 Following Technology Strategist | Speaker | Consultant | Workflow & process nerd. Tech research & implementation.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 healingMatt 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/H1MUdL3GrdPatrick W. Hannon @patrickwhannon
836 Followers 1K FollowingHey Financial Advisors, how are you competing in the convenience economy? How are you differentiating? What value add services are you bringing to your clients? Do you really know how much of your clients wallet share you have? Join us for our most recent Rethink. Financial…
We want to share three of the top advisor tools that provide custom deliverables to help you win new business and retain clients. Are you in? Register here: holistiplan.zoom.us/webinar/regist… @Holistiplan @AssetMapLLC
It's time to vote, Team @AssetMapLLC 🚀 threecrownsmarketing.com/wealthtech-mad…
We're down to the Final Four in the 2024 #WealthTechMadness tournament! Hit the link to vote for your favorites. The matchups are neck-and-neck right now. Hopefully no friendships end as a result 😬 threecrownsmarketing.com/wealthtech-mad… @mobileassistCEO @asset_map @RedtailCRM
Not going to lie, I was nervous to go to #SHIFT I haven’t been to a conference in almost a year, & it felt scary to “get back out there” But oh my goodness.. it was SO GOOD for my soul Thank you to every single person who came up & gave me a hug ❤️ Your support means the 🌎
Explore each site right here. 👉 ow.ly/6AW750QBbVz
This has been a special Business and learning experience. Just amazing. @asset_map @redtailtech
Lemurs are pretty rad! #REBLDads #NeckerIsland
@DerekNHNotman @asset_map @redtailtech @RetirementRisks @spenseractifi @rodyancy @BrEpicBreen @EricGangloff 🙏 thankful to get to know this amazing group
@BrEpicBreen @DerekNHNotman @asset_map @rossiadam @redtailtech @spenseractifi @rodyancy @EricGangloff Loved this experience
Grateful for this group. Go #REBLDads! @asset_map @rossiadam @redtailtech @RetirementRisks @spenseractifi @rodyancy @BrEpicBreen @EricGangloff
@DerekNHNotman @asset_map @rossiadam @redtailtech @RetirementRisks @spenseractifi @rodyancy @BrEpicBreen @EricGangloff Amazing picture! Adam’s selfie arm activated 😂🤳🏻
Financial wellness starts with a holistic view! Check out this crucial financial insight from @asset_map. Get more advice from Kiplinger Advisor Collective: hubs.la/Q02hPlBF0 #FinancialHealth #HolisticWealth #MoneyMatters
Seven Financial Strategies Your Business Should Implement This Year hubs.la/Q02kdPLJ0 from @dinero_diva @asset_map @BlueOceanGW @DrPrestonCherry @JasonVitug @jwdonald1 and more
A family that surfs together, stays together. Surfing is a great analogy for life and business. It's hard to learn to be good at being a parent, spouse, CEO, etc. It takes time and perseverance. You have to stick with it to get better. You're going to fall off and take some…
The feeling of holding a book you worked on for so long is next level amazing.
📢 We're excited to announce Cheryl Nash as the newest member of our Board of Directors! Please join in celebrating Cheryl and sending congratulations her way. 🎉 Full press release 👇 bit.ly/3HYGz66
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…
Congratulations to my pal @redtailtech. Can’t wait to raise a glass to you some time soon.
🎉 A huge congrats to Brian McLaughlin (@redtailtech) for winning this year's @ThinkAdvisor #LUMINARY award for Executive Leadership in the Fintech/TAMP platforms – Individuals category! A well-deserved win for an incredible leader. Congrats to all of last night's winners! ✨
2023 is coming to a close - here are some of the podcasts we've gotten to be a part of this year: 🤝 @DbdlPodcast w/ @Brad_Johnson 🌉 Bridging the Gap w/ @mattreiner 💰 Money Chronicles w/ @TorieHappe and @johnellert 💡 On the Circuit w/ @ThreeCrownsLLC