Candice Carlton @candicecarlton
EVP | Head of Consulting + Innovation @ficommpartners Helping elite firms level up their marketing to drive growth #digital candicecarlton.com California Joined July 2009-
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Tip of the day from advisor marketing expert @candicecarlton, on the subject of collaboration vs. advice. 👇
"New Skool Marketing" ft. @candicecarlton w/ @Ross__Marino Candice covers: • Differences between traditional & modern marketing • How to connect authentically with prospects • Where PR fits into today's marketing Key insight:
When your flight out of NYC is delayed 😳see your friend for ☕️ then go watch her live @YahooFinance @CaryCarbonaro #lemonade
Just because Google ads works for someone else, it doesn’t mean it’s the only way or the way you need to market to grow. @megan_ficomm @FiCommPartners #riaedge
Always incredibly grateful and stoked to be taking new Skool podcast conversations into the world and recording love. Thank you @AngieHerbers for being our guest. @FiCommPartners -#podcast #newskool
Loved everything about this conversation! 🙌🏻❤️
Loved everything about this conversation! 🙌🏻❤️
Don't miss our LIVE New Skool podcast at #RIAEDGE tomorrow! Meg Carpenter, Candice Carlton, and Angie Herbers will explore the power of #culture to drive organic and inorganic growth. Secure your spot now and be part of this transformative discussion: hubs.li/Q01QL52W0
“There ARE a lot of young people who want to be advisors. There are NOT a lot of young people who want to be “producers”” The first thing we say when introducing our firms is “we have X amount of AUM” It reinforces a sales/ producer mindset @Wealth__Edge - @ThrivosLLC
Silent disco at RIA Edge and @SamanthaTwenty is our DJ on personal branding and social media. @FiCommPartners #riaedge
An incredible event is all about creating moments and provocative conversations. Soooooo good. 🙌🏻🙌🏻🙌🏻🙌🏻 @samanthajoallen #joltconference
Baller panel of disrupters and change makers!! 🙌🏻🙌🏻❤️❤️ #joltconference @samanthajoallen @MattMiddleton__ @LIVgagnon
Keep exploring and expanding the understanding of your ideal client. It will feed your client experience- @ArleneDMoss #joltconference
Punch, smarts and always delightful candor from @ArleneDMoss talking personal connection. One of best coaches in the industry. #joltconference
Authenticity trumps perfections when you're connecting via video. #joltconference @candicecarlton @KatieABraden @FinastraFS
It’s simpler than you think! #joltconference
It’s simpler than you think! #joltconference
About to go on stage at #joltconference! @angelgonzalez @candicecarlton
Kicking off an incredibly high energy and FUN event #joltconference @robertsofia @FiCommPartners
It's all about alignment. Why do you do what you do? What change do you want to create? Who is it for? #marketing @candicecarlton @FiCommPartners #SHIFTEVENT
Merrill Lynch launched a new tool allowing #advisors to share custom video. Check out the @investmentnews #podcast with @candicecarlton, Jeff Benjamin & Bruce Kelly where they discuss what this means for the independent space and the opportunity for RIAs. hubs.li/Q01GVdd90
💀Facebook is dying 🚀TikTok is on a meteoric rise 🎥Youtube is the stable friend everyone can always rely on- Id go all in on Youtube anyday source @pewresearch
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
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Stephanie Bogan @Steph_Bogan
3K Followers 406 Following Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer
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.
Larry Sprung, CFP® @Lawrence_Sprung
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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.
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
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
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Daniel Crosby @danielcrosby
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Tina Powell @tinacpowell
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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
Taylor Schulte, CFP® @DefineFinancial
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Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
Samantha Allen @samanthajoallen
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Gavin Spitzner @gspitzner
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Bill Winterberg, CFP�.. @BillWinterberg
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onye oma sky prince @skyprince_De1st
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Tecuwha @tecuwha72954
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QE Wealth Management @QeWealth
0 Followers 8 Following Securities offered through LPL Financial, Member SIPC https://t.co/DfGGhWDsNH
Kelsey Woodbridge @KelseyWoodbr
43 Followers 333 Following
Liza @Theetesh181175
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101 Followers 224 Following Husband|Father|Ski Bum for 2023/24 season RIA Industry Exec excited for the future of the space
Paul Franco @PaulFranco10X
153 Followers 531 Following Business Succession and M&A expert specializing in financial planning/wealth management practices. Author and advisor living my best life in Colorado.
