Advisor DNA @AdvisorDNA
...take the assessment to discover where you are... Joined May 2013-
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Is your entrepreneur advisor biz built “on PURPOSE”? 1/ what is your client centered purpose?
Red is green. Yellow is red. Green is yellow. Sometimes you gotta rethink what you think you know. 🔴🟡🟢 #ownyouralpha
If only there were a simple way to control all of this… 🤔 Oh … there is. 💪🏼 #ownyouralpha 🔴🟡🟢 coming soon🙌🏼😁
Wow. This all definitely starts with just a little introspection. #ownyouralpha AdvisorCrunch.com🤖
And #advisors need the right support to help them design and deliver their unique alpha based on that *CCP It’s always crunch time. 🙌🏼 @AdvisorCrunch #advisoralpha
👉🏼I’ve been giving stuff away for years, I’ve just never been very organized about doing it.🎯 Grateful 4 thought leadership available 24 hours a day on my phone.📱 🙏🏼 @MeasureTwiceMNY @TR401 @anthonystich @acketyack @behaviorgap @visualizevalue @ThisIsSethsBlog @simonsinek
👉🏼Calling all ADVISORS!!!👈🏼 Anyone talking with clients about RETHINKING retirement as we know it? I’d love to discuss… Please shoot me a DM so we can chat!!! 🙏🏼 #fintwit #financialservices #advisors
@AdvisorCrunch Demonstrating real value to clients.
This. #TangibleAlpha 💥
And #advisors need the right support to help them design and deliver their unique alpha based on that *CCP It’s always crunch time. 🙌🏼 @AdvisorCrunch #advisoralpha
Laws of Alpha - Tangible Alpha. Own the perception of your value. #advisors #advisoralpha #tangiblealpha #lawsofalpha #alpha tangiblealpha.com/lawsofalpha1/
People who get paid for their time think about working overtime. People who get paid for their value think about increasing their value over time. #TangibleAlpha #advisors #rethinkvalue RethinkAdvisor.com @visualizevalue
tangiblealpha.com/fix-your-alpha… #Advisors are looking to stand apart... this is how... #wealthstewardship #tangiblealpha #money #networth #equity
1. Define your client centered purpose. Your shared purpose is the cornerstone in the foundation of your unique brand.
AdvisorWHY.com If they don’t feel your WHY, the what and the how don’t really matter. #advisors Your why isn’t just for prospects. #clientcentered #purpose
What’s in a brand? #advisors
LawsOfAlpha.com Free advice is worth the price you pay. #advisors
If it’s not tangible it’s not advisor alpha. AdvisorAlpha.com #advisors
FutureVault @FutureVault
945 Followers 3K Following The Enterprise Document Infrastructure Layer for BFSI. AI-Powered Digital Vaults and Intelligent Document Processing. Visit https://t.co/PjZD3xClE5
ExitReadiness® PODCA... @exitreadiness
64 Followers 106 Following Listen in as hosts Pat Ennis and Walter Deyhle discuss issues pertaining to business owner exits with various subject-matter-experts.
Kristin Shea @itskristinshea
741 Followers 1K Following Author of “The Truth About Digital Marketing for Financial Advisors” | Speaker | DBDL Podcast Producer | LinkedIn | Free Spirit, Old Soul, CrossFit, #GoBirds
Zim @BowZerZimm
1K Followers 2K Following
Kent Schmeckpeper @Schmack27
390 Followers 4K Following Financial Services leader with 20+ years of experience across the software, mutual fund, & insurance industries, ranging from Fortune 500 to start-up companies.
GUNASEGARAN @wealthguna
758 Followers 3K Following Financial Planner/ Certified Money Coach/ Certified Behavioral Advisor who is client centric. I help people to make Smart Decision about Money based on Values.
Advisor Crunch @AdvisorCrunch
778 Followers 778 Following The industry trains production. Advisor Crunch installs authority, AI+Alpha Ownership for financial advisors.
Michelle @Micheld4
2K Followers 5K Following Mother, CFP® Professional, Independent Thinker, Strong Willed, enjoy running, working toward goal of completing a marathon, play tennis, taking guitar lessons
Robert M Dunne @RMDunne
195 Followers 312 Following
Amedee Martin Mieke @AmedeeMieke
489 Followers 4K Following Eng. Amedee Martin Mieke, Senior Strategic Advisory Int'l IR/PR & media communications, marketing Elite Professional Senior Associate Investment and Funding
John DiBenedetto @DiBenedetto_JJ
459 Followers 3K Following Business Development | Wealth Management | Client-first
MyPlanMap @MyPlanMap
1K Followers 3K Following Your Financial Advice Made Visible. #fintech #financialplanning #financialadvisers #WealthTech
Rob Sandrew @Rob_Sandrew
786 Followers 2K Following Chief Growth Officer Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/FmH0D6clxv.
Andrew Ladwig @ladbiz
414 Followers 2K Following Golfer, Spartan, #FinTech and #FinServ, Director of Business Development at @wealthbox
FrontPageStocks @frontpagestocks
101K Followers 88K Following Paid for Advertising/IR/PR on Emerging Companies Full Disclaimer: https://t.co/SxEVZWMWF4 Full Disclosure: https://t.co/YvgGFZiBEG
Johncoy @Johncoy87338503
6 Followers 128 Following
Andrew J. Tapparo, MS... @TapparoCapital
397 Followers 688 Following Retirement income planner who specializes in helping people answer the question, "Do I have enough to retire with confidence?" It is my passion.
Matt Schreiber @cyborgceo
965 Followers 3K Following 🏆🏆🏆🏆 4x Winner @FinTech_Awards || Co-CEO @WBIInvestments || CEO @CyborgTechLLC || Alum @UofSC || Disclosures: https://t.co/hEBA9rFCzv
Dennis Myhre, AIC @FiduciaryFactor
1K Followers 4K Following https://t.co/2Gd6GQhBjD... The author advocates financial health by exposing corrupt practices within the 401k industry.
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
Travis A. Morrow @3RiversMoney
952 Followers 3K Following Providing #retirement #investmentadvice and #planning for over 20 years in the Columbia Basin.
Joe Bauer, CPWA® @Brokerjgb
589 Followers 4K Following Senior Vice President - Portfolio Manager - Merrill Lynch Wealth Management
scott Harrison @scottHa38524626
4 Followers 369 Following
Lisa Bellenger @bellengerviradm
147 Followers 591 Following Virtual Assistant | Financial Services Administrative Support | Chief Fun Officer
Internet Capital Inc @ICAP11
18K Followers 52K Following Investment Relations Since 1982. From $5,000/Week. New Client Specials For Stock & Product Promos Over 73 Million Accredited Stock Investors in Our Database.
Richard Anthony Piet @R99pc
31K Followers 133K Following 178K Followers Actor Director Producer Writer CEO AAA Artist Films Inc AAA Auctions Auctioneer CFL Argos NFL Detroit Lions Poker Stock P.R. Internet Capital Inc
Andrea Lopez-Schlapia @AndreaSchlapia
2K Followers 2K Following Certified EOS Implementer® | Speaker, Consultant and Educator of Practice Management Strategies for Financial Advisory Professionals. @IronstoneHQ
Linda Blackmer @myfatherseyes2
50 Followers 100 Following Writer, speaker, author of My Father's Eyes: A Story of Stolen Lives.
Ogorek Wealth Managem... @OgorekWealth
91 Followers 175 Following Financial Planning and Investment Strategies to Help You Retire Confidently
Skylar Williams @SkylarW228
5 Followers 261 Following Very outgoing! Easy to get along with😛. Always willing to meet new people and make new friends!😎
Aaron Lee @AskAaronLee
917K Followers 773K Following Trying to perfect the art of cappuccino. Introvert with awesome hair. 📧 [email protected]
anne longmire, CFP @annewrights
118 Followers 813 Following
Smartleaf @SmartleafInc
674 Followers 673 Following Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple and scalable.
Ron Rowland @RonRowland
1K Followers 922 Following Founder of https://t.co/LlWGtVAjlj and https://t.co/qcueVRGTQC, former ETF analyst, money manager, writer, engineer, navigator, and many more...
COSS Official - Crypt... @COSScrypto
13K Followers 3K Following COSS stands for Crypto One-Stop Solution - we are a cryptocurrency exchange platform and a digital ecosystem for cryptocurrency. Support: [email protected]
Benefit Plans Plus @BPP401k
452 Followers 588 Following Retirement plan compliance experts so you don't have to be. We're experts in plan design, consulting, and administration for Financial Advisors & their clients.
John Michel @JohnCircleBlack
832 Followers 923 Following Solving today’s trust gap and helping today’s busy online consumer better control their wealth and life
Jeff Rall, CFP® @rallfp
1K Followers 873 Following I measure my success by how each client improves their own personal financial situation – as defined by them. Pro Bono Services
AW✚SWITZERLAND 🇨... @AWSwitzerland
870 Followers 2K Following Directories of wealth management, private banking, and other services for US, Canadian, and Latin American citizens, residents, and expats
Anthony Stich 🏄... @anthonystich
4K Followers 822 Following CMO at @MoranWealth. Formerly @MarketCounsel, @Entrustody, @InvestCloud, & @NaviPlan. Investments in @Securitize, @AdvicePay, @SeedsInvestor, and Airotone.
