Finalists of the 2024 Wealth Management Industry Awards 🏆 Over 1000 nominations were submitted and the results are in! Did you and/or your company make the list of finalists? Click here to find out > informaconnect.com/wealth-managem… #wealthmanagementindustryawards #wealthies

Shaping Wealth is on the road this June! 🎤 June 3: Fundment #TheAdvisersEdge bit.ly/3Z7UFuX June 9–11: #JoltConference joltconference.com June 10-12: Wealth Management EDGE #WMEDGE informaconnect.com/edge Let’s connect + shape the future together.

Alex Smith talks expectations with Shannon Rosic at Wealth Management EDGE #EDGE2025

People need to be careful who they take advice from There is so so so much wrong about this 1. Taxes are marginal, and these people wouldn’t even be in 37%. Their tax liability would be less than half this 2. Real estate losses don’t offset w2 income unless you’re a RE

I asked a prospect yesterday how he found me His answer was the same as most “Twitter” But what he said after really resonated “I have been weary of getting an advisor for years and I don’t trust them. But I feel like I know you and trust you from following you for so long.

🚀 Thank you to eMoney Advisor for sponsoring 20 FinServ Foundation Fellows for their Fall 2025 Summit! 📜 eMoney has also graciously agreed to allows FinServ Foundation Fellows access so they can achieve eMoney Certification. 📌 2025 eMoney Summit 📅 Mon Oct 20 – Wed Oct 22

What does 16 miles feel like when you’re walking to save lives? From sunset to sunrise…. 16 miles through New York City 🗽The Overnight Walk shows the city in a whole new light and is a powerful reminder of community, hope, and thousands walking with one purpose: to save

Great thread on Incentive Stock Options (ISOs)

FinServ Founder Jamie Hopkins educating at #WMEdge WealthManagement.com Jamie, thank you for sharing your knowledge with the profession

Happy Independence Day! 🇺🇸 Wishing you a wonderful July 4th filled with meaningful moments and time spent with those who matter most.

Taxes don't retire when your clients do. Are you ready to guide them through it? 📅 Join us on July 17th at 10am PT / 1pm ET for a live session on building tax-smart, legacy-ready retirement plans. Dave Haughton and Steven Jarvis, will share practical strategies to help you:

We are proud to share that our Founder, and Wealth Advisor Larry Sprung, CFP®, along with a select group of thoughtful and mission-driven financial professionals, has been named to the 2025 –2026 Investopedia Advisor Council.

We’re hiring: Senior Strategic Account Lead Join us in empowering advisory firms with clarity & creativity. We seek a strategic thinker who connects bold ideas to execution while mentoring teams. Fully remote, people-first, impact-driven. Apply here → ficommpartners.com/who-we-are/car…

The #Wealthies is the only awards program of its kind to celebrate the companies, individuals and organizations that demonstrate outstanding achievement in support of financial advisor success. Learn more: spr.ly/6048fnDKy Sponsored by: Wealth.com

Transform your practice by treating financial planning as a verb, not a noun.

Is Financial Planning a noun or a verb?