McLootee @LooteeMc66950
63 Followers 1K Following
Beth @Beth_Rubinoff
122 Followers 387 Following The Beth Time Ever | Business Development at @wealth_mgmt
Dennis Morton @DennisMBFW
160 Followers 516 Following RIA Founder of @MortonBrownFW; Advisor and Investor, cover band guitar player, Throws right Bats left, trail runner
M. T.homa3 @mattthm3
0 Followers 5K Following
Jess Astworth @JAstworth
600 Followers 4K Following Economics, financial markets & politics. Energy sustainability & gender equality are also key interests.
Robert Miller @remiller0912
158 Followers 5K Following I am a petroleum engineer/drilling expert and I am doing contract supervision in the deep offshore of Gulf of Mexico sea
Scott Ferguson, CFP®.. @ScottFergusonAL
3K Followers 3K Following Devoted Christian/husband/dad. Frmr Gopher athlete/current fan. Cancer Survivor. Founder/Wealth Advisor @abundantlifefin; Author of “Living the Abundant Life”
Denise Milano Sprung @denisesprung
621 Followers 1K Following ❤️ @Lawrence_Sprung 👨👩👦👦 @ZachSprung55 & @jeremy_sprung 📕 @ShhMomsReading 💚Chair @MilanoFund ⭐️Dir Marketing @mitlinfinancial #hockeymom #Disneymom
Corey Westphal, CEO a.. @mobileassistCEO
141 Followers 1K Following Leading the team at Mobile Assistant to bring innovation to the dictation game for financial advisors and the organizations supporting them.
Mark Forman @variableannuity
326 Followers 845 Following Husband and father of two boys. Opinions are my own.
Marlon T. Wesh, MBA @tvlnurseadvisor
175 Followers 497 Following I’m The Travel Nurse Financial Advisor // Need Help With Taxes, Financial Planning and Investments? ( Info Below 👇 )
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131 Followers 2K Following Husband. Father. Love Michigan, Baseball, Hockey, Food, and Learning.
Kristin Andree @andreegroup
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Laura Marie Long @LauraMarie_Long
11 Followers 117 Following Director of Client Experience at Diazo Wealth | Financial Independence by Design
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Chris Roberts 🐙 @snappychris92
137 Followers 301 Following @SnappyKraken 🐙 FinTech 🚀 Cymru Am Byth 🏴 Muay Thai 🥊 Can’t think of anything funny so I’m just filling this up with words #ImAFiduciary
Faya Missouga @FMissouga
59 Followers 205 Following My desire is to be what God made me be. Seeking always to be of value for somebody who crosses my path.
Greg Drozdow @gregdrozdow
2K Followers 580 Following Financial Adviser #DrozdowFinancial | Biz Consultant to FAs @fptransitions | Empowering you to become financially free 🚀💰| Tweets: Finance, Biz, Wisdom, Life!
Kathi Balasek @kathi_balasek
440 Followers 691 Following Speaker/Consultant/Asst. Prof. Empathy & Grief Informed Professional! I teach grief literacy communication to people. FIND me on LinkedIn Kathi Balasek
Pearl @ppearlman
54K Followers 1K Following I help people get healthy for life. Founder: Pearl Institute https://t.co/gfPFAtbHiT
Cameron Hendricks, CF.. @Cam_Hendricks
675 Followers 2K Following Twin Dad,@TeamFSINC, Weekend RVer, @NCState alum
Ajay Singh,CFP®. @AjaySingh_CFP
107 Followers 383 Following BANKER | CERTIFIED FINANCIAL PLANNER | YouTuber | Satvic Movement Member | Personal Finance Expert | https://t.co/od5gNCwWJI
Joseph Asmar @Asmarinsurance
218 Followers 895 Following My Tweets about Saving & Investments, Retirement planning, Lifestyle planning https://t.co/Meb4RNZ3fq
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.
