367 Followers 4K FollowingOne nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
182 Followers 3K FollowingChief Market Strategist at @CarsonGroupLLC , for the perfect BBQ and host to the Facts vs Feelings podcast Advisory services through CWM, LLC, RIA
196K Followers 1K FollowingChief Market Strategist at @CarsonGroupLLC
🔎 for the perfect BBQ and host to the Facts vs Feelings podcast
Manage more than $5 billion for clients
361K Followers 988 Following#CFAInstitute delivering the highest standards of excellence, ethics and education in the investment industry. CFA® is a registered trademark of CFA Institute.
9.8M Followers 104 FollowingThe first word in business news. Singapore newsletter: https://t.co/RtyaUOdLdF Newsletters: https://t.co/nWaCxHSKuU Podcasts: https://t.co/096e9xMbPz
769K Followers 1K FollowingRene M Kern Prof at Wharton. Allianz Advisor. Gramercy Chair. Chair of UnderArmour Board. Former Pimco CEO/co-CIO and President of Queens' College Cambridge
5K Followers 107 FollowingFor RIAs who want better outcomes, lower fees, and more time to do the real work of helping clients.
Altruist Financial LLC, Member FINRA/SIPC
9K Followers 764 FollowingXYPN supports #advisors who want to start, run, and grow their own #RIA and serve #GenX and #GenY clients. Founded by @R_Alan_Moore and @MichaelKitces
14K Followers 418 FollowingRIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
550K Followers 415 FollowingNew York Comedienne. New hour special "Out To Lunch" on the Youtubes now!! My pod: "Tuesdays with Stories” or “We Might be Drunk” Link 👇👇 Praise Allah!
2K Followers 3K FollowingElements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
793 Followers 417 FollowingAdvicePay is the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning.
133K Followers 199 FollowingAustin-based comedy podcast, TV, and film studio founded by comedians Tom Segura & Christina P. Unhinged, unfiltered, and unapologetically funny. 👖
32K Followers 587 FollowingChief 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
13K Followers 7K FollowingWriter-editor and chartered financial analyst (CFA) who helps financial professionals increase the impact of their writing on clients and prospects.
32K Followers 465 FollowingThe Financial Planning Association® (FPA®) is the leading membership organization for CFP® professionals and those engaged in #financialplanning
236K Followers 2K FollowingInvesting columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
7K Followers 1K FollowingChief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
93K Followers 461 FollowingOne nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog