Elena Krasnow @elenaspeaking
Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside spotify.link/IoFek9FatDb Oregon, USA Joined January 2011-
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🎧 Don't miss out on this episode of Masters in Business with host @Ritholtz! In this fantastic conversation, Barry speaks with @jbradhere of @domainmoney about her impressive career as a technology, media and financial services executive. 🔥 bloomberg.com/news/audio/202… @business
🌴 If you’re heading to Florida next week for @Wealth__Edge, then you do not want to miss the 5 for 5: WealthStack State of the Union moderated by @FinTechie! Terri Kallsen, senior operating partner of Rise Growth Partners, will take the stage to deliver a TEDtalk style…
☀️ Happy Saturday to everyone, and to all the Lead Dads! In this episode, our hosts @elenaspeaking and @jimmymoock are joined by @sullivanpaul, a renowned financial journalist, author and the visionary behind the @companyofdads. Tap in! 🎧open.spotify.com/episode/1iD6AV…
Heading to Florida for @Wealth__Edge in a few weeks? 👀🏝️ Learn more about one of the event’s stars @ShannonRosic in this episode of PRess Play: The @StreetCred_PR Podcast with hosts @elenaspeaking and @jimmymoock! Tap in for a perfect Saturday listen. open.spotify.com/episode/2p9moy…
🔥We’re back with another of PRess Play!🔥 Industry luminary @brunz99 joins hosts @elenaspeaking and @jimmymoock to share the winding story of his career and to explore how the complex landscape of financial media has evolved over time. open.spotify.com/episode/1IuHZA…
I remembered #FormalFriday and I am not doing yardwork today. @elenaspeaking silk-blend sweater, wide-leg linen blend crop pants.
Felt the need to come here and say I am so grateful for my teammates at @StreetCred_PR. Had several calls with colleagues today that reminded me of just how much stronger we are because we lean into each other's strengths and row the boat together. Dream team, for real. ✨💗⛵
"With Future Proof Citywide, we're breaking down the walls to unite the entire investment management ecosystem – allocators, wealth managers, fund managers, fintechs, financial services providers, and more." - @MattMiddleton__ of @FutureProof_HQ 🌴🎉 businesswire.com/news/home/2024…
🌴@MattMiddleton__ @RitholtzWealth @Downtown & the rest of the @FutureProof_HQ team have done it again!! Can't imagine a better way to spend my birthday next year! 😍
🌴@MattMiddleton__ @RitholtzWealth @Downtown & the rest of the @FutureProof_HQ team have done it again!! Can't imagine a better way to spend my birthday next year! 😍
Loving this webinar led by @robertsofia at @SnappyKraken on "The Growth Secrets of Billion Dollar RIAs." 🚀 @samanthajoallen, Christa Spencer of @MercerAdvisors and @TomRuggie are dropping some serious knowledge! 📈
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // @moonwalkfitness loverSurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllcSamantha 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 + TechSonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/HerBrian 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.Nicole Casperson @nicolecasperson
8K Followers 2K Following Founder & CEO Fintech Is Femme Media ✍🏽 Podcast Host🎙️ Opinions @Forbes, Global Speaker, Professor, AAPI 🇵🇭 Debut Book: Fintech Feminists coming fall 2024!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 💕Cody Garrett, CFP®�.. @MeasureTwiceMNY
15K Followers 988 Following Financial Educator at Measure Twice® - I teach DIY investors how to create their own financial plans + learn more in 5 hours than most people learn in years!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-AmericanJamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrgCourtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZELaura 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/xZOBMT3EQfDanika 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.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.Carl Richards @behaviorgap
54K Followers 711 Following Pay attention to money and your relationship with it will change.Thomas Kopelman 💵 @TKopelman
26K Followers 630 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.Ronnie Colvin, MS, CF.. @moneyeducator
1K Followers 1K Following He/him. Sci-Fi, Superheros, and Southern food. Contract "Fractional Planner" to other advisors looking to grow or to help carry their existing workloadValerie 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.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☆RebeccaPiers @IYc4VaDHyv1Tn
