AdvisorMarketingTips @advisortips

Providing marketing strategies and advice specifically for Financial Advisors. Joined May 2012

Tweets

127
Followers

429
Following

2K
Likes

1

Bloomberg @business

12 years ago

Google agrees to acquire map-software provider Waze for about $1.1 billion: source | bloom.bg/11QLmbw

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eMoney Advisor @eMoneyAdvisor

12 years ago

How to attract the next generation of affluent investors @finplan bit.ly/19JiTfu

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TechCrunch @TechCrunch

12 years ago

The App Store Gold Rush Has Only Just Begun tcrn.ch/ZFlX8k by @sarahintampa

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Joe Weisenthal @TheStalwart

12 years ago

RT @BusinessInsider: The new Mac Pro is assembled in the USA read.bi/11RbP90

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The Economist @TheEconomist

13 years ago

Those suffering from language isolation experience disorientation and a decline in their decision-making ability econ.st/YV161M

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Cameron L Morrissey @ManagersDiary

13 years ago

Management is efficiency in climbing the ladder of success;leadership determines whether the ladder is leaning against the right wall.~Covey

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CNN Breaking News @cnnbrk

13 years ago

Tuesday's #Boston #Celtics game against #Indiana canceled. on.cnn.com/139ikHp

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CNN @CNN

13 years ago

At least 141 injured (17 in critical condition), two dead in Boston terror attack: on.cnn.com/YY0YNX

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AdvisorMarketingTips @advisortips

13 years ago

Diversifying for career risk? #financialadvisor investmentnews.com/article/201302…

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AdvisorMarketingTips @advisortips

13 years ago

Great rotation? It's exciting to think about, but the consensus is we are overestimating it #greatrotation marketwatch.com/story/beware-t…

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AdvisorMarketingTips @advisortips

13 years ago

Charles Scwab left some funds in California, $35682 to be exact #UCP #6bln angrystatistician.blogspot.com/2013/02/sergey…

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AdvisorMarketingTips @advisortips

13 years ago

Advisors, check out brandyouself.com to keep track of the search results potential clients see when they Google you #socialmedia

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AdvisorMarketingTips @advisortips

13 years ago

Your online presence is important to clients, improve your most important profile other than your website #linkedin financial-planning.com/blogs/Taking-Y…

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AdvisorMarketingTips @advisortips

13 years ago

Asset Managers (not FA's) will grow assets less than 1% over the next 5 years, Before the 2008, 6% to 7% was the norm financial-planning.com/news/Without-A…

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AdvisorMarketingTips @advisortips

13 years ago

Does Bank of America have long term growth potential? $BAC investmentnews.com/article/201302…

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AdvisorMarketingTips @advisortips

13 years ago

Great tips on how to explain complicated Financial terms to your clients investmentnews.com/gallery/201301…

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SuccessHowTo @SuccessHow

13 years ago

Don't wait. The time will never be just right. Napoleon Hill

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Glad M. Perez @gladperez

13 years ago

Why All #Investors Need an #Advisor - Forbes onforb.es/NdIm8b #financial #money

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AdvisorMarketingTips @advisortips

13 years ago

FA Marketing's current promotion: Free website design and setup for qualifying Financial Advisors #webdesign #financialadvisor

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Mashable @mashable

13 years ago

10 Budget Airfare Tools Every Traveler Should Know on.mash.to/MJ4ozM

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Lydia @Sworha07666

13 Followers 993 Following Self-love is the best love.

Professor Chris's team provides cryptocurrency analysis, earning $500 to $5,000 a day, click to join WS: https://t.co/NxOhB61Wbk

deborah @deborah1377355

3 Followers 153 Following Professor Chris's team provides cryptocurrency analysis, earning $500 to $5,000 a day, click to join WS: https://t.co/NxOhB61Wbk

Investment Manager Since 1994 https://t.co/oHXimhzWmi sp@pfa2.com Classical Tenor https://t.co/Kk3FIQFpYU stevepiercetenor@gmail.com

Steve Pierce @piercefinancial

235 Followers 399 Following Investment Manager Since 1994 https://t.co/oHXimhzWmi [email protected] Classical Tenor https://t.co/Kk3FIQFpYU [email protected]

Holistic approach to customized wealth management. Securities offered through LPL Financial, Member SIPC https://t.co/DR6urYtuPf.

