Blueleaf Advisor @blueleafadvisor
We make advisors look good. Try our simple, scalable #ClientEngagement platform today. You'll grow faster & serve far more clients, automatically. blueleaf.com/advisor Boston, MA Joined January 2011-
Tweets10K
-
Followers2K
-
Following985
-
Likes571
Revisiting an insightful episode from our Augmented Advisor podcast, with H. Adam Holt, CFP®, ChFC® of AssetMap. Adam is super insightful on client experience and lots more.
0
0
1
63
1
Download Video
When building something innovative, you have to give yourself the space to be wrong! Listen to more in this podcast episode: bit.ly/418CaXa
Couldn't believe it when I got this. As a founder I got a little choked up. A customer put their grandchild in BL gear!
A riff on aggregation after #t32024 from a 30-veteran advisor. A simple takeaway. But the old guard may not like it.
Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Tina Powell @tinacpowell
5K Followers 4K Following Mom, Marketer, TEDx Speaker, Chief of Community @intention_ly 🎙️ Host, In The Suite 🫁 Courageously thriving with Stage 4 #LungCancer #EGFR
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Jude Boudreaux CFP® @HJudeBoudreaux
8K Followers 3K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Orion WealthTech @orionwealthtech
8K Followers 2K Following Power your growth and scale your business with Orion’s fully connected technology and investment solutions. https://t.co/wePQyBzEUZ
Brian McLaughlin @redtailtech
3K Followers 2K Following Board Member and Former President of @OrionWealthTech, Former CEO at @RedtailCRM
Andy Martin @Dollarlogic
9K Followers 4K Following Author: Dollarlogic, Markets/Economy. Articles: https://t.co/oA3Drt0XzT ≠ investment advice DollarlogicCharts 📊 #jazz 🥁 🇺🇲 🇮🇱 🇮🇹
Diana Britton @Diana_Britton
7K Followers 3K Following Managing Editor, https://t.co/v0JKpuma0Z Host of The Healthy Advisor, a podcast about advisors' personal wellbeing and healing
Charesse Spiller @CharesseSpiller
591 Followers 864 Following Founder of @getlevelbest | Transitioning off Twitter – catch me on LinkedIn for all my latest updates! https://t.co/BdApiHZ2hh
Tim Welsh @NexusStrategy
5K Followers 2K Following President and CEO at Nexus Strategy - strategic consulting firm to the wealth management industry
Ryan Shanks @ryanshanks
24K Followers 7K Following Chief Growth Officer of @ApollonWealth | Proud Father | Platform Tennis Addict | 🤘🏼 #Inspire #Empower #Lead #WealthManagement #Fintwit #HookEm
ThinkAdvisor @ThinkAdvisor
43K Followers 1K Following Providing financial advisors with the insights, trends and tools they need to lead clients — and the industry — forward.
Eric Toya, CFP® @erictoya
2K Followers 2K Following Redondo Beach based Certified Financial Planner™ at @Navigoe, dog dad, human dad.
Joe Anthony ~ Financi... @joeanthony
3K Followers 4K Following President @GregoryFCA helping finserv brands grow their marketplace visibility through PR, digital marketing, social media, savvy content, etc.
Matt Ackermann @acketyack
4K Followers 2K Following Dad, husband, coach. Chief content officer at Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/l1QBcj5heH https://t.co/H1MUdL3Grd
Redtail Technology @RedtailCRM
6K Followers 972 Following Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail
Potomac @PotomacOfficial
923 Followers 797 Following Investment strategies and solutions for financial advisors. Built to conquer risk. Disclosures and more here: https://t.co/ASa1PwvXUu
T3 Technology Tools @t3techhub
4K Followers 2K Following The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.
