Cool events happening today for financial advisors ... in my opinion. : )👇Hannah Moore, CFP® Orion WealthTech

Hey all, I have news! abacuswealth.com/a-journey-ahea…

Looking forward to meeting some amazing advisors at #OrionAscent and helping them discover how to grow better, stronger, and faster. We have the technology.

Advisors with 75% or more of their tech stack are integrated have 30% more AUM #OrionAscent

Penney Phillips says advisors should audit their tech stacks twice a year #OrionAscent

First I have seen of over 5 percent on money market funds...'cash in the bank' ...people need to be taking advantage of this with larger balances - I am.

The highest rate available on MaxMyInterest.com is now a staggering 5.01%! Here's how we got here: blog.maxmyinterest.com/2023/03/maxs-t… #cash #savings #onlinebanks #onlinebanking #interestrates #yourbestinterest

If you're experiencing higher than average turnover in your advisory firm, here's some advice to consider. Special thanks to WealthSolutionsReport for publishing my latest.wealthsolutionsreport.com/2023/03/06/for…

Hey T3 friends, I’ve helped launch a new Discord networking group for gamer financial advisors. Come join us for video games, D&D, and shop talk! See you on the battlefields! discord.gg/tnqBEa3t #T32023

Consider this Wealth Management article a MUST-READ for all #financialadvisors who care about keeping their clients' #cash safe, FDIC-insured, and liquid: wealthmanagement.com/client-relatio…

Today we have Gary Zimmerman of MaxMyInterest back on the show to talk about all things Silicon Valley Bank, FDIC, and how to maximize the ROI on your cash (5%!!!) mebfaber.com/2023/03/17/gar…

Important information for #financialadvisors on the distinctions between the safety of FDIC-insured bank accounts vs. cash sweep programs, which have embedded liquidity risks blog.maxmyinterest.com/2023/03/opport…

I'm doing research on how financial advisors can better support Neurodivergent employees and clients. Please complete the survey and/or share the link forms.gle/bYSzwvPFxRB5Qx…. All responses welcome from advisory firms, including if you barely know what neurodivergence is.

On the latest episode of Orion WealthTech's The Fuse Show Podcast, Ryan Donovan and @SvageraGeorge talk with J.D. Bruce, Independent Consultant and President Emeritus at Abacus Wealth Partners. Listen to the full conversation: open.spotify.com/show/5YLIMlZxh…

One of my clients is hiring two associate advisors, fully remote, no experience required. Apply at chicorywealth.com/job-openings

Hey all! I'll be at Bob Veres' Insider's Forum conference in a few weeks. If you're coming too let me know so we can connect! See you there!

If you’re attending Bob Veres #InsidersForum2023 in San Antonio this week, stop by the Max booth to learn how clients can earn up to 5.36% on their #cash, FDIC-insured. MaxForAdvisors.com #financialplanning Hope to see you there! bit.ly/45YVWWL

Trying to learn how to scale an internship program for your firm? Check out this webinar from blxinternship featuring the master of #NextGen #recruiting & #internship programs, J.D. Bruce Oct 10, 2023 at 12:00pm PT Register here: blxinternship.us7.list-manage.com/track/click?u=… #financialplanning

The AI Mortgage Guy MaxMyInterest.com Incredibly easy, been using them for years without issue No brainer, imo

Early Bird Externship registration ends today! Our Early Birds get the full Externship program + an exclusive group call with me + 1 month free inside my library of real client meetings: CORE. Join today! theexternship.com