So proud to co-found Planning Zoo with Caleb Brown and Sue Chesney. Let’s get WILD!

Talked about Planning Zoo and how I got started in our wonderful financial planning profession, including a shoutout to Carolyn McClanahan! Loved being on the Caleb Brown podcast. Thanks, Caleb!

Engage the ghosts. Even let them do a quick plan, screw up the implementation, then call us! Bob Veres #T32016

Favorite exchange from #T32016 - Q: What if I have a life ins BD who won’t let me use this tech? A: Drop the BD and go #feeonly! @bobveres

Ignite at #T32016!

Ignite at #T32016!

Want info on #T32016? Join members Carrie Jones, CFP® @CompletePlanner for highlights | Thursday, Feb 18th at 7:30am ow.ly/XJosn

In honor of the #WKCDogShow...our own Best in Show!

The 5 Best Ideas from #T32016 ow.ly/Yjn9M Carrie Jones, CFP® #FinTech

Feel like I've been waiting for this for years! Can't wait to see it. x.com/Yodlee/status/…

"how do we create a super human advisor?" asks Salesforce's Simon of Joe Duran "the future is in everything we do" #FinServCloud

Sad...so sad. #FeeOnly can help but still need "trust but verify." x.com/Catinellaa8/st…

We share cooking know-how, why don't we share investing wisdom??? x.com/blackrock/stat…

So proud of Carolyn McClanahan! She has been recognized by NAPFA for her contributions to the planning industry... x.com/NAPFA/status/7…

Not much of a politico but this resonates with me! x.com/larsleafblad/s…

Thank you AT&T U-verse for keeping internet up even with no power after #HurricaneMatthew! The generator on the node is brilliant!

Carolyn McClanahan, president of Life Planning Partners, is a doctor turned financial planner. bit.ly/2gacrph #INW2W2016

Celebrating Joey meeting his CFP Board requirements! I have the breathalyzer with me. I love the Life Planning Partners crew.