4 Followers 441 FollowingThoawherth @thoawherth24371
0 Followers 409 Followingno clue @ultrazeroyields
251 Followers 2K Following 1. I swear to fucking god if you read my shit please poke holes 2. None of this is investment advice, if you want that go pay a bulge bracket 3. I’m an idiotRivaConan @eC73YMVRR941A
0 Followers 38 FollowingPaula Harkness @harkn79787
10 Followers 256 FollowingCharlie Hoffmann @CharlieHoffmann
167 Followers 257 FollowingMophat Sakin @MophatSaki94407
4 Followers 161 FollowingCynthiaBloomer @pQUo1N9sfio9dvx
0 Followers 372 FollowingJY Liew @JYLiew9
179 Followers 3K FollowingAlexi Solit 🤙🏾�.. @Lexlife
16K Followers 4K Following Web3 investor (Metamatic) //@Harvard @Kelloggschool previously @CaesarsEnt @abinbev @zxventuresWilther Hans Gemenz @WGemenz36958
798 Followers 755 Following All knowledge attains its ethical value and its human significance only by the human sense in which it is employed. Only a good man can be a great physicianTyphat @Typhatnm4jk
0 Followers 383 FollowingColleenJi @ColleenJi456
5K Followers 3K FollowingRireabr @Rireabr9P3nVj
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31K Followers 6K Following Digital Branding & Business Development Agency. Specializing in Branding and Promoting quality trading companies across our platform team to reach 400k+ tradersCornelis Wiebe @wiebe87369
78 Followers 2K FollowingGoressh @GoresshYhqP
1 Followers 472 FollowingFayTitus @c6KfqRctLjI1d1D
1 Followers 384 FollowingThersismod @thersismod35981
1 Followers 407 FollowingHelina @Helina995398773
21 Followers 277 FollowingRosotores @RosotoresSyx0
1 Followers 455 FollowingTessVirginia @W0P2OZAe8rr7W
1 Followers 437 FollowingTuetssoth @TuetssothCua
3 Followers 300 FollowingRithu @RithufOYbqYC
5 Followers 302 FollowingVeta @ritaxl111
131 Followers 1K Following Greenway Global is a qualitatively new level of responsibility and opportunities for our company. Having teamed up with the French company DLG, we have createdZoraBrook @S5ShtTd7LZRsehR
0 Followers 290 FollowingKarina @karinacrooks
2K Followers 1K Following defi, coffee, snowboarding, travel 🌿 web3 comms + marketing ⟠Tosher @Tosher11kF
0 Followers 476 FollowingCarole carmina @CaroleCar1947
34 Followers 126 FollowingTeanear @Teanear155892
1 Followers 449 FollowingVirginiaTom @h7iRQ1gC0nB9q
0 Followers 490 FollowingNapa Valley Marijuana.. @nvmg69
31K Followers 31K Following Your complete guide to wine country, steering you clear of Napa Valley’s war on cannabis…“Next time take the train”🚂🍷#DrugWar ProChoice…👍 Never Trump🖕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.Kathryn Hanna, CPA/PF.. @MakingYourMM
3K Followers 3K Following Making Your Money Matter | Actionable resources to help accumulators optimize money to maximize their lives. Spreadsheet guru, tax pro, budgeting advocate.Katie Staples @KatieStaples33
9 Followers 51 Followingboden smith @bodensmith1991
24 Followers 20 Followingjengirl3 @jengirl3
203 Followers 1K Following mother, knitter, crafter, baker, reader, tv junkie, and oh yeah, lawyer🤴Edsøn Líma 17 &.. @17Filhao
434 Followers 8K Following 🤴Edsøn Líma CEØ 0017 & 👸🏼Leønør👑👀👽🌐E™✈️🚀🛰 •|🌐ETEC___ 📊Bolsa de Valores @YahooFinance 📉💹🏧 @CasaReal 👸E👸🏻ML👸🏽EL 🇧🇷🇪🇸🇧🇪🇸🇪LeBron Fans 👑 @LeBronJames
924K Followers 1.0M Following LeBron James news. #TeamLeBron #Strive4Greatness.🏆 @KingJames. 👑josé daniel rakotona.. @josdanielr95401
16 Followers 294 Following Naturaliste et développement vert, humaniste et secouriste,Jasmine Avance @AvanceJasm39023
1 Followers 6 FollowingKristopher Park @NavySEALFinance
156 Followers 429 Following The Navy SEAL of Finance Co-Founder of Rubriks3J Wise @JWiseIN
183 Followers 231 FollowingMadison O'Sullivan @MadisonOSu2097
1 Followers 4 FollowingStephen @StephenUmber
222 Followers 412 FollowingJess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // @moonwalkfitness loverSurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllcSamantha 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 + TechSonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/HerBrian 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.Nicole Casperson @nicolecasperson
8K Followers 2K Following Founder & CEO Fintech Is Femme Media ✍🏽 Podcast Host🎙️ Opinions @Forbes, Global Speaker, Professor, AAPI 🇵🇭 Debut Book: Fintech Feminists coming fall 2024!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-AmericanMichaelKitces @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 blogJamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrgCourtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZELaura 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/xZOBMT3EQfDanika 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.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.Carl Richards @behaviorgap
54K Followers 711 Following Pay attention to money and your relationship with it will change.Thomas Kopelman 💵 @TKopelman
26K Followers 630 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.Ronnie Colvin, MS, CF.. @moneyeducator
1K Followers 1K Following He/him. Sci-Fi, Superheros, and Southern food. Contract "Fractional Planner" to other advisors looking to grow or to help carry their existing workloadValerie 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.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☆Christine Simone @chris_simone
3K Followers 569 Following Founder & CEO of @caribou_wealth | usually found by the 🌊 tweeting about startups, healthcare, and a few sports teams I can't help but love.James Burton @jeburton9
632 Followers 1K Following Managing Editor @WealthProCA Key Media Int. in Toronto. [email protected] | Investing | Portfolio management | Markets | Advisors | Views my ownTradePMR @TradePMR
16K Followers 1K Following Built by an RIA for RIAs, TradePMR works with growth-minded independent RIAs, providing custodial services and innovative technology tools. Member FINRA/SIPCRyan Eisenman @Ryeisenman
553 Followers 436 Following CEO @ Arch - @gotk1s / The Digital Admin for Private Investments | NYCMark Cecchini, CFP® @markcecchini
5K Followers 700 Following 11 yrs serving clients & building practice⬩Director Wealth Solutions @ Quadrant Capital⬩Tax & Ethics @ UCLA PFP⬩Tweets ≠ Advice⬩Views are my own 👨🏻💻 💵Rob Farmer @robfarmersf
720 Followers 2K Following #Communications Pro for Financial Services, #WealthManagement, #FinTech, #WealthTech #SanFrancisco Bay Area sports fan. (Views are my own.)We Live to CFO @WeLivetoServe
2K Followers 29 Following Teaching a Million Kids Math | Dad | CFO/OPS/MGMT. Resto’wnr, Bartender, ProSkydiver. Liberated. Solved Math. We Live to Serve 🙏🏻 But We’re Not Beneath You 🫡Sheri Fitts @missfitts
50K Followers 47K Following Marketing, Branding + Digital at the Intersection of #FINSERV | #FINTECH | Speaker | Author | Podcaster | #badass | Slightly weird Portlander!Salvador Ordorica @Salvadorrrr
2K Followers 1K Following 💼 Professional Translation into +90 Languages at The Spanish Group https://t.co/Lt4NWxmqcV ✈️ World Traveler 🌎 En-Sp-Fr learning 中文Kian @slhzdh
136 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.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 adviceMatt Zeigler @CultishCreative
1K Followers 2K Following Personal Archive advocate | write | speak | advise | YouTube | husband | and lots of music-related nerdery. All links below. "You know what love is."CapIntel @CapIntel
90 Followers 90 Following CapIntel is an investment sales platform for financial advisors. Sign up for free and grow your practice with us today!Jorrell Bland @JReLLz35
624 Followers 515 Following Associate Wealth Advisor @MitlinFinancial Editorial Advisory Board Member @FPANexGen 🏈 @WVUAlumniAssocHelen Yang, CFA @AndesWealth
685 Followers 339 Following FinTech Entrepreneur. Winner of prestigious Harry Markowitz Award. Community leader.Rusty Vanneman, CMT, .. @RustyVanneman
969 Followers 1K Following Chief Investment Officer. Co-Host "The Weighing Machine" podcast. Author of "Higher Calling”. Silver Paddler / Adventurous Smoothie-Maker / Hunter of AwesomeWomen CEO Project | B.. @womenceo
13K Followers 4K Following The Coach’s Coach building Profitable Online 7 Figure PLUS Coaches and Businesses👉🏾Join my Business Conference https://t.co/ic7gRUZEsc Text 📲 281-688-6782Neil Bage @neilbage
2K Followers 921 Following Applied Neuroscience and Behavioural Science • Financial Services • Co-Founder at @shapingwealth • Keynote speakerJason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*Jim Gundersdorff EA (.. @jimgunnyea
3K Followers 4K Following Enrolled Agent #EA, #TaxTwitter, Arm Chair (no actual chair) Economist, President of Gundersdorff & Co - Accountants since 1982. Husband & Father... (He/Him)Aaron Hector, R.F.P.,.. @AaronHectorCFP
6K Followers 389 Following Passion for personal finance, innovative ideas & the well being of my clients. Private Wealth Advisor @ CWB Wealth in Calgary, VP & Symposium Chair @ IAFP #AvsDavid @DMehlhorn
384 Followers 927 Following Dad 👦👦👦🐶 | Husband | Track Coach | Basketball Coach | Christ-Follower | Dual Citizen 🇨🇦🇺🇸 | Sun Devil Alum | Thoughts mineEffin' Birds @EffinBirds
