Mark Forman @variableannuity
Husband and father of two boys. Opinions are my own. Louisville, KY Joined January 2018-
Tweets668
-
Followers344
-
Following826
-
Likes709
✨NEWS: PEOPLE MOVES✨ @intention_ly announced that industry veteran @variableannuity has joined the firm as client strategy director as part of Intention.ly’s Outsourced Chief Marketing Officer service offering. businesswire.com/news/home/2024…
Extremely excited to announce I've joined the team at @intention_ly! Also, I changed my headshot on LinkedIn. It's been a while. Needed an update. businesswire.com/news/home/2024…
Saving for retirement can be an emotional experience. Join @FinkeonFinance on Wedensday, July 26 at 2PM ET to learn the science behind emotional investing. Register now: edu.retireone.com/FinkeBehaviora… #webinar #retirementplanning #retirement #economics
Join Linda Willis of CMA Consulting, business development expert Susan Danzig, and financial advisor Arthur Ambarik on Thursday, July 13 at 2PM ET. Register now: lnkd.in/ej6X6iFq #financialplanning #valuation #successionplanning #webinar
Looking forward to cracking both of these over the holiday.
GM #fintwit! I’ve got BIG NEWS this morning. 🚨 We have officially launched PRess Play: The StreetCred Podcast! 😱😍 Tap into our first episode, where I dive deep with @JasonLahita and @jimmymoock about the story of @StreetCred_PR. 🎧👀⤵️ open.spotify.com/episode/2OmNCy…
"Using an emerging set of insurance solutions known as contingent deferred annuities, financial advisors can now “wrap” their preferred portfolio allocations in a way that meaningfully complements their retirement clients’ safe withdrawal strategies, according to a new white…
Join RetireOne’s Mark Forman and Steve Hamilton of Nationwide on Wednesday, June 28 at 2PM ET to learn how RIAs may navigate the nuances of annuity contracts to avoid costly and avoidable mistakes. Register now: edu.retireone.com/avoidingcommon… #webinar #annuities #insurance
📊NEWS: STUDY📊 @RetireOne partners with Michelle Richter-Gordon on new research that evaluates the value of wrapping risk in client portfolios with a CDA. businesswire.com/news/home/2023…
CMO of @RetireOne, @variableannuity, gives his give take on what he learned at Jolt as a B2B marketer. #JoltConference
We had SO much fun at #JoltConference last week! 🎉 It was an incredible opportunity to hear from some of the brightest minds in the industry while learning new strategies to boost your marketing tactics. We already can't wait until next year! ✌️
Fantastic power panel happening now at #JoltConference featuring @variableannuity @DasarteYarnway @SamanthaTwenty and @SeekingDelta about how to leverage webinars for advisory businesses… 🚀⚡️
🤝NEWS: PARTNERSHIP🤝 @RetireOne partners with Pension & Wealth Management Advisors on a program to help clients protect income in retirement, adding a new dimension to Pension & Wealth Management Advisors’ risk management approach. businesswire.com/news/home/2023…
Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors' Needs Read the press release: prn.to/3FB1oUM #retirementplanning #retirementincome #CDA #annuities #insurance #pressrelease @WealthcareWay
Latest for @RIABiz, a nice everything roundup to start the month. riabiz.com/a/2022/12/3/ri… #fintwit #ria #fintech
We are so proud to announce that Emma Smith, a veteran financial communications pro, has joined @StreetCred_PR as our Executive Vice President. Her depth of knowledge and PR skill will drive us to be our best as we continue to grow & evolve as an agency. businesswire.com/news/home/2022…
How do advisors feel about the LIFE Act? Learn more in the 2022 Protected Accumulation + Retirement Income Survey by RetireOne and @MidlandNatl. bit.ly/3TgYd9F #retirement #annuities #survey #legislation
Hanging in the California sun at the #WorldsFirstWealthFestival with the one and only @variableannuity of @RetireOne at @FutureProofAC! #FutureProofAC @elenaspeaking @Meg_McNichol21 🌴❤️🔥
'@FinkeonFinance outlines how longevity continues to improve for Americans, leaving the onus on advisors to ensure their clients don’t outlive their retirement savings.' #401k #retirementplanning @401kbrian @RetireOne 4o1k.co/3wAXfLD
StreetCred PR @StreetCred_PR
1K Followers 778 Following Financial Services meets Credibility Marketing. #PR is a contact sport - raise your communications game by adding our talents to your team and play to win.