Fairlane Financial @FFCAnnuity
41 Followers 80 Following Family owned and operated national marketing organization since 1955. Annuities are our business - not a sideline.
Excelsior Worldwide @group_excelsior
3K Followers 3K Following Investment Group providing financial product distribution and business support for independent financial and investment advisers globally.
yorba @yorbamedia
1K Followers 3K Following Since 2007, Yorba.TV is one of the world’s top leading sources of intelligent information for investors and professionals.
Ray Sclafani @raysclafani
2K Followers 2K Following Encourager committed to helping others realize their goals! Author of #YouveBeenFramed, CEO and Founder of @ClientWise.
Truelytics @truelytics1
2K Followers 4K Following Truelytics helps wealth management enterprises attract, retain, and support advisory business while also reducing the time and costs related to transitions.
Carolyn Armitage CFP�... @Values_Matter_
1K Followers 4K Following Serial builder of RIAs; Lifelong learner #wealthmanagement
Jarhead Trader @jarhead_trader
9K Followers 5K Following Death before Dishonor, Networker, Passionate Trader, Wholesome Life, Loving Jesus, Loving USA.
Michael Thrasher @Mike_Thrasher
3K Followers 5K Following Founder & Editor @ModusNewsletter, weekly independent journalism for family-office professionals. Prev @iimag. Send tips & quips: [email protected]
Kent Schmeckpeper @Schmack27
390 Followers 4K Following Financial Services leader with 20+ years of experience across the software, mutual fund, & insurance industries, ranging from Fortune 500 to start-up companies.
GUNASEGARAN @wealthguna
758 Followers 3K Following Financial Planner/ Certified Money Coach/ Certified Behavioral Advisor who is client centric. I help people to make Smart Decision about Money based on Values.
Omnicus @omnicus_com
187 Followers 536 Following Providing the tools to businesses so that they can give their customers an excellent experience throughout their customer journey.
Amedee Martin Mieke @AmedeeMieke
489 Followers 4K Following Eng. Amedee Martin Mieke, Senior Strategic Advisory Int'l IR/PR & media communications, marketing Elite Professional Senior Associate Investment and Funding
Robert M Dunne @RMDunne
195 Followers 312 Following
AnswerStage @answerstage
439 Followers 2K Following Create great video marketing featuring members of your community Just send a link, collect responses, and transform them into easy-to-share, branded videos.
Michelle @Micheld4
2K Followers 5K Following Mother, CFP® Professional, Independent Thinker, Strong Willed, enjoy running, working toward goal of completing a marathon, play tennis, taking guitar lessons
What’s Your Advisor... @advisor_alpha
24 Followers 25 Following Discover your authentic value #advisors.
Benefit Plans Plus @BPP401k
452 Followers 588 Following Retirement plan compliance experts so you don't have to be. We're experts in plan design, consulting, and administration for Financial Advisors & their clients.
Internet Capital Inc @ICAP11
18K Followers 52K Following Investment Relations Since 1982. From $5,000/Week. New Client Specials For Stock & Product Promos Over 73 Million Accredited Stock Investors in Our Database.
Matt Schreiber @cyborgceo
965 Followers 3K Following 🏆🏆🏆🏆 4x Winner @FinTech_Awards || Co-CEO @WBIInvestments || CEO @CyborgTechLLC || Alum @UofSC || Disclosures: https://t.co/hEBA9rFCzv
Andrew J. Tapparo, MS... @TapparoCapital
397 Followers 688 Following Retirement income planner who specializes in helping people answer the question, "Do I have enough to retire with confidence?" It is my passion.
Andrew Ladwig @ladbiz
414 Followers 2K Following Golfer, Spartan, #FinTech and #FinServ, Director of Business Development at @wealthbox
Rob Sandrew @Rob_Sandrew
786 Followers 2K Following Chief Growth Officer Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/FmH0D6clxv.
MyPlanMap @MyPlanMap
1K Followers 3K Following Your Financial Advice Made Visible. #fintech #financialplanning #financialadvisers #WealthTech
Dennis Myhre, AIC @FiduciaryFactor
1K Followers 4K Following https://t.co/2Gd6GQhBjD... The author advocates financial health by exposing corrupt practices within the 401k industry.
Travis A. Morrow @3RiversMoney
952 Followers 3K Following Providing #retirement #investmentadvice and #planning for over 20 years in the Columbia Basin.