286K Followers 1K Following by @aaronreynolds (he/him) • merch, books and tour details at https://t.co/telhOub0Fs • defeated Jimmy Fallon in a popularity contestOlivia @oliozeye
431 Followers 1K Following A woman with her toes in the dirt. Balance. Beauty. Temporary. Forever. I love books, animals, renewal through good health + learning. DREAMER, believerCaitlin Kelly: career.. @CaitlinKellyNYC
9K Followers 1K Following 100+ NYT stories. Utility player, skilled generalist, thrives on challenging work/healthy budget. Coaching writers at all levels. [email protected].Coaching for creative.. @SherylGarratt
781 Followers 678 Following Writer, editor but mainly now a coach helping creative professionals get the success they want, making work they truly love. Because what you make.. mattersMatt Faubion, CFP® @FaubWealth
654 Followers 2K Following Founder & CFP® Professional @ Faubion Wealth Management • Be a Leader • Tweets ≠ AdviceRyan Furlong, CFP® @RyanFurlongCFP
539 Followers 487 Following Helping High Earners and Entrepreneurs find Financial Independence Faster. Tweets ≠ advicetxleeroy @txleeroy
509 Followers 367 Following Chaotic good human here to partake in the toxicity and watch this place implode.Liz Hand, CFP® ✨ @ExAnimoLiz
125 Followers 180 Following Light-Hearted & Straight to the Heart | Owner/Advisor | Mindset Coach to Advisors | Wife & Mom | Piano Enthusiast | Pleasant Financial ConversationsKeila Hill-Trawick | .. @littlefishcpa
1K Followers 681 Following 💼 Specializing in service providers with tiny teams 🎙Host of Fish Food podcast 🤎 Using my skills in service 📢 Working out loudDispatch.io @Dispatch_io
11 Followers 2 Following We help advisors sync client data across the tech stack.Leslie Book @book_leslie
1K Followers 1K Following Villanova Law Prof. Author, Saltzman & Book, IRS Practice & Procedure. Co-founder, Procedurally Taxing. Board Member & Sr Fellow, Center for Taxpayer Rights.Regent Peak Wealth Ad.. @RegentPeak
41 Followers 35 Following Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth.Shannon Spotswood @sspotswoodrfg
544 Followers 381 Following President of RFG Advisory. Advisory services through RFG Advisory, LLC, Registered Investment Advisor.RFG Advisory @RFGAdvisory
232 Followers 120 Following Investment advice offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services.chris seubert @cseubert1954
2K Followers 2K Following Youngest old person I know, Democrat, 2 Tesla’s, I support the next generation leading the country, my generation messed it up, Eugene OR is awesomeKyle Landis-Marinello.. @pfauthor
815 Followers 1K Following Author of 📕 Personal Finance and Investing (which is like other personal finance books, but less boring). Lawyer. Dad to 3 amazing kids. Views my own.Lara Galloway @LaraGalloway123
54 Followers 8 Following Providing marketing, business development and practice management solutions to financial advisory firmsKeena Pettijohn @PettijohnKeena
43 Followers 143 Following Tireless FemTech that embraces technology that Transforms the Advisor into a “ Life Coach” and embraces the 3 Tenets of Success: Health, Wealth, and HappinessMegan 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.Derek Schwartz @Dschwartz_1313
28 Followers 60 Following Derek Schwartz is Managing Director and National Sales Manager for CION Securities.Michelle Golden @michellegolden
6K Followers 4K Following Facilitator. educator. author. strategist. Top 💯 in #accounting. Creator: Advanced Pricing Methods®. Helps CPAs confidently get paid what you’re worth! 🟦!beehiiv 🐝 @beehiiv
26K Followers 69 Following Launch, scale, and monetize your newsletter with a publishing platform built for growth. Built by those who have done it before.Mark Bruno @brunz99
1K Followers 462 Following Managing Director, Wealth Management | Informa Connect; Author, Save Now or Die TryingSara Baker @SaraKBakerJD
28 Followers 50 Following Chief Planning & Legal Officer at Triad Wealth Partners🚀NEWS: GROWTH🚀 CION Ares Management LLC, a joint venture between affiliates of @CionInvestments & Ares Management Corporation, announced that the CION Ares Diversified Credit Fund recently surpassed $5 billion in total assets under management. businesswire.com/news/home/2024…
As part of a media tour marking his first anniversary as @CeteraFinancial Holdings CEO, Mike Durbin met with John Manganaro of @ThinkAdvisor to discuss Cetera’s “tremendous momentum,” including the acquisition of Avantax. Read the full article here: bit.ly/4dlIeRJ
Obligatory working from a coffee shop pic. Considering making Wednesday mornings “work from the coffee shop,” morning. Anyone else do this?