Eaglerock Wealth @ERockFin

545 Followers 1K Following Holistic approach to customized wealth management. Securities offered through LPL Financial, Member SIPC https://t.co/DR6urYtuPf.

Chief Vision Officer - Edge Financial Advisors - Financial planning/Investment firm. Tweet to help others with their financial health
Pickleballer - @VeeFriends

Ed Meek, CFP® @EdMeekEdge

268 Followers 801 Following Chief Vision Officer - Edge Financial Advisors - Financial planning/Investment firm. Tweet to help others with their financial health Pickleballer - @VeeFriends

The leading video platform for financial services professionals. Asset TV is a free research learning library of content sourced from industry experts.

Asset TV U.S. @AssetTVUS

10K Followers 5K Following The leading video platform for financial services professionals. Asset TV is a free research learning library of content sourced from industry experts.

The Annuity Expert @ShawnPlummer10

838 Followers 2K Following My goal is to help you save #money, plan for #retirement, understand #insurance, live #life, all from the comfort of your #home.

CFP
Certified Financial Divorce Specialist
Collaborative Divorce
Transitions helps people move through the sometimes traumatic stages of life.

Val Lewis @DivorceCFP

51 Followers 81 Following CFP Certified Financial Divorce Specialist Collaborative Divorce Transitions helps people move through the sometimes traumatic stages of life.

Michael J MacDonald @Mmfm01Michael

85 Followers 610 Following

I help Canadian financial advisors make better decisions for their clients with financial planning. CEO of Snap Projections. Views are my own.

Pawel Brzeminski @pawelwb

332 Followers 531 Following I help Canadian financial advisors make better decisions for their clients with financial planning. CEO of Snap Projections. Views are my own.

Ph.D., MBA, CFP® Author, Researcher, Sarasota Fee-Only Financial Adviser specializing in Women's Financial Empowerment. USF Professor

Women's Money Empower... @DrLauraMattia

154 Followers 138 Following Ph.D., MBA, CFP® Author, Researcher, Sarasota Fee-Only Financial Adviser specializing in Women's Financial Empowerment. USF Professor

Over 30 years in Blue Sky Laws, Regulation, Research, & Surveillance. Compliance services for the entire investment community. 1-800-23-BLUESKY

Blue Sky MLS, Inc. @BlueSkyMLS

1K Followers 4K Following Over 30 years in Blue Sky Laws, Regulation, Research, & Surveillance. Compliance services for the entire investment community. 1-800-23-BLUESKY

PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.

PreciseFP @PreciseFP

1K Followers 373 Following PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.

Kelly Waltrich @kdubs_waltrich

2K Followers 2K Following Mom. Marketer.

Data you can action. AI you can trust. Personalization you can scale.
Welcome to the home for #MomentMarketers. 👋

For help 👉 @asksalesforce

Salesforce Marketing ... @MarketingCloud

174K Followers 77K Following Data you can action. AI you can trust. Personalization you can scale. Welcome to the home for #MomentMarketers. 👋 For help 👉 @asksalesforce

We are an independent financial and insurance services firm working with businesses, families and individuals to help them achieve clarity.

The Opus Group VA @TheOpusGroupVA

81 Followers 541 Following We are an independent financial and insurance services firm working with businesses, families and individuals to help them achieve clarity.

Whole-of-life wealth management. The information on this site is of a general nature only and may not be relevant to your particular circumstances. AFSL 227148

Capital Partners Cons... @Cap_Partners

593 Followers 1K Following Whole-of-life wealth management. The information on this site is of a general nature only and may not be relevant to your particular circumstances. AFSL 227148

Advisor Software and Research Tools for Leading Wealth Managers (#wealthmanagers) and Investment Professionals #wealthtech

Responsive Alpha @responsivealpha

654 Followers 2K Following Advisor Software and Research Tools for Leading Wealth Managers (#wealthmanagers) and Investment Professionals #wealthtech

RIAdotxyz launched as the first Market Network specific to the industry of Registered Investment Advisors #RIA #NetworkEffects

https://t.co/mR9USnb3El • https://t.co/parKRY7IP2 • https://t.co/CrDI2rs1Hn

601 Followers 4K Following RIAdotxyz launched as the first Market Network specific to the industry of Registered Investment Advisors #RIA #NetworkEffects https://t.co/mR9USnb3El • https://t.co/parKRY7IP2 • https://t.co/CrDI2rs1Hn

The CFP Board Career Center serves those interested in financial planning careers, CFP® certification, and job and internship opportunities.