Jay Coulter, CFP® & ... @sjaycoulter
30K Followers 12K Following CEO @ Titleist Asset Management | 🎙️ @resilientadvsr Show | "No price is too high for the privilege of owning yourself" - Friedrich Nietzsche
Alexandra Zendrian @azendrian
1K Followers 3K Following PR and writing hands to several. Comments my own; RTs not endorsements.
Helen Yang, CFA @AndesWealth
826 Followers 330 Following FinTech Entrepreneur. Winner of prestigious Harry Markowitz Award. Community leader.
Tommy Warburton @tommywarb
863 Followers 2K Following Account Supervisor @StreetCred_PR Let's Go!!!!
Andree Mohr @amohr_24
346 Followers 226 Following A few of my favorite things: football, pizza & Peloton Securities offered through LPL Financial, Member SIPC https://t.co/GiBzTtjCqQ.
Citywire RIA @CitywireRIA
4K Followers 2K Following Breaking news, analysis & insights for RIAs in the U.S.
Diana Cabrices @dianacabrices
2K Followers 1K Following chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @trustandwill • community @theadvisorgc
Courtney McQuade @CourtMcQuade
4K Followers 3K Following Head of Digital @MarketsGrp | Buffalo Wings Pro | #WomenInFinance | @SoulCycle enthusiast | @Yankee Fan
Integrated Partners @Integrated4FAs
961 Followers 529 Following Advisors - you have your clients' backs. Who has yours? Join us. Let's talk! Securities offered through LPL Financial, Member FINRA/SIPC, https://t.co/17C89ynmA1 & https://t.co/ByaEosqmwH
Sheryl Hickerson 🙋... @BionicSocialite
9K Followers 5K Following CEO & Founder of @FemalesNFinance - a 5000+ #FinServ Network | Wife to Darrell | Mom to 5 | Grandma to 14 | I love Miss Mable the Aussiedoodle 💕
RetireOne ☝️ @RetireOne
339 Followers 626 Following We share articles and media relevant to financial professionals. They may not reflect the opinions of RetireOne. As such, likes and shares are not endorsements.
EvangelineHabakkuk @SXnbt9w0t71Et
0 Followers 308 Following
Shorshough @ShorshoughLfIi
28 Followers 2K Following In this life, the luckiest thing is to be close to you, but the most regrettable thing is not to be able to walk into your heart
DeltaDivergence🇺�... @Giete217
33 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
Horeqaw @Horeqaw42887
20 Followers 2K Following
Oofirfor @Oofirfor5385
36 Followers 2K Following
Nicola Cruickshank @NicolaCrui42676
39 Followers 2K Following
Caleigh Klein @KleinCalei58901
37 Followers 2K Following
Naujem @Naujem9985
18 Followers 855 Following
Muriel Hartmann @hartmann40829
21 Followers 2K Following
Alisha Hessel @AlishaHess70293
36 Followers 2K Following
Alex Rolfson @RolfsonAle61233
20 Followers 2K Following
Allie Bartoletti @AllieBarto1342
77 Followers 3K Following
Tolaresh @TolareshU4Q
60 Followers 1K Following
Alison @iyomasaaya78410
82 Followers 7K Following
Lily @obuchikiku63811
76 Followers 7K Following
Wade Pfau @wedepfau
135 Followers 2K Following Founder of https://t.co/W6io3oKp1n&https://t.co/vGlwPivVJa,Author of Retirement planning Guidebook,Professor at The American College,Host of Retire with style
Wade Pfau @wadePfeu
73 Followers 1K Following Founder of https://t.co/j5N7lRs0uu&https://t.co/3yt2oHcIDN,Author of Retirement planning Guidebook,Professor at The American College,Host of Retire with style
Sesharez @Sesharez_JG4
35 Followers 3K Following
VickyMarlowe @37U7hI51Avs9mO
83 Followers 7K Following
Peathew @Peathewlfy
49 Followers 4K Following
Smoalot @Smoalot12696
58 Followers 5K Following
LemonKrismile @KrismileLe43805
47 Followers 4K Following
Kendrick @koiwaichie68733
98 Followers 7K Following
Bblythe @abumitomie91473
21 Followers 2K Following
Stefan @yaereiko47457
80 Followers 7K Following
Emma Dumont @2U09bORzGx8g5E
21 Followers 2K Following
AdelaConan @O6YnrbbogbMv7Tl
66 Followers 5K Following
Nathan @chibashino47138
79 Followers 7K Following
Shopath @shopath45075
87 Followers 7K Following A strong woman is one who is determined to do what others are determined not to do.
Aaron Connell @themoneynudge
656 Followers 5K Following Owner of One Brick Planning & Consulting. Catch my musings at the Money Nudge Blog. I tweet about #Entrepreneurship and #FinancialFreedom.
Sootyez @sootyez1787
125 Followers 3K Following Nguyện anh thành một người yêu và ghét phân cho rõ , Cũng đừng để ý đến những người đối xử tệ với mình
Plootus @WearePlootus
674 Followers 2K Following 401k simplified. No exorbitant fees. Plan | Invest | Save | Enjoy your Retirement with Plootus! Available on both Apple & Android
Stoupsey @stoupsey44261
23 Followers 1K Following
Beth @Beth_Rubinoff
233 Followers 506 Following The Beth Time Ever | Business Development at @wealth_mgmt
Beth Owen @Beth_cdOwen
26 Followers 672 Following Found different beauties from all US states 😘 Ready for private meetings Nudes in profile! Watching this https://t.co/q7YerGFTC2
Intention.ly @intention_ly
338 Followers 170 Following Finserv’s go-to growth consultancy and marketing agency. Firms come to us to help them break through the noise and reach their goals.
Catherine @catherinecarr47
318 Followers 3K Following
全球，日韩 @5v4RZ06Y82enO
11 Followers 556 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Daniel Natale @DanielNatale
1K Followers 2K Following Digital marketing leader. Passionate about high-performing teams & driving growth.
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
RIABiz @RIABiz
14K Followers 416 Following RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
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.
MarketCounsel @MarketCounsel
2K Followers 242 Following MarketCounsel Inside Information Feed. Food for clients, industry press, trusted partners and others that really dig us. By the way, the feeling is mutual.
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
StreetCred PR @StreetCred_PR
1K Followers 778 Following Financial Services meets Credibility Marketing. #PR is a contact sport - raise your communications game by adding our talents to your team and play to win.
Jay Coulter, CFP® & ... @sjaycoulter
30K Followers 12K Following CEO @ Titleist Asset Management | 🎙️ @resilientadvsr Show | "No price is too high for the privilege of owning yourself" - Friedrich Nietzsche
Alexandra Zendrian @azendrian
1K Followers 3K Following PR and writing hands to several. Comments my own; RTs not endorsements.
Helen Yang, CFA @AndesWealth
826 Followers 330 Following FinTech Entrepreneur. Winner of prestigious Harry Markowitz Award. Community leader.
Tommy Warburton @tommywarb
863 Followers 2K Following Account Supervisor @StreetCred_PR Let's Go!!!!
Andree Mohr @amohr_24
346 Followers 226 Following A few of my favorite things: football, pizza & Peloton Securities offered through LPL Financial, Member SIPC https://t.co/GiBzTtjCqQ.
Financial Planning @finplan
80K Followers 1K Following News, analysis, insights and data for financial advisors
Citywire RIA @CitywireRIA
4K Followers 2K Following Breaking news, analysis & insights for RIAs in the U.S.
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
PENNY PHILLIPS @ThrivosLLC
7K 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-American
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!
Diana Cabrices @dianacabrices
2K Followers 1K Following chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @trustandwill • community @theadvisorgc
Angie Herbers @AngieHerbers
3K Followers 673 Following Managing Partner @herbersco | Named Top Women Consulting Executive in 2023 | Share latest research, inspiration, and spread joy.
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO and Founder of @TurnqeyLabs • President and Founder @401Financial
Louisville Baseball @LouisvilleBSB
109K Followers 269 Following The official baseball account of Louisville Athletics. Six-time NCAA Men's College World Series participant. #L1C4
Asset-Map @AssetMapLLC
3K Followers 4K Following The financial picture that’s worth a thousand decisions.
Optifino @OptifinoLife
59 Followers 36 Following We help people minimize tax liabilities and secure more wealth with high end life insurance portfolios. Registered Representative of The Leaders Group, Inc.
Mike Rutherford @CardChronicle
83K Followers 1K Following Manager of https://t.co/qm4L5sfUY2, host of "The Mike Rutherford Show," CBB @SBNation, author of "100 Things Louisville Fans Should Know." [email protected].