#SYNERGY24 is going to make it rain with inspiration for all in attendance! Don’t miss TradePMR CEO @RobbWBaldwin's keynote address “Rainmakers Aren’t Born, They Are Made” There is still time to register: TradePMR | SYNERGY24 | RIA Conference hubs.li/Q02vzp-v0 #RIA
🎉 We are thrilled to announce we have been named one of the Best Financial Advisory Firms by USA TODAY and Statista for the 2nd year in a row 🎉🏆Learn more about our awards here hubs.li/Q02wn_GJ0. #RIAoftheFuture
The Russell 2000 index, which represents small-cap stocks, has only gained 1 percent, while the broader S&P 500 index has seen an 8 percent increase this year. hubs.la/Q02w9fHY0
📢 Check out the latest Wealthtech Roundup from @wealth_report's @EchrisL! This week's edition features @F2_Strategy's appointment of Jay Halbert to the role of CFO, @Get_Elements recently announced partnership with @XYPlanning and more. 🗞️ wealthsolutionsreport.com/2024/05/07/wea…
✨NEWS: PEOPLE MOVES✨ @Nepsisinc has announced Amanda Butler as the firm's first chief technology officer. Butler will oversee the strategic vision to build a scalable technology architecture that supports the firm’s evolving business lines. businesswire.com/news/home/2024…
Makes you appreciate the safety of a desk job...
Satisfying external wall paint 📹 yaptasarim1
The Worst Bond Bear Market Ever Marches On "Bond yields could always rise further, but the starting yields are a good indication of long-run expected returns. The yield tells the story in high-quality fixed income." buff.ly/44pDlTL by @awealthofcs
If you brag about how you "retired early" yet are still trying to sell something, you didn't retire early.
Talk Your Book: Bitcoin Flows🎙️ @awealthofcs & @michaelbatnick are joined by Christopher Jensen, Director of Digital Assets Research for @FTI_US to discuss, the resiliency of Bitcoin, the global casino vs global computer use-case theories, understanding the Bitcoin halving, and…
Let's dust off some suits, see if they still fit, grab some purple sneaks, and get back to work! 😈 @wealth_mgmt has asked me to chair the #WealthStack content track at EDGE 2024 next week. It's a tireless job, so let the unemployed guy do it. 😆 There is still time to…
Join our upcoming webinar with @finplan as Davie Kaplan, CPA, P.C. CEO Jennifer Jones & Avantax Director, Business Development Elvis R. Medica, CMFC, MBA share how SECURE Act 2.0 could dramatically impact tax returns & financial plans in the coming years: bit.ly/4aL25YU
Must-see programming at #WMEdge next week in Florida!
🌴 If you’re heading to Florida next week for @Wealth__Edge, then you do not want to miss the 5 for 5: WealthStack State of the Union moderated by @FinTechie! Terri Kallsen, senior operating partner of Rise Growth Partners, will take the stage to deliver a TEDtalk style…
Exciting news! We've unveiled a new outsourced #SDR service, as featured in @FAMagazine fa-mag.com/news/ai-tool-g… Combining lead generation with our marketing expertise, we're helping #fintech & financial services firms fuel growth without hiring internal sales reps. #SalesGrowth
Wish you could reduce the amount of time you spend prepping for client interactions while still delivering knockout financial advice? That’s where Elements shines. Seamless data collection, quick financial assessments, and a faster path to breakthrough moments with clients.
Why can using "probability of success" in a financial plan lead to negative client outcomes? Join team members of Elements and Income Lab to learn more: hubs.la/Q02wfhKy0 #fintech #fintwit #financialplanning #financialadvisor