CFP Board Career Cent... @CFPcareers

2K Followers 4K Following The CFP Board Career Center serves those interested in financial planning careers, CFP® certification, and job and internship opportunities.

Moorland Mayfair WM @MoorlandMayfair

131 Followers 395 Following Helping to protect and enhance your wealth - FCA FRN 748339

I am an #Independent #Financial #Adviser who strives to keep it simple as life is complicated enough without our industry making it even harder!

Paul Davis @pauldavis1970

1K Followers 1K Following I am an #Independent #Financial #Adviser who strives to keep it simple as life is complicated enough without our industry making it even harder!

MarketingPro @marketingpro

2K Followers 4K Following http://t.co/6XFfAKt2Fu provides automated e-mail, direct mail and social media services for Financial Professionals.

★ Leasha West ★ @LeashaWest

5K Followers 15K Following Columnist for @ABAesq | Author | US Marine | Univ of @NotreDame ☘Followed by @CoachLouHoltz88

Charlie Trammell @CtrammellP

147 Followers 1K Following Working in the financial industry, walking in the woods on my down time, living the dream one day at a time...

The leading experts in #managementconsulting #valuation and #MandA for the #wealthmanagement #investmentmanagement & #wealthTECH industries

ECHELON Partners @echelon_group

1K Followers 3K Following The leading experts in #managementconsulting #valuation and #MandA for the #wealthmanagement #investmentmanagement & #wealthTECH industries

Social Trading @Carlos_Trading

5K Followers 6K Following Love Social trading? Check out https://t.co/sF50VzIV6a

#BrokerDealer discuss how #tech #marketing #digitaltransformation #compliance #risk #enagage #retain #advisors #Fiduciary

IOTECH Strategies @IOTECHs

608 Followers 4K Following #BrokerDealer discuss how #tech #marketing #digitaltransformation #compliance #risk #enagage #retain #advisors #Fiduciary

Financial advisor marketing services since 2003.
We make the Internet your best source for new clients. #FinancialAdvisorMarketing

PDM @PaladinDM

2K Followers 4K Following Financial advisor marketing services since 2003. We make the Internet your best source for new clients. #FinancialAdvisorMarketing

ProspectDB, Inc @ProspectDB

1K Followers 4K Following ProspectDB is your partner for all direct sales and marketing campaigns.

Rhetorical Studies, Freelance Journalism, and Communication Consulting #OSINT Sharing of items is not an endorsement of all content. @ColdCaseWeb

Dr. Eric Grabowsky @DrEricGrabowsky

155K Followers 185K Following Rhetorical Studies, Freelance Journalism, and Communication Consulting #OSINT Sharing of items is not an endorsement of all content. @ColdCaseWeb

Gain insights by following the top traders in the world. Follow asset allocation in real-time. Analyze & select top perfomance to improve earnings. Visit us.

Stocks Social @eSocial_Stocks

2K Followers 3K Following Gain insights by following the top traders in the world. Follow asset allocation in real-time. Analyze & select top perfomance to improve earnings. Visit us.

We help Co. large & small (100 to 25k ees) run retirement plans so their employees will able to retire. (RK&Admin only - not RIA) #401k #retirement #pension #dc

NWPS @NWPSBenefits

514 Followers 2K Following We help Co. large & small (100 to 25k ees) run retirement plans so their employees will able to retire. (RK&Admin only - not RIA) #401k #retirement #pension #dc

CrowdTAngels @CrowdTAngels

16K Followers 67K Following

Michael Branham @branhamma

739 Followers 570 Following Father, husband, outdoors loving, Fee Only Financial Planner in Anchorage, AK and the Twin Cities metro area.

