Summer social media break. Will return after Labor Day. ✌🏼😎

Anyone here use Elements Financial Vitals and can provide a review? I use moneyguide currently but like the potential simplicity of the elements tiles that @thetattooadvisr showed off yesterday

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Things that you love to hear:

Something for the “that’s a write-off” crowd

Any FA’s out there registered with the NFLPA and want to share your experience? Would love to hear your perspective…

Out here at Future Proof #futureproofFestival Can’t wait to meet internet friends in person! Who else is here?!

CFP Board expanding PR efforts to help high-school/college students explore financial planning as a career. Great to expand awareness, but how many just get churned & lost in sales jobs? "Facing talent pipeline woes, RIA trade bodies explore solutions" citywire.com/ria/news/facin…

That’s a wrap on FutureProof 2024, from Future Proof in Huntington Beach! What an incredible experience for me as a first timer. Thanks to everyone I met and got the opportunity to interact with and learn about your business!

Good Morning

My family will be celebrating Ryan’s birthday today by reading his book together. You can too! Amazon Link: a.co/d/c9PfYjY

My kids would sleep until 10 on school days if we let them. But they’re up at 5:45 every Saturday, without fail. 🫠

Your financial advisor should not be “positioning” your investments prior to the upcoming election. Your financial plan drives your investments, not the election.

We’re excited to share that Wander has raised a $50M Series B from QED Investors and @FifthWallVC with Redpoint @UncorkCap @StarwoodCapGrp Breyer Capital Authentic Ventures Activant Capital Soma Capital @AlumniVentures ForecastLabs and many other incredible investors.

If you’ve seen this, You need a financial plan.

I’ve talked to just about 100 financial advisors over the last few months, and I can honestly tell you as an outsider to their industry: 1) They’re not all trying to 'scam' you 2) No matter how they charge (flat fee, hourly, AUM), it usually shakes out to similar rates AUM

Jalen Hurts at 4:25 PM on Sundays