Tom Burmeister
@burmeistertom
Conquest Financial Planning & Digital Advice
ID: 2992435153
https://www.linkedin.com/in/tomburmeisteradvicent 22-01-2015 15:48:32
224 Tweet
260 Followers
334 Following
We are thrilled to share that @Advicent has been named a finalist for the Wealth Management 2020 Industry Awards for thought leadership, while @advicentcoo is a finalist for Chief Marketing Officer of the Year. Read more: #Wealthies #WMIA20 advicentsolutions.com/resources/blog…
I’m thrilled to speak at the 2020 #MICUS digital experience! Join our Tech Talk on Financial Planning in the Networking Lounge at 3:30PM CT. Register here: morningstar.com/en-us/events/m… Morningstar, Inc. #MICDigital
Be sure to catch @Advicent vice president of #FinancialPlanning Tom Burmeister on the "Retooling the Advisor's Value Proposition and Practice" panel on 10/22 at 1:15 PM ET!
I'm thrilled to join Ameriprise Financial's Neal Maglaque and Grapevine6 founder Mike Orr as a panelist at Aite Group (now Aite-Novarica Group)'s Wealth Management in Transition Executive Forum Oct. 21-22! Register today at bit.ly/2H13bXA #WMIT2020 #wealthmanagement #wealthtech #financialplanning
Introducing The Planning Desk Podcast podcast with hosts Anthony Stich 🏄♂️ #MrPurple and Tom Burmeister. Episode 1: - Why another #FinTech podcast? - How advisors should manage clients during the meme stock frenzy - 2021 conference slate Listen and watch: advicentsolutions.com/the-planning-d…
Oh my gosh oh my gosh it’s here!! The dynamic due of Anthony Stich 🏄♂️ #MrPurple and Tom Burmeister is incredible I’m so dang excited for this 🙌🏻
You know just hanging with my friends Anthony Stich 🏄♂️ #MrPurple and Tom Burmeister on this fun Friday 🎧 Have y’all checked out The Planning Desk Podcast yet...if not WHAT ARE YOU WAITING FOR?!
We knew we needed a crypto expert to help break down what #FinancialAdvisors need to know about alternative investments. Who better than @OnrampInvest's very own Tyrone V. Ross Jr.? Episode 3 drops tomorrow - catch up on the first two now: advicentsolutions.com/the-planning-d…
Episode 3 of The Planning Desk Podcast is out now featuring Tyrone V. Ross Jr. of @OnrampInvest! - "No Dumb Questions" crypto overview - Why do firms need to embrace alternative investments? - What #FinTech tools exist to help advisors with crypto? Listen or watch below: advicentsolutions.com/the-planning-d…
Today, we are proud to announce that Advicent is now a part of InvestCloud Inc., the global leader in cloud-based financial digital solutions. Learn more:
Where in the world is #MrPurple this Fall? Not at home. American Institute of CPAs Engage (July) Wealth Management Awards (Sept) @wealthstackconf Inside ETFs+ (October) Carson Group Excell (October) Snappy Kraken Jolt (October) InvestCloud Inc. User Conference (October) ThinkAdvisor Luminaries (November)
Met Anthony Stich 🏄♂️ #MrPurple at #Excell2021 then checked out his podcast. I scrolled thru The Planning Desk Podcast and saw Kristen Schmidt Kristen Schmidt so tapped into ep 6. This show flows. It balances concise, high value insights with levity. Sonic branding on point too. advicentsolutions.com/en-us/the-plan…
Excited to share that I’ve joined Conquest Planning Inc. as VP, US Distribution as we sprint towards the much-anticipated US launch of our intelligent, hyper-personalized financial advice platform! Follow us to learn more about delivering advice faster & more accurately #PlanWithSAM
#PershingX and Conquest Planning Inc. have announced a new collaboration that will deliver #advisors an innovative, strategy-centric approach to financial planning, combining both goals- and cash flow- based planning. Check out more in the press release: bny.mn/3V4A4Ea
It's an honour to announce our partnership with BNY Pershing! Our #FinancialPlanning app will be integrated into the #PershingX platform to deliver a personalized experience through a human centred-digitally enabled system & real-time client collaboration. pershing.com/news/press-rel…