Enabling Financial Advisors to Grow their Business through World-Class Technology, UW - Eau Claire Grad, Packers/Bucks/Brewers Fan

Jyasi Corbett @Jyasi_Corbett

241 Followers 1K Following Enabling Financial Advisors to Grow their Business through World-Class Technology, UW - Eau Claire Grad, Packers/Bucks/Brewers Fan

Nilesh Narayan Bhise @nileshbhise32

37 Followers 383 Following Targeting goals

Intuitive & simple IFA back office software that helps firms to reduce costs, increase efficiency & provide an exceptional client experience. #ifasoftware #CRM,

Adviser Cloud @AdviserCloud

1K Followers 3K Following Intuitive & simple IFA back office software that helps firms to reduce costs, increase efficiency & provide an exceptional client experience. #ifasoftware #CRM,

Insurance Brokerage for Advisors | Risk Management #lifeinsurance #LTC #annuities #disabiltyinsurance #estateplanning #finserv

GBS Life Insurance @GBSLife

398 Followers 890 Following Insurance Brokerage for Advisors | Risk Management #lifeinsurance #LTC #annuities #disabiltyinsurance #estateplanning #finserv

Jim Holtzman @JamesHoltzman

372 Followers 2K Following CFP®, CPA, (inactive), CEO, President and Wealth Advisor with Legend Financial Advisors, Inc.®

RJFS Northeast @RJFSNortheast

84 Followers 103 Following Independent Contractor Division - Regional Management

Enabling financial professionals to help guide investors to achieve financial aspirations using world class technology,

Elliott Prado @EspPrado

138 Followers 545 Following Enabling financial professionals to help guide investors to achieve financial aspirations using world class technology,

Recruitment Consultant specialising in Microsoft Dynamics across Europe. I work tirelessly in order to create the perfect match between clients and candidates.

Lee Jones @LeeJ_ERP

82 Followers 811 Following Recruitment Consultant specialising in Microsoft Dynamics across Europe. I work tirelessly in order to create the perfect match between clients and candidates.

Four Star Wealth Advisors is a Registered Investment Advisor firm headquartered in Chicago, founded by Brian L. Kasal. Money & Wealth Management.

FourStar Wealth @FourStarWealth

215 Followers 294 Following Four Star Wealth Advisors is a Registered Investment Advisor firm headquartered in Chicago, founded by Brian L. Kasal. Money & Wealth Management.

Join us each week on the Financial Fitness Show where we are Turning Mind Power into Money - hosted by best-selling author Chip Cummings!

Financial Fitness! @FinancialShow

7K Followers 8K Following Join us each week on the Financial Fitness Show where we are Turning Mind Power into Money - hosted by best-selling author Chip Cummings!

Century Wealth Mgmt @CenturyWealth

463 Followers 2K Following We are a multi-family office in Memphis TN built from the ground up to serve the complex needs of HNW families.

Registered Rep Jobs @rrjobsca

192 Followers 639 Following Financial Services Jobs For Canadians

Lane Cox @LCox11HOU

60 Followers 1K Following

Peter @Peter2090

145 Followers 2K Following

Yuri Arcurs @yuriarcurs

7K Followers 98 Following World's top selling stock photographer! https://t.co/OV7NLo2Kqk https://t.co/PRPdQIKw6g https://t.co/G8fynIslQC

Bob Seymour, CFP @plannerone

17 Followers 184 Following Bio: http://t.co/pfY2PU6eqk Disclaimer: http://t.co/VHH4KrYANn

Horoscorpio @Horoscorpio

29 Followers 267 Following Founded by @jasonjowett and in Seed Stage, Horoscorpio requires Capital Investment.

A financial services company that specializes in finding well-researched private investment opportunities for financial advisors to provide to their clients.

Pinnacle EMD @PinnacleEMD

1K Followers 868 Following A financial services company that specializes in finding well-researched private investment opportunities for financial advisors to provide to their clients.

mpr4437 @mpr4437

201 Followers 1K Following

Ralph Broadwater @DocCFP

260 Followers 2K Following Surgeon, Financial Advisor

Post your job opening exactly where it needs to go. We analyze your job opening, choose the best job boards for it, and then do the posting for you.

JobUnlocker @jobunlocker

135 Followers 808 Following Post your job opening exactly where it needs to go. We analyze your job opening, choose the best job boards for it, and then do the posting for you.

Datasian @Datasian2

5 Followers 38 Following We provide quality data for marketing in Singapore, Malaysia, Thailand and many more countries in Asia.

Armstrong Attorneys @AKBAttorney

453 Followers 719 Following Armstrong Kellett Bartholow PLLC are #Dallas #Bankruptcy #Attorneys with over 50 years of combined #legal experience. Let us help you recover.