Helios @heliosdriven
513 Followers 28 Following We help Financial Advisors grow, save time, and scale their services. 📈 Insourced CIO https://t.co/Yoo9SH4yrl
Beth @Beth_Rubinoff
233 Followers 506 Following The Beth Time Ever | Business Development at @wealth_mgmt
@shapingwealth @shapingwealth
1K Followers 13 Following The leading learning & development platform for human-first financial guidance. Our vision: Funded contentment for everyone.
Daniel Natale @DanielNatale
1K Followers 2K Following Digital marketing leader. Passionate about high-performing teams & driving growth.
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too
Emma Smith @EmmaCurean
160 Followers 354 Following Partner @StreetCred_PR. Dual citizen 🇬🇧 🇺🇸 Military history & @NatlParkService enthusiast. Amateur sailor, scuba diver, skeet shooter. Metalhead.
Torie Happe @TorieHappe
2K Followers 797 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Intention.ly @intention_ly
338 Followers 170 Following Finserv’s go-to growth consultancy and marketing agency. Firms come to us to help them break through the noise and reach their goals.
Shannon Rosic @ShannonRosic
1K Followers 3K Following NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYR
Candice Carlton @candicecarlton
669 Followers 2K Following EVP | Head of Consulting + Innovation @ficommpartners Helping elite firms level up their marketing to drive growth #digital
Natalie O’Dell @natalieodellPR
127 Followers 219 Following Senior Account Executive, @StreetCred_PR | @Penn_State Alum
FMG @FMGSuite
5K Followers 3K Following FMG is the leading automated marketing platform for financial advisors providing an all-in-one integrated suite of marketing tools.
Isaac Presley, CFA @SeekingDelta
2K Followers 895 Following President and green-smoothie chef @CordantWealth. Investopedia Top 100 Advisor. ✍️infrequently but sometimes for CFA @Enterprising Husband/Father/Runner.
Misty Lynch, CFP® @misty_lynch22
1K Followers 2K Following Boston CFP® Professional • Author • Host of Heartbroke and Demystifying Money podcast • Tweets are not advice
Vance Barse, CPWA®, ... @VanceBarse
3K Followers 511 Following Proud father of two. Former consultant to financial planners before becoming one. Educator. Filler of planning gaps. Fiduciary. Attitude of gratitude. Dad life.
kyn. @KyndalCarter
603 Followers 345 Following Kyndal Carter, M.A. | Texas Tech Alum ♥️ | President & Founder of Viridian Gifting 🧩🎁 | Texas Native, Colorado Transplant 🏔🏂
Samantha Russell 👩... @SamanthaTwenty
15K Followers 481 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
The Tontine Cafe -- R... @TheTontineCafe
109 Followers 327 Following Coffee & Tea shop pay homage to the original. Please to plan and discuss the lifetime income opportunity of the shared annuity
Abby salameh @AbbySalameh
2K Followers 887 Following Champion for fin services and fintech, mother of frenchies and teens, passionate C-suite exec
David Armstrong @djamesarmstrong
1K Followers 851 Following Executive content director for @InformaConnect https://t.co/YTpmRrL2dY
Ramona J. Maior CFP®... @RamonaCFP
399 Followers 302 Following Financial Planner 💵 Educator 📚 Veteran 🎖️Immigrant 🌍 Trailblazer🔥
Jon C. Junger @cgtboiler
2K Followers 3K Following Sr. UX Designer & #boydad x2. Amateur Fintwit member. I use my passion as the steam to power my dreams. Purdue 2006 #BoilerUp
Rosa Chalekian @RosaChalekian
2K Followers 772 Following Mom 💙💙💙 | Wife 🤦🏽♀️ | Wine Lover 🍷 | @Futurvest Coach | Join me in my journey as I travel the world through a #wine glass
APBOE @APBOExchange
240 Followers 572 Following A marketplace for financial advisors to buy and sell wealth management practices.
Bulletproof @ProofingExperts
1K Followers 352 Following
Holly Deaton @HollyLDeaton
627 Followers 600 Following Reporter @iimag's @RIAIntel | DMs are open | Tips and quips: [email protected]
Tamiko Toland @TamikoToland
181 Followers 247 Following Annuity Yoda | consultant | former journalist who plays nicely w/quants & actuaries | opinions my own
Viki Zepto @VikiMalik16
34 Followers 2K Following
David Stone @DavidStone_R1
10 Followers 7 Following Co-Founder and CEO, RetireOne. Follow the official RetireOne Twitter @RetireOne.
ECHO Technology Solut... @ECHOtechnology
221 Followers 615 Following Digital transformation for small businesses and non-profit organizations. ✉ [email protected]Trends for United States
You might like