EmilyGissing @Xq55f75X1AIp5
1 Followers 227 Following
DawnTommy @8xWG80GKne0D9
2 Followers 386 Following
CandiceRobeson @3bNYX0S0LisOgn7
4 Followers 690 Following
CherylBell @UBL70FX1d5scLK
26 Followers 2K Following
Orlouuimal @Orlouuimal6045
28 Followers 1K Following
FibLevelsPro🇺🇸 @Cralvir34999
46 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
QuantSignals🇺🇸 @Jevag2204
38 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Epoowe @Epoowe358068
31 Followers 2K Following
Charity Koss @CharityKos42620
28 Followers 2K Following
Imelda Crooks @ICrooks33649
20 Followers 2K Following
Sofia Bellini @sofiabellini35
81 Followers 156 Following Aesthetic Clinic Owner | Skin & Self‑Love Advocate Sharing insights on beauty, health & confidence Here to connect, learn & grow
Roonoog @Roonoog5888
24 Followers 1K Following
Ada Oberbrunner @AOberbrunn88434
63 Followers 4K Following
Callista Reed @CallistaReedd
130 Followers 5K Following Designer 🌟 Making Your Personal Brand Look as Good as You Actually Are
BMVMercados @PriscillaW46034
6 Followers 215 Following Únete a nuestra comunidad de inversionistas exitosos, recibe nuestro análisis exclusivo y aumenta tus retornos. Enlace Unirse ↓↓↓↓↓
Tonishash @TonishashNLXkB
41 Followers 1K Following
PaulaJasper @T3d4D13NsNDJML
77 Followers 7K Following
WinifredCarrie @qwy4wBpZ1Bdc814
63 Followers 7K Following
Sisearsmored @SisearsmoredOE
59 Followers 5K Following
ZoeBarrett @2z4DZmtboB7l97F
59 Followers 7K Following
Roysmey @Roysmey5iK
42 Followers 4K Following
Forever @Forever1854523
49 Followers 4K Following
McPhodee @McPhodeeIUc4
58 Followers 4K Following
Philbert @kishikanae68072
42 Followers 4K Following
Diorea @Diorea9c98JDz
34 Followers 4K Following
br41ndr0p (e/acc) @Br41ndr0p
369 Followers 4K Following Cog/Comp/Data Sci📚🎓, AI/ML🧠, CI/CD🔄, *Sec🛡️🔍, Futurism, BioHacking💊, H+🧬, Robots🤖,♻️, Magic🪄, NatCap, e/acc, ∞/acc, 50 yrs old. ⚙️🗝️
HoneyAdolph @421KIqS5Rphd1
22 Followers 3K Following
Chuck Ragland @chuckragland
193 Followers 945 Following
GemmaHelina @7Qnga166GLR4I5
13 Followers 1K Following
KayBryan @YfcJ097Z275fjg
7 Followers 562 Following
KizzyHey @KizzyHey52329
77 Followers 2K Following
Hetosus @hetosus36545
26 Followers 1K Following
Dominic Jenkins, CFP @dominic33888
128 Followers 469 Following We've helped close to 100 advisors find their ideal CPA referral partner. Chief Facilitator of Partnerships
Jeff Morgan @finadvisortech
1 Followers 69 Following
M Arif @MArif3447811848
40 Followers 385 Following
FutureVault @FutureVault
980 Followers 4K Following AI-Powered Digital Vaults and Intelligent Document Processing for Financial Institutions and Wealth Management Enterprises.
Toughshith @toughshith5862
96 Followers 3K Following
David Lee Berkowitz @ValueAligned
3K Followers 1K Following Founder & Chief Investment Officer of ValueAligned Partners. Investing in companies that generate real, economic profits. RTs ≠ endorsements
Amy @kuykendall_amy6
287 Followers 3K Following
Suthoar @suthoar42618
18 Followers 734 Following
David McClean @sdrsystemsgroup
913 Followers 3K Following CEO & Founder at SDR Systems Group a GTM Agency
Anon, CFP® @TheAnonCFP
151 Followers 474 Following CFP® professional at a large, fee-only wealth management firm. A balanced mix of investment thoughts and memes. I help people feel better about their money.
Lindsay Lingo @lindsaylingo
98 Followers 370 Following
Chuck Rose, CIMA®, C... @charlesrosejr
575 Followers 2K Following Financial Planner to business owners, individuals and families. Car enthusiast, and prefer being outside to inside. 🇺🇸
Somali Daily Post @somalidailypost
156 Followers 1K Following The Somali Daily Post is the independent media house in Somalia ,East and Central Africa with operations in media broadcast and digital matters.
MichaelKitces @MichaelKitces
93K Followers 462 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
Jeff Levine, CPA/PFS,... @CPAPlanner
32K Followers 589 Following Chief Planning Officer, Focus Partners | Prof of Practice in Tax, The American College | Lead Fin Plan Nerd, https://t.co/PQnTgtrk2b | Dad x3 + husband | Opinions are my own
Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Carl Richards @behaviorgap
55K Followers 680 Following Pay attention to money and your relationship with it will change.
Tina Powell @tinacpowell
5K Followers 4K Following Mom, Marketer, TEDx Speaker, Chief of Community @intention_ly 🎙️ Host, In The Suite 🫁 Courageously thriving with Stage 4 #LungCancer #EGFR
Aaron Klein 🇺🇸 @AaronKlein
20K Followers 294 Following Founder @ContioAI. Husband to 1, dad to 3. Striving to live Isaiah 1:17. Love Idaho. Founded Riskalyze back in 2011. Now on a mission to kill broken meetings.
Carolyn McClanahan @CarolynMcC
17K Followers 3K Following Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @Investopedia @Forbes
WealthManagement.com @wealth_mgmt
59K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Rick Ferri, CFA @Rick_Ferri
30K Followers 614 Following "Bogleheads on Investing” podcast host; advice-only financial adviser; authored six books on index funds, ETFs & asset allocation; retired Marine fighter pilot.
Brendan Frazier @jbrendanfrazier
7K 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
Jamie Hopkins @RetirementRisks
13K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
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
Meb Faber @MebFaber
135K Followers 3K Following Founder:@cambriafunds,@theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV Email: mf@cambriainvestments
Cullen Roche @cullenroche
97K Followers 2K Following Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of DSCF 💰| Defined Duration Investing ⌛| Board at Cambria ETFs 💸
Jude Boudreaux CFP® @HJudeBoudreaux
8K Followers 3K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Orion WealthTech @orionwealthtech
8K Followers 2K Following Power your growth and scale your business with Orion’s fully connected technology and investment solutions. https://t.co/wePQyBzEUZ
Brian McLaughlin @redtailtech
3K Followers 2K Following Board Member and Former President of @OrionWealthTech, Former CEO at @RedtailCRM
Angie Herbers @AngieHerbers
3K Followers 673 Following Managing Partner @herbersco | Named Top Women Consulting Executive in 2023 | Share latest research, inspiration, and spread joy.
Andy Martin @Dollarlogic
9K Followers 4K Following Author: Dollarlogic, Markets/Economy. Articles: https://t.co/oA3Drt0XzT ≠ investment advice DollarlogicCharts 📊 #jazz 🥁 🇺🇲 🇮🇱 🇮🇹
SocialPilot @socialpilot_co
74K Followers 4K Following SocialPilot is a powerful social media suite for agencies, SMBs, & multi-location brands. Streamlined scheduling, powerful analytics & easy collaboration.
roryshenry @roryshenry
268 Followers 441 Following Passionate about UCLA, Wealth Management, Accounting, Behavioral Finance, Technology, & Improv. CFP® - Tweets don't represent the opinions of AFO. Not Advice
AFO|Wealth Management... @WealthManagem19
218 Followers 982 Following We help CPAs build a custom brand, drive qualified traffic via data-driven digital marketing & execute wealth management growth strategies. DM us to find out.
Asset-Map @AssetMapLLC
3K Followers 4K Following The financial picture that’s worth a thousand decisions.