Jacky is a Singaporean published author of Social 'M' & blogger and speaker, who teaches modern marketing skills to CEOs and marketing students.

Jacky Tan ZQ @zqtan

29K Followers 34K Following Jacky is a Singaporean published author of Social 'M' & blogger and speaker, who teaches modern marketing skills to CEOs and marketing students.

AARP @AARP

138K Followers 1K Following AARP is leading a revolution in the way people view and live life after 50

Rebel with a cause. Financial Planning Coach & Mentor. On a mission to help change the world of financial advice, FOREVER: https://t.co/0otKkUWpJQ

Paul Armson @InspiredAdviser

3K Followers 56 Following Rebel with a cause. Financial Planning Coach & Mentor. On a mission to help change the world of financial advice, FOREVER: https://t.co/0otKkUWpJQ

The ultimate website for IFAs and the Financial Services community, providing lots of free resources. The vision is to be the first port of call for all.

Paul Landa @IFASuccess

2K Followers 2K Following The ultimate website for IFAs and the Financial Services community, providing lots of free resources. The vision is to be the first port of call for all.

Nick Reeve @nick_reeve

5K Followers 520 Following This account is now dormant and will probably get deleted soon. Try https://t.co/OEc4REkjvk instead.

Entrepreneur, wealth management expert, and financial advisor advocate. Husband and dad, aspiring golfer, and emerging wine collector.

John Furey @AdvisorGrowth

2K Followers 454 Following Entrepreneur, wealth management expert, and financial advisor advocate. Husband and dad, aspiring golfer, and emerging wine collector.

Damien Rylett @damienrylett

2K Followers 755 Following Business Coach. Pathway coach at Bristol Bears. Founder of @fptrainingacad. Failing & Learning daily 🦏

Rab Shields @RabShields

838 Followers 214 Following I am a Wealth Partner with True Potential Wealth Management. All tweets are my personal thoughts.

Entrepreneur | Financial Planner | Life & Business Coach. I enjoy helping people create & achieve their financial goals and lifestyle dreams.

Stuart Poonawala @stuartpoonawala

704 Followers 312 Following Entrepreneur | Financial Planner | Life & Business Coach. I enjoy helping people create & achieve their financial goals and lifestyle dreams.

Kevin Edwards @KevinEdwardsIFA

525 Followers 84 Following Chartered Financial Planner, Dad, YTS Runner!

Jonathan Dahl @DahlJonathan

1K Followers 385 Following VP Chief of Content, Korn Ferry; WSJ vet; good tennis player but not quite as good as I think I am

Kelly Greene @MKellyGreene

2K Followers 1K Following Mom x 2. Marathoner x 10. Best-selling author. Always looking for great stories about Wake Forest people.

🌊Morgan Paxhia @MorganPaxhia

4K Followers 446 Following Co-founder & MD @PoseidonInvest. Fish where the fish are and where the fishing boats don't even go.

The Associated Press @AP

15.8M Followers 6K Following Advancing the power of facts, globally 🌎

Brooke Salvini @BrookeSalvini

293 Followers 169 Following CPA/PFS, CFP Fee Only Hourly Personal Financial Planning

We provide bespoke business and compliance services to help advice firms meet FCA requirements. With added good practices included along the way. 👍🏻

Reality Compliance @RealityComply

756 Followers 673 Following We provide bespoke business and compliance services to help advice firms meet FCA requirements. With added good practices included along the way. 👍🏻

Joseph Hurley @529guru

1K Followers 103 Following Founder of Savingforcollege. com. Author of The Best Way to Save for College - A Complete Guide to 529 Plans.

Special offers, ideas for managing your financial life, and other updates from Citibank. Looking for customer service? Connect with @AskCiti

Citibank @Citibank

411K Followers 30K Following Special offers, ideas for managing your financial life, and other updates from Citibank. Looking for customer service? Connect with @AskCiti

Financial journalist specialising in pensions & investment, with solid PF biz and industrial knowledge. All views are my own. But then ALL my views are.

Pádraig Floyd @gogetemfloyd

4K Followers 1K Following Financial journalist specialising in pensions & investment, with solid PF biz and industrial knowledge. All views are my own. But then ALL my views are.

