Advisorpedia @advisorpedia
The best place for financial advisors to grow their minds and businesses. #poweryouradvice #advisorpedia linktr.ee/advisorpedia Las Vegas, NV Joined July 2014-
Tweets150K
-
Followers17K
-
Following13K
-
Likes8K
11 Most Read Articles of the Week ow.ly/qWZF50RwyxJ @stew_bell @arigalper
Slow down to recognize and break bad communication habits. Minimizing your words makes your messaging clearer and stronger. ow.ly/C6o850RwyAo
A common pitfall for advisors is falling into the popularity trap. They mistake popularity for profitability, focusing their time and energy on the wrong things. ow.ly/p6Vu50RwyAk
Being the person that our target market thinks of, and then calls, when they recognise a need or desire is our goal. We want to be “top of mind”. ow.ly/4Hz850RwyAj
LinkedIn is where most advisors attempt to “network” and lead generate, given the restricted options available to find new prospects. ow.ly/o71V50RwyAe
For veterans of the gala circuit this is second nature. If you are starting to use this avenue as an entry point into the local wealthy community. The opportunities are easy to spot. ow.ly/tcGR50RwyA8
11 Most Read Articles of the Week ow.ly/FoLQ50Rwyxt @CoachJoeLukacs @IBKR_Campus @DonConnelly
Discover the essential strategies for retaining clients and what happens when they decide to manage their affairs independently. ow.ly/5vo050RwyzN
Sometimes business owners are so focused on making change happen for customers that they forget that continually changing themselves and their company is equally important. ow.ly/euLj50Rwyzy
A reduction in situational awareness occurs in a profession when everyone does the same thing and gets similar results. ow.ly/Ow9e50Rwyzl
Under advised Gen X women investors present advisors with opportunity — the potential to grow their business while playing a vital role in helping to close the gender wealth gap. ow.ly/nhCm50Rwyz6
To maintain your edge, you need to question and defy all notions of doing the same things you know and have always done. ow.ly/x80m50Rwyyk
Don’t be afraid to provide too much unpacking information. The more detail you provide the clearer it is and the easier it is to communicate to your employees and your WHO. ow.ly/kqOS50Rwyy0
It’s up to management and business owners to figure out the best way to satisfy the budget while embracing new technology and procedures for conducting business. ow.ly/ahcs50RwyxQ
Complexity and information are trust tripwires - and advisors who fail to recognize them and adjust their sales approach accordingly, will continue to lose more clients than they gain. ow.ly/78GU50RwyxO
Freelancers and gig workers, some of whom earn respectable and beyond salaries, need advisors because their retirement planning ow.ly/79Bm50RwyxL
11 Most Read Articles of the Week ow.ly/G0Fy50Rwyx4 @ETFGodfather @LanceRoberts @EmotionalInvest
Are you ready to uncover the truths and myths about long-term care and its implications for your financial future? ow.ly/9AHo50Rw7yX
Retirement disagreements, which fortunately are avoidable, are all the more important at a time when so many baby boomers are leaving the workforce. ow.ly/mTBF50Rw7w4
Advisors can turn retirement negativity into positivity for female clients by helping them capitalize on all the retirement tools at their disposal, including employer-sponsored plans. ow.ly/fQg550Rw7s3
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 + TechThomas Kopelman 💵 @TKopelman
26K Followers 629 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️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 @FinServOrgWealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.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 #TagrissoAnthony Stich ✈️ .. @anthonystich
4K Followers 876 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutsideKendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagementCaitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness loverLarry 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 🏒 DadDaniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard DeviationsNick Gertsema @ngertsema
1K Followers 597 Following CFP®, ChFC®, RICP®, AIF®, Husband, Father, CEO, Wealth Advisor, Z-Man enthusiast. #fintwitDiana Cabrices @dianacabrices
2K Followers 1K Following fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemosjustincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT adviceJay Coulter, CFP® & .. @sjaycoulter