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
Matt Sonnen @mattsonnen_pfi
1K Followers 508 Following Chief Operating Officer - Coldstream Wealth Management Creator - The COO Society Host - The COO Roundtable Podcast
Ogorek Wealth Managem... @OgorekWealth
91 Followers 175 Following Financial Planning and Investment Strategies to Help You Retire Confidently
Linda Blackmer @myfatherseyes2
50 Followers 100 Following Writer, speaker, author of My Father's Eyes: A Story of Stolen Lives.
Andrea Lopez-Schlapia @AndreaSchlapia
2K Followers 2K Following Certified EOS Implementer® | Speaker, Consultant and Educator of Practice Management Strategies for Financial Advisory Professionals. @IronstoneHQ
Truelytics @truelytics1
2K Followers 4K Following Truelytics helps wealth management enterprises attract, retain, and support advisory business while also reducing the time and costs related to transitions.
Ray Sclafani @raysclafani
2K Followers 2K Following Encourager committed to helping others realize their goals! Author of #YouveBeenFramed, CEO and Founder of @ClientWise.
yorba @yorbamedia
1K Followers 3K Following Since 2007, Yorba.TV is one of the world’s top leading sources of intelligent information for investors and professionals.
John Michel @JohnCircleBlack
832 Followers 923 Following Solving today’s trust gap and helping today’s busy online consumer better control their wealth and life
Barron's @barronsonline
406K Followers 36 Following The world's premier investing publication since 1921. For customer support, visit https://t.co/HkyUtq6BNr
Fiduciary Decisions @FidDecisions
2K Followers 2K Following Our goal is simple: to build decision support systems that help Service Providers and their clients make informed decisions that drive better results for them.
Jeff Rall, CFP® @rallfp
1K Followers 873 Following I measure my success by how each client improves their own personal financial situation – as defined by them. Pro Bono Services
AW✚SWITZERLAND 🇨... @AWSwitzerland
870 Followers 2K Following Directories of wealth management, private banking, and other services for US, Canadian, and Latin American citizens, residents, and expats
Fairlane Financial @FFCAnnuity
41 Followers 80 Following Family owned and operated national marketing organization since 1955. Annuities are our business - not a sideline.
Anthony Stich 🏄... @anthonystich
4K Followers 822 Following CMO at @MoranWealth. Formerly @MarketCounsel, @Entrustody, @InvestCloud, & @NaviPlan. Investments in @Securitize, @AdvicePay, @SeedsInvestor, and Airotone.
Michael Yorba @MichaelYorba1
476 Followers 191 Following
Excelsior Worldwide @group_excelsior
3K Followers 3K Following Investment Group providing financial product distribution and business support for independent financial and investment advisers globally.
LaSalle St. Securitie... @LaSalleStSec
313 Followers 818 Following Advisor-owned wealth management boutique supporting Financial Advisors run their practice, their way, since 1974.
WFN1 News @WFN1LIVE
2K Followers 3K Following WFN1 News Corp & 'CEO Money' 1190AM IHeart Radio Dallas, TX A Financial News Syndication Network, Listen Live @ 12PST https://t.co/4dPGRyAAoa
Project Management @PRINCE2PROJECT
292K Followers 288K Following Project Management SOCIETY for Project Managers | Please ReTweet this at: https://t.co/vKNc8Mm6r0
Jarhead Trader @jarhead_trader
9K Followers 5K Following Death before Dishonor, Networker, Passionate Trader, Wholesome Life, Loving Jesus, Loving USA.
Havana Roasters Coffe... @HRCcoffee
10K Followers 360 Following inspired by a vibrant cuban coffee tradition, at Havana Roasters Coffee, the art and craft of coffee is our deepest passion. $THRC
Carolyn Armitage CFP�... @Values_Matter_
1K Followers 4K Following Serial builder of RIAs; Lifelong learner #wealthmanagement
David DeVoe @DavidDeVoe1
2K Followers 618 Following RIA M&A expert. Passionate about helping advisors run better businesses. Advocate for the independent wealth management community.
Mike Schiemer, CETF®... @MikeSchiemer
195K Followers 299 Following CMO & Co-Owner @DividendVisions | Owner @BootstrapBizInc @Frugal_Financed | Certified Funding Broker @DA__Capital | Stock & ETF Investor | SEO | Frugal Dad
BravoSec @bravosecdotcom
143 Followers 1K Following Cyber Security For RIAs - (310) 730-1974 "Compliance Keeps The Regulators Out, Security Keeps The Bad Guys Out." https://t.co/zSAt4N0xUx