Asset-Map Leadership @asset_map
720 Followers 326 Following Visualize the facts. Discuss what matters.
Justin L. Mack @justinlmack
4K Followers 2K Following Reporter for Axios Indianapolis. Formerly @finplan, @indystar @jconline @usatoday network ~ FGC jobber and pro wrestling lover ~ CLE native, Boilermaker4Life
FusionIQ @FusionIQOne
213 Followers 539 Following Our award-winning cloud native wealth management platform makes it easy for banks, credit unions, IBDs, RIAs and wallet providers to be digital wealth leaders.
Vanilla @getvanilla
300 Followers 201 Following Vanilla is an estate planning platform that enables advisors and attorneys to unlock new value for clients. #WealthManagement, #EstatePlanning
OpenAI @OpenAI
4.3M Followers 3 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6Lg202
Ficomm Partners @FicommPartners
2K Followers 1K Following We’re the embedded growth partner for results-focused #RIAs, #wealthmanagement platforms, #assetmanagers, and #wealthtechs. https://t.co/CCdUic3qFY
Docupace @docupacetech
38 Followers 55 Following Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.
Insight Advisors @Insight_Advisor
5 Followers 51 Following For advisory services, please visit our website http://t.co/ANa3qMvc0R. For disclosure information please visit http://t.co/ANa3qMvc0R.
Park + Elm Investment... @PEAdvisers
10 Followers 11 Following We aim to provide the best investment experience through practical investing and saving techniques. *Tweets not advice* Disclosure @ https://t.co/oipgLqd8Xh
Level 5 Financial @Level5Financial
18 Followers 20 Following A virtual financial planning, coaching, and registered investment advisor firm.
RubinWA @RubinWA
179 Followers 220 Following Empowering American Patriots. RWA is a politically conservative investment advisory for politically conservative investors.
Lifeworks Advisors @Lifeworks_RIA
89 Followers 8 Following We are an RIA and technology firm building the future of advice.
Montini&Co Tax @MontiniTax
32 Followers 10 Following https://t.co/0YbnmDvWkF Learn more about retirement planning, tax preparation and wealth management services that we offer!
Marc T. McLean, CFP®... @Marc_McLean
10 Followers 27 Following CERTIFIED FINANCIAL PLANNER™ professional, Financial Advisor & Investment Manager
HaydenRockFinancial @HaydenRockFinan
30 Followers 105 Following Financial services firm that helps clients transition to a life of long-term financial independence. Smart Planning. Better Living. #HaydenRockYourRetirement
Arkenstone Financial @ArkfiAdvisors
411 Followers 85 Following Unique Investment Solutions Designed for You
Lance Roberts @LanceRoberts
97K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
SteveNetzel @NetzelFinancial
4 Followers 2 Following
Overlook Park Wealth @OverlookPWealth
2 Followers 2 Following Leading financial stewards using a 3-step approach: Seek. Plan. Do.
Matthew V. Pixa, CFP�... @PortfolioGuide
1K Followers 2K Following Registered Investment Advisor providing personal wealth management & customized investment guidance. Unwavering Ethics Superior Discipline Unsurpassed Value
Bright Road Wealth @BrightRoadWM
14 Followers 29 Following We are a full-service wealth management firm dedicated to providing comprehensive financial planning and investment management services to our clients.
Navigo Wealth @NavigoWealth
17 Followers 9 Following We are Wealth Management Advisors for Those Seeking Peace of Mind.
LIVE WELLthy™ w/Daw... @dawndahlby
131 Followers 761 Following Author of LIVE WELLthy™ | CEO at Relevé Financial | CFP® BFA |Keynote Speaker | Helping you unlock YOUR financial success story!
Brian Pinkston, CFA @bpinkston96
116 Followers 75 Following President and Founder, Bright Road Wealth Management, an independent Registered Investment Advisor (RIA).
Kelly Olczak @kelly_olczak
30 Followers 89 Following Kelly is the co-Founder and Managing Partner of LynnLeigh & Company, a 100% Woman-Owned SEC registered investment firm.