31K Followers 13K Following 🎙️ Investment Insights Pod: https://t.co/j7STKFUngn 🎙️ @resilientadvsr Show 🎙️ @finadvisorTV: https://t.co/fcVABlvmVS Co-Founder: @OpalInvest_ Posts≠AdviceJeff "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 ownCourtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZE〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚Sophie @2dc6cfqwxaaj6
4 Followers 113 Following Crypto Honey Claim $HNYAI tokens worth 1,000 SOL! Follow & submit your SOL address: https://t.co/qES8b5VstK Event Dates: May 1st-5thKai C @maluhia_ka_oo
10 Followers 93 FollowingThe Oasis Group @theoasisgrp
114 Followers 164 Following Generating revenue for a better tomorrow by providing revenue consulting and coaching for wealth management and technology firms and individuals.b1k4chzogdhqmg @1d3breyxj
12 Followers 180 FollowingFelipe Morales @Fmoralp
99 Followers 563 FollowingRogu_eRadiance @REradiance92337
29 Followers 1K Followingohrseh6psrv @s57atr3gst6
10 Followers 1K Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 networkDave Hutchison, CFA @davehutchison
63 Followers 166 Following Fiduciary investment adviser serving families in Southern California and beyond.Dicky Andrews @AlLPerry1
52 Followers 384 FollowingPip Juggler @pip_juggler_
401 Followers 1K Following The Forex market is open 24 hours a day, five days a week, giving traders ample opportunities to profit.Kelseyfahy @kelseyfahy1
144 Followers 938 Following Mom | Wife | EMT | Accounting Student | Truth Seekerr2w2jjr8sxrgxbz @nnbwvemlur9
20 Followers 517 Following 35歳、独身、女性、ゴルフ好き、ヨガ練習、ダイビングショッピングhttps://t.co/mQee6vqhpe888 @AJAJ06516
353 Followers 2K Following B.S. Businesses 👩🏻🎓The road to success 📈 is always under 🦺 🚧 Believe in yourself and you become unstoppable.💕JDH @FLDave23
0 Followers 203 Following版本十一 @TracyJXCui
140 Followers 2K Following Financial advisor, digital asset, asset allocation Live with the flowPhilip Floyd @philipjfloyd
467 Followers 3K Following Texan by lifestyle, American by birth, and born again Christian! Husband & Father, Army Vet, and Dallas Cowboy, Rangers, Stars, Mavs, & FC Dallas fan45164724 @tci6743
114 Followers 102 FollowingDonald Boyd @BoydFinance
89 Followers 209 Following Securities offered through LPL Financial, Member SIPC https://t.co/Vyl6iRZT3m.wealthmind @wealthmindco
7 Followers 21 Following Coming Soon: A journey into the subconscious of personal finance. Helping manage the business of you by connecting life to the money behind it #finance #wealthJosep Maria Puigvert @JosepMaPuigvert
458 Followers 2K Following Gracies a la vida que m'ha donat moltes experiències inoblidables. Sempre pro-actiu, implicat i perfeccionista. Buscant la cirereta del pastísJulie Parker @JulieParker144
21K Followers 16K Following Sales System Builder, Marketing & Social Media, Digital Gigster “You Are a CEO Movement“ Supporter. Watch this Video https://t.co/ezYvsMV5ol9SManagement @9SManagement
146 Followers 1K Following Treballant per l'eficiència en la Gestió Empresarialbullish🐂 @hudon_perignon
78 Followers 179 FollowingEA Wealth @EA_Wealth
107 Followers 198 Following EA Wealth empowers you to see your future. Experience a value driven life with clarity and simplicity. Get ready for the next level of Private Wealth ManagementAnezdoank1 @Anezdoank841
38 Followers 829 FollowingPromote Indie Artists.. @FaLaduna
2K Followers 5K Following Grow your Fanbase ➡️ https://t.co/hRdoFqguac 🔥 Choose Platform: Instagram, Spotify, Youtube & moreJeff Morgan @finadvisortech
6 Followers 73 Following@Mike3.0 @3_0Mike
11 Followers 139 FollowingOleg Bychkov @RussianOnWallSt
180 Followers 1K FollowingRamax Search Inc. @RamaxSearch
177 Followers 612 Following We are a market leader in permanent, long term consulting and temporary staffing!Annuities Genius @annuitiesgenius
344 Followers 2K Following Agents: Simplify #annuity objective approach & close deals faster. #1 software & case design in seconds! Free course: Call 844-500-5050Advisor.Cash @AdvisorCash
18 Followers 29 Following A better savings account for RIA clients | 5.00% APY, Up to $100 million in FDIC Insurance | Protect. Save. Earn more.Insights, Innovation,.. @IIandEBlog
128 Followers 2K Following Blog discussing life's Insights, Innovations, and the Economics behind them https://t.co/eUCW6UazVCNiaSeeds @NiaSeeds13218
42 Followers 2K FollowingCSKH NOKIA 🐉 $MON @cskhnokia555
47 Followers 200 FollowingRobert White @rwhiteagency
390 Followers 2K Following The Robert Agency is a premier insurance consulting firm. We have 25 years of experience. We specialize in Business and personal insurance protection.Eupator @DionysiusStoic