Russ Haworth - Family... @RussHaworth

3K Followers 3K Following Dad to two beautiful girls | Adviser to Family Businesses @FB_Partnership| Podcast Host @FamBizPodcast |

Tim Cestnick @TimCestnick

3K Followers 902 Following Author : Personal Finance Expert : Tax Specialist : Husband : Father : Hockey Dad : Canadian

Licensing, designations, CE, CPE and professional development for CPAS and banking, mortgage, financial services, insurance and accounting professionals.

Finance Training Ctr @FinanceTrainCtr

284 Followers 1K Following Licensing, designations, CE, CPE and professional development for CPAS and banking, mortgage, financial services, insurance and accounting professionals.

FTI Emerging Markets @FTI_emerging

61K Followers 3 Following Franklin Templeton’s hub for perspectives and insights on emerging markets. https://t.co/f1F81zsJLM

EARN Calgary is on July 15th.Ask questions, help each other, share what is or isn’t working for you, and learn how to 10x your business. #EARNyyc #yyc

EARN Events @EARNevents

7K Followers 7K Following EARN Calgary is on July 15th.Ask questions, help each other, share what is or isn’t working for you, and learn how to 10x your business. #EARNyyc #yyc

Angela J. White @50Plushealths

285K Followers 231K Following Expert in Herbal Medicine

PFS President @pfspresident

2K Followers 85 Following

I bring together financial advisers navigating changes, so they can build resilience, streamline operations and achieve exceptional client outcomes.

Philip Calvert @philipcalvert

8K Followers 7K Following I bring together financial advisers navigating changes, so they can build resilience, streamline operations and achieve exceptional client outcomes.

Financial Compass @Finan_Compass

347 Followers 277 Following Bring Your Future Into View. Helping you make smart decisions about your money.

Wealth Management Firm specializing in providing advanced tax planning and investment management for high net worth individuals and successful entrepeneurs.

Joe McCabe @Vestpointe

199 Followers 175 Following Wealth Management Firm specializing in providing advanced tax planning and investment management for high net worth individuals and successful entrepeneurs.

FPA Los Angeles @fpalosangeles

467 Followers 235 Following Financial Planning Association of Los Angeles

Bryan S. Jones @bryansjones

389 Followers 749 Following CPA, CVA, Certified Financial Planner, Conservative, Husband of 1, Father of 5, Backpacker and Home Improvement DIYer.

Chris Long, CFP @Fiduciary_Guy

419 Followers 100 Following Fee-Only Fiduciary Financial Advisor

Retirement adviser. Chartered & Certified Financial Planner. Registered Life Planner. Personal Change Coach. Author & host of The Retirement Café podcast

Justin King CFP® @JustinKingCFP

2K Followers 2K Following Retirement adviser. Chartered & Certified Financial Planner. Registered Life Planner. Personal Change Coach. Author & host of The Retirement Café podcast

David M. Compere @davecompere

97 Followers 51 Following

Investments & Retirement Planning. Bespoke personal service. Calgary Flames & England Cricket. Love music, gaming & my family! Ex Army.

Jim Howard @JimHoward_Kudos

737 Followers 79 Following Investments & Retirement Planning. Bespoke personal service. Calgary Flames & England Cricket. Love music, gaming & my family! Ex Army.

A. Sean Bailey, CFP® @BaileyWealth

102 Followers 113 Following Securities offered through LPL Financial, Member FINRA/SIPC. https://t.co/Ewb0ZEwlcR, https://t.co/0ZqgzC0sI8

Director of Mutual Fund Research, head of Morningstar Analyst Rating committees. Retweets and likes are not endorsements. disclosure: https://t.co/259LT0mkaK

Russ Kinnel @RussKinnel

4K Followers 672 Following Director of Mutual Fund Research, head of Morningstar Analyst Rating committees. Retweets and likes are not endorsements. disclosure: https://t.co/259LT0mkaK

Malcolm Steel @malcolmsteel

807 Followers 314 Following Proud son, father of two, keen runner and music lover.

Now part of InvestCloud Inc., the world’s leading SaaS-based global wealth solutions provider. Follow @InvestCloud to stay up to date.

NaviPlan by InvestClo... @NaviPlan

3K Followers 2K Following Now part of InvestCloud Inc., the world’s leading SaaS-based global wealth solutions provider. Follow @InvestCloud to stay up to date.