Joel Huet @huet_joel
8 Followers 18 Following
Mark Cawyer @markcawyer
128 Followers 421 Following Managing Principal of Navigo Wealth Management. Jesus, family, animals, capitalism, market and economic history, market bubbles/crashes, ACU, UT
Jason Henrichs @jasonhenrichs
5K Followers 2K Following FinTech entrepreneur, community builder, gender equality advocate, learner & listener, angel investor. Why walk when you can run?
Shabana Nathoo, CFP®... @shabana_nathoo
218 Followers 204 Following Certified Financial Planner(R) Certified Divorce Financial Analyst(R) Principal @NavigoWealth, CFP(R) program instructor: Retirement Planning @riceprofdev
Betterment Advisor So... @Better4Advisors
2K Followers 210 Following Betterment Advisor Solutions is a leading, all-in-one custodial platform for independent RIAs.
Breaking Banks @Breakingbanks1
12K Followers 2K Following #BreakingBanks is the #1 Global #Fintech Podcast and Radio Show | New Episodes Thursdays | From Provoke Media: @provokecast
eMoney Advisor @eMoneyAdvisor
14K Followers 6K Following eMoney is the leading provider of technology solutions and services that help people talk about money.
Echo Huang, CFA, CPA @EchoHuangCFP
1K Followers 2K Following Portfolio Management | Personal Financial Planning | Retirement & Tax Planning | Specializing in Women & Money | Author
Jeff Bloedorn @JPBloedorn
154 Followers 339 Following Applying technology solutions and services to the trust and wealth management industry
Misty Lynch, CFP® @misty_lynch22
1K Followers 2K Following Boston CFP® Professional • Author • Host of Heartbroke and Demystifying Money podcast • Tweets are not advice
Hannah Moore, CFP® @thehannahjmoore
4K Followers 774 Following 🧮 Number loving creative 💝 Financial Planning Evangelist 🚀 Changing the way people think and talk about money
Fiserv @Fiserv
26K Followers 1K Following Fiserv is a global leader in fintech and payments. We help thousands of financial institutions and millions of people and businesses move money with ease.
Ryan W. Neal @ryanWneal
4K Followers 819 Following
Susan Bradley | Sudde... @SuddenMoney
2K Followers 768 Following Founder of The Sudden Money® Institute. We specialize in training Financial Advisors and other professionals in Financial Transitions Planning. #suddenmoney
Luis F. Rosa, CFP®EA @luis_f_rosa
2K Followers 765 Following I Help First Gen High Earners & Retirees Build & Grow Wealth | Host @BBFF_podcast | FinEd/FinTech Brand Partner | Public Speaker
Ashby Daniels @JAshbyDaniels
970 Followers 146 Following Writer | Permanent Owner of Equities & Long-Term Optimist | Golfer | Tweets Not Advice
Michael Kelly, CFA, C... @The_MikeKelly
1K Followers 348 Following Financial planner focused on Tech Professionals - Fractional Execs - Equity Compensation | Partner @ Reach Strategic Wealth | tweets ≠ advice
Trends for United States
25,9 B posts
60,3 B posts
47,5 B posts
5.619 posts
31 B posts
5.210 posts
65,7 B posts
8.481 posts
7.161 posts
36,7 B posts
32,6 B posts
7.427 posts
29,9 B posts
2.883 posts
27,3 B posts
1.902 posts
6.929 posts
8.805 posts
43,5 B posts
2.895 posts
You might like
Envestnet | MoneyGuid...
@MoneyGuidePro
6K Followers
RIABiz
@RIABiz
14K Followers
Ficomm Partners
@FicommPartners
2K Followers
Orion WealthTech
@orionwealthtech
8K Followers
Envestnet | Tamarac
@ENVTamarac
2K Followers
Wealthbox CRM
@Wealthbox
5K Followers
Blano
@blano
2K Followers
Marie Swift
@marieswift
8K Followers
Mindy Diamond
@MindyDiamond
2K Followers
ClientWise
@ClientWise
2K Followers
Jason Bishara
@Jason_Bishara
2K Followers
Ron A. Rhoades, JD, C...
@280lmtd
3K Followers