127 Followers 499 Following Trader. Endurance of pain or hardship without the display of feelings and without complaint. #bitcoinJames L H Bartlett @jameslhbartlett
77K Followers 24K Following I enjoy business, innovation, life-long learning & to #ChangeTheWorld to help others. Entrepreneur, interim CxO, investor, adventurer, thinker & do-er. NO DMs!Eugeniu @EugenZaicanu
26 Followers 721 Followingἀταραξία @RanD_0m8
7 Followers 136 FollowingLime Rick @LRCRB_LDL
836 Followers 4K Following Euclids*DNA\Claudius×Schweitzer/Runners°Resurrection/window0wonday/Whatapersonification&The/Latter/Day/Leo/\de\1984+10\AKA/the\Lime/Rick\On/A\Corona/Roll-bi*chHelta @heltacrpc
72 Followers 513 FollowingBrianW @bwilson541
2 Followers 17 FollowingClyde Pelton @ClydePelton
30 Followers 89 FollowingJavier Hernandez @JavierH41694880
15 Followers 458 FollowingSamantha 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 + TechMichaelKitces @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 blogSonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/HerThomas Kopelman 💵 @TKopelman
26K Followers 629 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️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 @FinServOrgWealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.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 #TagrissoValerie 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.Anthony Stich ✈️ .. @anthonystich
4K Followers 876 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutsideKendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagementLaura 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/xZOBMT3EQfCaitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness loverLarry 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 🏒 DadDaniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard DeviationsDiana Cabrices @dianacabrices
2K Followers 1K Following fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemosjustincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT adviceThe Perfect RIA @ThePerfectRIA
416 Followers 3 FollowingKristin Harad @KristinHarad
2K Followers 835 Following Business & Marketing Coach for RIA Leaders shaping Version 2.0 ...Mom of 2 teens (:-0) and a Jack Russell....F45 enthusist...coffee lover.Charles Schwab Corp @CharlesSchwab
147K Followers 201 Following Champions of investors and those who serve them. Support hours: 7 a.m.–7 p.m. CT or 24/7 at https://t.co/80htb56bW9. (Disclosures: https://t.co/DOAmQuAHLR)Hamilton Lane @hamilton_lane
3K Followers 404 Following Alternative investment management firm providing private markets services to investors around the world. Disclosures: https://t.co/unuqyvCpmpCoddington Wealth Adv.. @CoddingtonWeal1
11 Followers 6 Following Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC https://t.co/DMdfeXoyU2Golden Meadow @GMforecasts
28 Followers 1 Following You and Money: Growth Unchained Analyzing markets and financial news daily for the everyman investor.Income Lab @WeAreIncomeLab
538 Followers 318 Following Income Lab is the only provider of software for true dynamic income planning for financial advisors. Our mission is to revolutionize retirement planning.niki @nikicl
713 Followers 1K Following Marketing Specialist for financial advisors. Growth consultant & coach. Making sense of marketing. Founder & CEO of Niki Clark Marketing.Andy VandenBerg @AndyHVandenBerg
9K Followers 1K Following Builder at Heart. Personal Finance Nerd. Former Investor. 3 exits and a lot of fun failuresROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial advisors drive growth with better marketing and branding 🚀 | Some DIY 🛠 gardening 🌱and dad 👨👩👦 stuff tooZeba Parveen @zebaparveen
240 Followers 1K FollowingWealthcareGDX® @WealthcareWay
295 Followers 332 Following Innovator of GDX360 platform. Creating great experiences via Comfort Zone. Believes its goals first, then investments. Disclosures: https://t.co/ZZPpupH2K2MyVirtualCOO @MyVirtualCOO
2 Followers 9 FollowingPoterackCap @PoterackCap
11 Followers 7 Following Investment advice offered through Private Advisor Group, a registered investment advisor.Tim Pierotti @timpierotti1
558 Followers 556 Following Chief Investment Officer at WealthVest - Former PM at The Galleon GroupTriangle Blvd @TriangleBlvd
2K Followers 2K Following The award-winning full service marketing firm. We Bring Continuity To Brands. Creative Services - video production, web development, and mobile solutions.John Iannucci, J.D., .. @IannucciJohn
