Insiders Forum
@bvinsidersforum
The Official Twitter handle for Bob Veres' Insiders Forum Conference. TN 9/2018 (managed by @lisajcrafford & @shaunkap) #BobVeresInsidersForum
ID: 1935260510
http://insidersforum.com 04-10-2013 19:38:18
721 Tweet
305 Followers
59 Following
Bill Winterberg, CFP®️
@billwinterberg
You can find me over on LinkedIn and also on the 🦋 site
Tina Powell
@tinacpowell
Partner | Marketer | Chief of Community @intention_ly 🎙️ Host of In The Suite | TEDx Speaker 🫁 Living Powerfully + Unapologetically with Stage 4 #LungCancer
Marie Swift
@marieswift
Marie Swift is a PR and Marketing professional serving the financial services industry: More at MarieSwift.com and ImpactCommunications.org
Kevin Keller
@krkindc
CEO of CFP Board, which sets and upholds the requirements for CERTIFIED FINANCIAL PLANNER™ certification
Carolyn McClanahan
@carolynmcc
Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @Investopedia @Forbes
Karl Schorr
@karlsxx
Rob Victor
@borvicuk
Ralph Schroeder
@ralphrjs
Life is better with a plan, Financial Planner, photographer, hiker, cyclist, and food lover.
Kasey Buckner, CFP® CRPC®
@kaseybuckner
Expert in retirement planning, design, and implementation.
Brad Felix
@buildbuyback
Operating Partner @fireroadbuilds | Big heart for small towns & small biz | @MrsFixItFelix and dad (x3) |🤖 AI and no-code | CFA® | Founder @use_commas
John Furey
@advisorgrowth
Entrepreneur, wealth management expert, and financial advisor advocate. Husband and dad, aspiring golfer, and emerging wine collector.
Warren Shute CFP®
@warrenshute
Multi award-winning Certified #FinancialPlanner, Chartered Financial Planner, certified money coach, author of #TheMoneyPlan and Sunday Mirror columnist.
Sarah Harris, CPA
@em1beachgirl
CPA and WPS. SMB owner specializing in tax, tax planning & accounting. Love spending time with my family and friends, traveling, and calling the hogs.
Andrea Coombes
@andreacoombes
Editor, Taxes @Bankrate | she/her | CFP® | writer, editor, financial coach | former @NerdWallet @MarketWatch
Stacie Giddings
@slgiddings
Seeking the “er” everyday- better, faster, stronger, smarter, kinder, gentler, happier...❤️rowing crew❤️adventure!!!❤️nature ❤️my daughters ❤️Louie the cat
Janet Barr, MS, ChFC
@janetbarrcfs
Registered Principal with and securities are offered through LPL Financial, Member SIPC sipc.org.
Reese Harper
@reeseharpercfp
CEO @ GetElements.com, Founder @ DentistAdvisors.com. Always learning.
aiki
@aaaiki
in search of glimmers
Diana Bouch
@dianabouch
Ben Barbrey
@benjaminjbarbre
Husband // Father of 2// F1 Fanatic// Seeking Ironman status// Wrestling risk like a leveraged ETF // Dissect M&A activity nightly // Nothing here is advice
AssetBook
@assetbook
We develop innovative portfolio management & engagement software for modern advisors focused on custom secure solutions.
Devon Klumb
@devkrv
Head of Sales at Betterment for Advisors • CFP®, BFA™ • We have a minivan
Andrew Jennings
@andrewmcfarland
Louis Swingrover
@lswingrover
Bob Veres
@bobveres
Publisher of the Inside Information service for financial planners, thought leader in the financial planning community.
Viceroy Wealth
@viceroywealth
Wealth...planned well. Life...lived well. ™ Securities offered through LPL Financial, Member FINRA/SIPC sipc.org
Sara Stanich
@sarastanich
Founder of Cultivating Wealth, a fee-only registered investment adviser. MBA, CFP, CDFA and CEPA. Entrepreneur and Mom of 3.
Ciavon Hartman
@ciavonhartman
Timothy Bickmore
@bickmore57
Knowledge seeker 💡 I am a CFP®️ & CPWA®️ Professional 🧮 Outdoorsman 🏕 Co-founder @lbwwealth & @Hyphaway 🤑 Tweets aren’t advice
Aaron Connell
@themoneynudge
Owner of One Brick Planning & Consulting. Catch my musings at the Money Nudge Blog. I tweet about #Entrepreneurship and #FinancialFreedom.
Dana Ryan
@thedanaryan
Rugby Mom. Amateur baker. Loves adventure and seeing people succeed. #fintwit #advisors Securities offered through LPL Financial, Member SIPC sipc.org
Chelsea Rude / Rude Wealth Advisory
@chelseadrude
Financial Advisor, Finance Adjunct, Rude Wealth Advisory LLC is an Investment Advisor registered with the State of Illinois.
Steve
@emostevepgh
Katie Braden, CFP®
@katieabraden
🎥 Chief Video Officer at Advisor Video Marketing | 🛫 Private Pilot | Almost Always Smiling 😁
Wealthbox CRM
@wealthbox
Modern CRM for financial advisors. Get a free trial at Wealthbox.com.
Tricia Rothschild
@triciarothschi1
Independent-minded fan of the disrupter and the underdog. Data and product management geek. Equally appreciative of both creativity and efficiency.
Glen Eagle
@glen_eagle1
Glen Eagle specializes in financial planning, wealth management, and retirement plans.
Hubly
@hublyinc
Allowing financial advisors and their teams to deliver a high-touch, stress-free customer experience at scale.
Christopher Emert
@cjetechpartners
Technology and Operations Consultant for financial services company. [email protected]
Southridge
@southridge_
Southridge is an accomplished merchant banking firm specializing in investments to emerging companies, enabling operational and financial success.
@NavArch64
@navalarch64
Husband, Father, Mechanical Engineer, Naval Architect, PATRIOT
Pamela Ladd
@pamelaladd7
Senior Manager of Personal Financial Planning at Association of International Certified Professional Accountants
Allan Riggs
@allanriggs6
Kalli Collective
@kallicollective
Financial Industry marketing for Savvy Advisors. Video, Social Media, Web Design and more. If we don't do it, you don't need it.
Riley Hale
@techwealthfp
Fin. Planner | Incentive Stock Options | Owner at Tech Wealth | Tweets ≠ Advice
EncorEstate Plans
@encorestateplan
EncorEstate Plans serves the trusted advisor to deliver the best estate planning experience for their clients.
Bjorn Amundson
@couldbebjorn
CFP® | Quarry Hill Advisors
Sishem
@sishem28137
Emma Dumont
@ayco1tw2gcx5y
Blessed
@blessed138213
Thetoot
@thetootryf
Theresia Lakin
@theresiala64930
Giedo
@giedo0794
T3 Technology Tools
@t3techhub
The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.
Michelle Wong
@woahitsmiwo
founder @meetnifty. d.c. ↔️ toronto. sci-fi nerd + van lifer + dancer. let's geek out about happy remote teams. #fintwit
Meghan Rutherford
@meghankathleen5
Passionate about helping #financialadvisors and their teams increase efficiency with workflows. Part of an amazing team @HublyInc.
Charesse Spiller
@charessespiller
Founder of @getlevelbest | Transitioning off Twitter – catch me on LinkedIn for all my latest updates! linkedin.com/in/charesse-sp…