Glakikh @glakikh
11 Followers 157 Following
Ethan Bridgewater @EthanBH2O
22 Followers 66 Following
Great Financial Writi.. @fin_writing
25 Followers 275 Following Great writing from the best minds in finance and business.
Collective MO, LLC @collectivmo
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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
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 💕
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
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
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Stephanie Bogan @Steph_Bogan
3K Followers 406 Following Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer
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.
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.
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
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
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
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
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
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
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
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
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
Taylor Schulte, CFP® @DefineFinancial
7K Followers 982 Following Define Financial • @Investopedia Top 5 Advisor • @TheAdvisorGC • Experiments in Advisor Marketing Podcast • Stay Wealthy Podcast • @Kiplinger contributor
OCFA PIO @OCFireAuthority
99K Followers 752 Following The Official Twitter Page of the Orange County Fire Authority. This is a non-emergency communications tool. Follows are not considered endorsements.
OC Fire Watch @OCFireWatch
38K Followers 52 Following OC Fire Watch, Safety and Prevention #VOST #SMEM
Mark Forman @variableannuity
326 Followers 845 Following Husband and father of two boys. Opinions are my own.
Kristin Shea @itskristinshea
756 Followers 1K Following Author of “The Truth About Digital Marketing for Financial Advisors” | Speaker | DBDL Podcast Producer | LinkedIn | Free Spirit, Old Soul, CrossFit, #GoBirds
niki @nikicl
699 Followers 1K Following Marketing Specialist for financial advisors. Growth consultant & coach. Making sense of marketing. Founder & CEO of Niki Clark Marketing.
Finastra @FinastraFS
11K Followers 4K Following We enable the financial services world, to deliver the future of banking.
Onyx Advisor Network @OnyxAdvisors
985 Followers 330 Following ONYX was created to support underrepresented financial advisors in starting and scaling their ideal businesses. Join our newsletter here: https://t.co/EvgYP6FRzk
The AGC™ @theadvisorgc
3K Followers 805 Following A private, online community for financial advisors looking to grow personally & professionally with their peers. Co-founders: @jus10castelli & @definefinancial
Cameron Hendricks, CF.. @Cam_Hendricks
675 Followers 2K Following Twin Dad,@TeamFSINC, Weekend RVer, @NCState alum
Abby Morton, CFP® @AbbyMortonCFP
789 Followers 957 Following Chief of Staff at Elements® / Financial Advisor at Aquire Wealth. Tweets are not advice.
Courtney McQuade @CourtMcQuade
4K Followers 3K Following Head of Digital @MarketsGrp | Buffalo Wings Pro | #WomenInFinance | @SoulCycle enthusiast | @Yankee Fan
Buffalo Built Design .. @buffalobuiltllc
77 Followers 71 Following Buffalo Built is a design agency serving the financial world!
Matt 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”
Nitrogen @NitrogenWealth
9K Followers 340 Following The growth platform for wealth management firms. Makers of Riskalyze. Helping financial advisors empower the world to invest fearlessly since 2011.
Redtail Technology @RedtailCRM
6K Followers 1K Following Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail
Joel Bruckenstein @FinTechie
14K Followers 542 Following Financial Services Technology Journalist and Consultant
Matt Sonnen @mattsonnen_pfi
1K Followers 521 Following Chief Operating Officer - Coldstream Wealth Management Creator - The COO Society Host - The COO Roundtable Podcast
〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
Natalie O’Dell @natalieodellPR
112 Followers 207 Following Account Executive, @StreetCred_PR | @Penn_State Alum
Scott Hanson @scotthansonCEO
1K Followers 1K Following CFP® & #retirement planner. Co-founder of @AllworthRetire. Globetrotter & #running enthusiast. Author & host of #MoneyMatters talk-show.