4 Followers 24 Following Helping successful business owners, professionals, retirees, and solo seniors to protect, grow, and access their assets using innovative wealth preservation.The Inertia @the_inertia
16K Followers 992 Following The Definitive Voice of Surf and Outdoors. 🌊 | ⛰ @theinertiaMTN #surfsomethingAqua @investwithaqua
116 Followers 95 Following Empowering financial advisors with the modern alternative investing experience Backed by @ycombinator and @GradientVCK Frost, CFP® @Koryfrost
449 Followers 2K Following University of Michigan graduate. Director of Planning & Strategy for an RIA. My opinions are my own.Chris Reilly @C_Reilly5
2K Followers 1K Following I post about stocks and sports | My "hot" (goofy) takes have been known to ruffle feathers | Executive editor at @hedge_your_risk, a disruption research firmDLP Capital @DLPCapital
415 Followers 895 Following DLP Capital is a private, diversified real estate investment firm.Laurence J Kotlikoff @Kotlikoff
9K Followers 85 Following BU Econ Prof, author of Money Magic, best selling author, writes for top media, personal finance co. (https://t.co/8NIAxLPU0P), consultant, view https://t.co/18orBAzyRbSuccession Resource G.. @SuccessionRG
330 Followers 687 Following We help financial advisors grow through acquisition, protect their business with a continuity plan, and plan/manage the transition of their business.Thilan Kiridena CFP®.. @tkiridena
74 Followers 108 Following #FinancialPlanning | NYC based Financial Advisor | Tweets for educational purposes only and is NOT financial advice | DMs Open | Retweets ≠ EndorsementsEquityMultiple @EquityMultiple
2K Followers 852 Following The Future of Commercial Real Estate Investing. Invest Today, Enjoy Tomorrow. https://t.co/tznJZ5yXe8…Morrison Street Resea.. @mstreetresearch
183 Followers 955 Following Morrison Street Research publishes market reports to serve clients of its affiliated companies focused on commercial real estate investments and consulting.Oak Street Funding @OSFunding
302 Followers 219 Following Oak Street Funding is an expert in financing for insurance businesses, investment advisors, and CPAs. Follow us on LinkedIn to see more @ Oak Street FundingWealth Enhancement Gr.. @WealthEnhance
1K Followers 767 Following All the specialists you need, all in one place. Securities offered through LPL Financial, Member FINRA/SIPC. https://t.co/el0LXKgCUWS3 @S3Bestex
126 Followers 79 FollowingReHack @rehackmagazine
302 Followers 222 Following ReHack is your place for all things technology, from everyday tech to the most niche applications of machine learning and data analytics.Julie Johnson XY Comm.. @juliejohnsonxyc
332 Followers 867 Following ⬆️ #TRUST, Deeper Engagement. BeFi, FinPsy. Super Power🟰 increasing #connection with #generations #genders ⬆️connection =⬇️stress #speaker #coachDanielle Miura, CFP®.. @Daniellemiula
1K Followers 2K Following A personal finance nerd spreading awareness on family caregiving one story at a time.Connor & Gallagher On.. @go_cgo
705 Followers 1K Following #BusinessInsurance | #EmployeeBenefits | #HR & #Payroll | #401k & #403b Plan Services. All-In-One #HRIS Technology connecting it all.KaydanWealth @KaydanWealth
84 Followers 201 Following We're dedicated to delivering thoughtful financial & investment guidance and making a strong, positive impact on our clients' lives. https://t.co/ATYaSSuuDdNancy Fredericks @nancyfredericks
352 Followers 85 Following Experienced thought-leader offering practical, workable solutions that bust-up the career-limiting barriers holding women back from achieving all they desire.UST @USTglobal
17K Followers 1K Following Transforming the world’s best companies through the power of technology.Gessner Wealth Strate.. @GessnerWealth
42 Followers 75 Following Independent Registered Investment Advisory firm, focus on tax planning, retirement planning, stress testing, CERTIFIED FINANCIAL PLANNER™ PractitionerApollon Wealth Manage.. @ApollonWealth
113 Followers 180 Following Elevating Wealth Management to a Higher Personal StandardBrendan 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 adviceMPI @MarkovMPI
560 Followers 1K Following Helping the world’s leading institutional investors, consultants, asset managers & plan advisors achieve deeper insights that drive smarter investment decisionsThe True Life Compani.. @TheTrueLifeCo
50 Followers 0 Following Established in 2008, The True Life Companies (TTLC) is a real estate firm dedicated to repurposing under-utilized property into attainable housing solutions.Kalli Collective @KalliCollective
