AJ BROWN IS A PHILADELPHIA EAGLE UNTIL 2029. 🦅

Happy Draft Day. Go Birds 🦅

We're excited to share that we're teaming up with RIA Connect , Amplified Planning, and other key partners for an online training program to help college students, new advisors, and career changers enter the financial planning field.
bit.ly/4dbZMj5

There is no one sized fits all approach to financial planning

Thank you to Asset-Map , Julie Littlechild , and Michael Lecours,CFP® ... Work from all of you inspired this article!

As a financial advisor do you actually care if a technology you use with clients is white-labeled to your firm's brand?

Does this work?? 😂

Tiger Woods, who had played 24 holes of golf in 2024 before this week, just beat the following golfers over the first two rounds of the Masters.

Tyrrell Hatton
Brooks Koepka
Patrick Cantlay
Shane Lowry
Will Zalatoris
Jason Day
Phil Mickelson
Joaquin Niemann
Rory McIlroy
Tony…

As I sit in a conference center in a Vegas casino (we all know there are no windows here) I am sure of one thing.. I am literally the only person I know who worked this afternoon 😂.

The polls are closed and we have the winner of our 2024 #WealthtechMadness tournament!

(drumroll please)

🥁🥁🥁

After 1,800 unique votes this year's winner is starting a dynasty with back-to-back victories

Congrats Asset-Map on being the Internet's favorite #Fintech 👑

The #WealthTechMadness finals have arrived 🎉

Last year's champion Asset-Map Leadership is back to defend their crown against the CRM with the lovable logo - Redtail Technology

You only get one vote and you have until Friday to cast it

threecrownsmarketing.com/wealthtech-mad…

We're down to the Final Four in the 2024 #WealthTechMadness tournament!

Hit the link to vote for your favorites.

The matchups are neck-and-neck right now. Hopefully no friendships end as a result 😬

threecrownsmarketing.com/wealthtech-mad…

Corey Westphal, CEO at Mobile Assistant Asset-Map Leadership Redtail Technology

It never feels like work when you’re with the people you love ❤️

Alison

Asset-Map CEO Adam Holt kicking off #shiftevent along with Breanna Blaney and Ross Marino, CFP®, CeFT®. A fantastic conversation about human first advice.

Engaging conversation with Adam Holt of Asset-Map and Breanna Blaney of Dimensional Fund Advisors about how to focus on those we serve, their why and the interaction between mindfulness and money at #SHIFTevent

I will die on this hill…

The absolute best Rick Williamson showing off some red but introducing himself as “Richard Orion” at #orionascent 😂👏.

🦅🦅

WELCOME HOME, @SAQUON. 🦅🦅🦅

😭👏❤️🦅