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
Andy Finnegan, CFA, C.. @andfinns
179 Followers 175 Following Girl Dad, Read everything, Corporate WealthTech Startup, Celtics, French Bulldog, Enjoy walks in Paris with my wife. Tweets are my own.
Jarrod Musick @JarrodMusick
171 Followers 51 Following Entrepreneur - Investor - Author - Dad - Aging Athlete - Optimist - Cheerleader for those building and creating. Opinions are my own and not investment advice.
Suleman Din @sulemandn
1K Followers 533 Following Advisor Intelligence Lead @advisorengine // Ph: (919) 839-3947 Em: [email protected] Opinions expressed are my own.
Irvine Police Departm.. @IrvinePolice
42K Followers 157 Following #IRVINEPDPIO. This page is not monitored 24/7. Please call 911 for emergencies. For more information, visit: https://t.co/804JtJtOav
Jason Friedman 🟣 @jasonfrieds
1K Followers 437 Following Co-founder and CEO of AdvisorFinder // @find_advisors // AdvisorFinder is where families find their financial advisor to help them build lasting wealth
Phillip P. Putney @PhilPutney
103 Followers 235 Following Phil is a licensed CPA/PFS offering securities and advisory services through Centaurus Financial, Inc. a registered investment advisor. Member FINRA and SIPC.
Marques Ogden @Marques_Ogden
5K Followers 5K Following Former @NFL lineman, Best Selling Author, Master Storyteller, Keynote Speaker. Owner @grindgoods 📲text me at 919•635•6066
Lumiant @Lumiant_io
499 Followers 1K Following Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances
FinArt @TheFinArtist
1K Followers 1K Following Branding and Design for Finance and Fintech | [email protected] |
ProudMouth @ProudMouth_
4K Followers 3K Following Stop the selling cycle insanity. Become the trusted authority you’re supposed to be. #BeYourOwnLoud Hosts of the Top Advisor Marketing Podcast🎙
Mountain West Tax, CP.. @mountainwesttax
8K Followers 3K Following Building a tax firm in Denver, CO
Colin Overweg, CFP® @colinoverweg
1K Followers 1K Following Founder of Advize Wealth 👨🏼💻 • @investopedia Top 💯 Advisor • Aspiring golf bum🏌️#creator #lifelonglearner
Luke Lloyd @LloydBoyLuke
6K Followers 3K Following Wealth Advisor. Bourbon, Cigars & Miller Lite. Capitalist. I tell it how it is. No BS Commentator: @FoxBusiness @FoxNews @swpconnect https://t.co/BNict8bVFr
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.
Luis F. Rosa, CFP®EA @luis_f_rosa
2K Followers 786 Following Helping First Gen wealth creators build a better financial future. Host of @omwtw_podcast | co-founder @blxinternship
Peter Lazaroff @PeterLazaroff
5K Followers 812 Following Chief Investment Officer @Plancorp_LLC | CFA & CFP®| Contributor for @WSJ & @Forbes | Author of Making Money Simple | Host of The Long Term Investor Podcast
Andrew Davis @DrewDavisHere
18K Followers 7K Following Bestselling author & keynote speaker. Sold a digital marketing agency. Teaching leaders how to grow their businesses & leave their legacy. #LoyaltyLoop
Kevin Mahoney, CFP® @bykevinmahoney
739 Followers 380 Following founder @illumintDC • @investmentnews 40 Under 40 • @investopedia Top 💯 • "best CFP® for #Millennials" • ⭐ 11/23 update: still writing, but on my own site
Jude Boudreaux CFP® @HJudeBoudreaux
9K Followers 4K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Nitesh V. @niteshv10
444 Followers 720 Following
Patrick Bryan @patrickbryan
1K Followers 972 Following Financial Planner, Richmond Independent Financial Advice.