123 Followers 614 Following Financial Industry marketing for Savvy Advisors. Video, Social Media, Web Design and more. If we don't do it, you don't need it.TITAN Financial Pros @TITANFinPros
467 Followers 809 Following Everyone should have a CFO in their business. At TITAN, we help businesses with financial advice, strategies and insights, to grow their business. Find out how!Peterson Wealth @PetersonWealth
71 Followers 114 Following Help affluent women, retirees, biz owners & equine enthusiasts make smart financial decisions. Planning is our specialty.Christine Luken, Fina.. @FinLifeGrd
4K Followers 2K Following Financial 💵 Dignity® Coach to High Income Professionals 📖 Founder of the Wealthy Woman Book Club™ 🎧 Host of the Money is Emotional podcastRT @advisorpedia It is a delicate balance to get right, and what is “right” isn’t just a question of frequency, although that is an important element of course. @TonyVidler buff.ly/3w9k4t5
RT @advisorpedia Like much of the world, Wall Street is psyched about AI, specifically using its deep learning to help sell “advanced” advice and financial products. @Kotlikoff buff.ly/49YIl2B
“When advisors can’t answer the fee question with confidence, they’ve eroded all of their client’s trust. As an advisor, you should be proud of the fees you charge; it should reflect the massive value you offer your clients.” @advisorpedia advisorpedia.com/growth/youre-o…
RT @advisorpedia LinkedIn is where most advisors attempt to “network” and lead generate, given the restricted options available to find new prospects. @arigalper buff.ly/3QmqICP
RT @advisorpedia Fear is a powerful motivator for many clients and while it shouldn’t be the primary driver in your marketing to clients, it shouldn’t be ignored either @TonyVidler buff.ly/4aVgu4J
Remembering the Tax Benefits of ETFs | Advisorpedia advisorpedia.com/etf/rememberin… via @advisorpedia
We celebrated #EarthDay by co-hosting a volunteer event with @FOWissahickon, beautifying the Wissahickon park by cutting back invasive plants and removing litter from the environment.
Great article by @DonConnelly: "By implementing these strategies and prioritizing your well-being, you can overcome mental blocks and thrive as a financial advisor." @advisorpedia advisorpedia.com/growth/overcom…
Modernizing Independence: A Turnkey Strategy for Advisors | Advisorpedia advisorpedia.com/future-of-advi… via @advisorpedia
Curious about the future of money management, particularly when it comes to #AI? Our ongoing Logica Future of Money Study sheds light on evolving trends in financial advice, and we got a chance to share about it in @advisorpedia. hubs.ly/Q02tMH7J0 #FutureOfMoney #MRX
An excellent suggestion for finance and all other careers: Why Advisors Need To Include Education | Advisorpedia advisorpedia.com/research/why-a… via @advisorpedia #MindsetMatters #LeadershipMatters
Great article by @DonConnelly: "By implementing these strategies and prioritizing your well-being, you can overcome mental blocks and thrive as a financial advisor." @advisorpedia advisorpedia.com/growth/overcom…
Great article by @DonConnelly: "By implementing these strategies and prioritizing your well-being, you can overcome mental blocks and thrive as a financial advisor." @advisorpedia advisorpedia.com/growth/overcom…
RT @advisorpedia Young Adults Eager to Gain Financial Knowledge buff.ly/3xCVX6p
Fantastic productivity advice from @granthicks77: “Your ideal clients you can get back to right away as they are paying you the most. Your non-ideal clients do not need to be communicated at the same speed.” @advisorpedia advisorpedia.com/growth/optimiz…
Has the G20 Agreed to Launch a Global CBDC? | Advisorpedia advisorpedia.com/cryptocurrency… via @advisorpedia
Our CEO Lilah Raynor shared some key #insights from Logica's recent #FutureofMoney Study with @advisorpedia. In the article, “Advisors, Trust, and #GenZ Money Choices,” she discuss the significance of trust in Gen Z’s financial decision-making process. hubs.ly/Q02rtK100
'The Vital Role of Back Offices in Advisory Firms', by deVere's Chief Operating Officer, Beverley Yeomans advisorpedia.com/future-of-advi… @advisorpedia #finance #financialadvice
The vital role of back offices in advisory firms advisorpedia.com/future-of-advi… @advisorpedia
Email marketing is one of the best ways to reach your audience, and it has an incredible ROI. So, using a financial advisor newsletter is a great way to communicate. @SamanthaTwenty & @advisorpedia shared 8 steps for writing a newsletter here. ➡️ hubs.ly/Q02r56Wn0