Helping Experts make .. @HowToCBC
76 Followers 413 Following All things Cohort Based Courses💥 4️⃣ offerings 🏛 A CBC to help you make a CBC 📧 Fortnightly Newsletter 👯♂️ Community 🏋DM for Free 1 hour workshop
Terry Heys @TerryHeys
163 Followers 1K Following
Peter H. Diamandis, M.. @PeterDiamandis
257K Followers 2K Following Exec. Chairman, @xprize, @fountainlife_hq. Host and curator @abundance360. Working to extend human healthspan.
Me: at @brianportnoy I have a concept for a new show. Brian: what is it. Me: okay, hear me out…
I saw that @jasonpereira @brianportnoy congrats it was a great segment @ETFEdgeCNBC
ICYMI: @brianportnoy and I were on @ETFEdgeCNBC today. Just click below and heart to 17 minutes in. cnbc.com/video/2024/02/…
Tip of the day from advisor marketing expert @candicecarlton, on the subject of collaboration vs. advice. 👇
"New Skool Marketing" ft. @candicecarlton w/ @Ross__Marino Candice covers: • Differences between traditional & modern marketing • How to connect authentically with prospects • Where PR fits into today's marketing Key insight:
What has our W@W community been up to? Check out our latest newsletter featuring Apryl Pope & Janine Moore, plus resources from Broadcast Retirement Network, @RebeccaH50779, @Ross__Marino, @DeirdreVanNest, & @candicecarlton 📬 Get the scoop & subscribe: conta.cc/4bu4s3d
Super humbled to be named to @Investopedia's Top 100 for a 2nd year. I'm a small, specialized firm & currently partner w/ ~30 clients. I'm not making lists that are about sales, how much $$ a firm manages, or "pay-to-play" marketing. I also started after 40, so that one's out.
@candicecarlton @YahooFinance @CaryCarbonaro So jealous!
Hosting a podcast is easy with guests like these 🥳 Look out for testimonial marketing with @dianacabrices and deep insights into breakaways from @RMarcusCNSL coming soon @Wealth__Edge #WealthStack #InsideETFs
Always incredibly grateful and stoked to be taking new Skool podcast conversations into the world and recording love. Thank you @AngieHerbers for being our guest. @FiCommPartners -#podcast #newskool
“Culture comes from the Latin root for ‘caring’ which shows up in our business in many ways, vision values and more” - @AngieHerbers on the @FiCommPartners #NewSkoolPodcast with @candicecarlton and @megan_ficomm live at #WMEDGE @wealth_mgmt
Don't miss our LIVE New Skool podcast at #RIAEDGE tomorrow! Meg Carpenter, Candice Carlton, and Angie Herbers will explore the power of #culture to drive organic and inorganic growth. Secure your spot now and be part of this transformative discussion: hubs.li/Q01QL52W0
“There ARE a lot of young people who want to be advisors. There are NOT a lot of young people who want to be “producers”” The first thing we say when introducing our firms is “we have X amount of AUM” It reinforces a sales/ producer mindset @Wealth__Edge - @ThrivosLLC
Silent disco at RIA Edge and @SamanthaTwenty is our DJ on personal branding and social media. @FiCommPartners #riaedge
@candicecarlton @SamanthaTwenty @FiCommPartners So cool! Wish I could have stayed! 😍
You know life is good when you're dancing with a bag of chips
We had SO much fun at #JoltConference last week! 🎉 It was an incredible opportunity to hear from some of the brightest minds in the industry while learning new strategies to boost your marketing tactics. We already can't wait until next year! ✌️
So excited to learn from these folks! #joltconference @LIVgagnon @samanthajoallen @MattMiddleton__ Cici Prsha (cjncommunications.com/about-archived)
@DasarteYarnway @FMGSuite @variableannuity @candicecarlton samesies!
@DasarteYarnway @FMGSuite @SamanthaTwenty @candicecarlton Yes! The panel was fantastic. What a privilege to moderate!
Easy thing to say, harder to believe. Still wildly true ☘️
"Not everyone will get it. Some will, some won't. So what, who's next?" @Steph_Bogan
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