Dave Zoller, CFP®- Streamline My Practice
@davezoller_
Growing a multi-7-figure financial advisory firm and sharing everything we’re learning along the way. Tips, tools, and strategies for advisors who want to scale
ID: 731677443581448192
https://www.streamlinemypractice.com/newsletter 15-05-2016 02:47:51
1,1K Tweet
2,2K Followers
61 Following
T_ROY
@t_roy
Bill Winterberg, CFP®️
@billwinterberg
You can find me over on LinkedIn and also on the 🦋 site
Jeremy Walter
@jeremywalter
Family guy and financial advisor exploring the intersection of money and values. Curious about Enough. Most tweets are self reminders. Simul justus et peccator.
Adam Cmejla, CFP®
@acmejla
Financial planner. #Aviation geek. Helping #optometrists plan life on purpose. @investmentnews 40 under 40. Tweets🙅♂️advice. Podcast:bit.ly/2Ja1is7f
Max Pashman CFP® 🌱
@maxpashman
Building financial blueprints for high-earning tech employees and business owners. DM for questions! Posts are not advice.
Adam Ariosa
@aariosa
Maryland & United States Patriot. Securities offered through LPL Financial, Member SIPC sipc.org.
Jake Dorman
@jakedorman
Chris W. Malone
@chriswmalone
Investment Professional @JPMorgan Private Bank with a passion for finance, business, tech & innovation | Sports, fitness and martial arts enthusiast #GoBucks
Larry Sprung, CFP®
@lawrence_sprung
What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰 Founder & Wealth Advisor @MitlinFinancial 📝 @ForbesAdvisor Board ❤️ @denisesprung 🏒 Dad
David Harap
@hrpy1
Jason Wenk
@jasonwenk
Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
Chris Roupp
@chrisroupp
Enjoy life
Davis Whitten
@daviswhitten97
Financial Planner - Whitten, Chandler Wealth Management Team 💰
Colton Etherton, CFP®
@slices_design
Slices.Design Unique websites for financial advisors that help you: Stand out. Tell your story. And grow your business.
Kale Terrill
@kaleterrill
Romans 8:38-39
Thomas Kopelman 💵
@tkopelman
Helping 7 figure Entrepreneurs and executives in their 30s-50s build wealth. Co-Founder @AllStwealth . 22/23 Top 100 Advisor by @Investopedia
Valerie Rivera, CFP® (she/her)
@1genwealth
CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
Jack Sullivan
@jack_sulllivan
Sharing stories and strategies from 4,000+ financial conversations | Golf ⛳️, Skiing ⛷️ | Wake Forest alum | Helping our clients make sense of their finances.
Taylor Schulte, CFP®
@definefinancial
Define Financial • @Investopedia Top 5 Advisor • Co-Founder @TheAdvisorGC • Stay Wealthy Retirement Podcast
Adam Zielske
@adamzielske
Derrick Schuler
@dschuler979
Nick Frohardt
@nickfrohardt
justincastelli
@jus10castelli
helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
William Poon
@williethepoon
Jesus Follower. Tech Strategy and Product. @CornellMBA @Cornell_tech New Yorker. Asian American.
Jess Bost, CFP®
@lady__bost
Let's Step Forward Together.
Creighton
@cjsilvain24
NE | OUAZ Baseball Alumni | James 1:12
Herbert DeLeon Jr.
@herbrt_the_lion
Soccer / Finance / Donuts / Family #TFG
Carlos 🌊
@carlostrad3s
🕊️✝️
Brendan Frazier
@jbrendanfrazier
Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Falconium
@falconiumt
Independently Registered Advisor and Founder | Stewardship Asset Management, LLC. No opinions expressed should be considered financial advice.
AP
@portfoliopatch
Micha Siegel
@siegelmicha
Spreadsheet 👑 of Chicago. Under-zealous CPA/Undercover CFP. Abashedly Curious. Lifelong Truant. Bleeding❤️lib(ertarian). Bear Jew. My progeny are prodigies ⬆️.
Cody Garrett, CFP®️
@measuretwicemny
Financial Educator at Measure Twice® - Learn how to create your own financial plan as a DIY investor!
Jk
@jklaradev
Mark McGrath
@markmcgrathcfp
I help Canadian physicians treat financial uncertainty. CFP®, CIM®. DM's are always open. New book out now - grab a copy below ⬇️
Hoàng Ngọc Ánh
@ngocanh06ms
Deal Support for Funds & Founders. Clear Docs. Solid Data Rooms. Smart Coordination.
Robert Ericsson
@robertericsso13
mirtillo lampone
@lampomir
James Horn
@hornticker
Rachael Camp, CFP®
@camp_wealth
I create financial plans to help you secure 'work optional' status. | Co-host of Becoming Work Optional pod | Owner of Camp Wealth | Tweets ≠ advice
Curtis Fessler
@fessler_curtis
johnbong
@jordan70859478
Clark Jeffries
@clarkjeffriesfp
Fighting against bad financial advice online. Finance Professional.
Quantum Private Wealth Management
@quantumpwm
Quantum Private Wealth Management
Offshored Accounting
@offshoredacct
Saving accounting, bookkeeping, CPA and CFO firms money by offshoring services
Cody Gunn, CFA
@codygunnadvisor
Cody Gunn | Financial Advisor | Helping retirees grow and protect their wealth. Founder of Arrowstone Wealth.
Akhil Patel
@akhilpatel23355
Ryan Williams
@ryanwil80688433
Just Summit
@just_summit
Get smarter about investing in 2 min/day → justsummit.ai. AI-driven summaries of the latest financial insights. 📈 💡
Sawyer May
@sawyermmay
Building a Financial Advisory Book Financial Advisor @ Point Sur Advisors Securities offered through LPL Financial, Member SIPC sipc.org
1 of 1
@studyandgrow_
Michael Delgass
@delgassmichael
Martin Johnson
@mj5838376321786
Google,Inc
Jeff Antle
@8sbiters
Diana
@sshoasnwcimwp
Don't tell your friends your secrets, because your friends also have friends x.com
CJ Stermetz
@cj_stermetz
I write articles, build online tools, and advise people without AUM fees | Founder of @Equity_FTW | CFP®, CEP Tweets != Advice
Suzy
@saresleaufathh
Suzy
@scerdeeshzjy
Outlook
@outlookplans
One (or two) page financial plan builder, coming soon
Freedom Wealth Advisors
@freedomwealthnm
Providing Clarity, Confidence, & Freedom through holistic wealth and financial planning | Northwestern Mutual Private Client Group
finn (🔧⚒️)
@finndevops
vibecoding to 50k mrr. 29 🇷🇺 🇺🇸, supporting & pre-seed @conviction @villageglobal // CES 26' 🌁 prev @ heatmap.com — building ecom b2b saas. 🌱
l4ughbattery
@l4ughbatte77029
Jacob Rieger, CFP®
@jr_vaultis
Vaultis Private Wealth; We shape portfolios around true financial planning: tax oversight, estate guidance and life's priorities with our Dynamic Advisory Fee.
Morgan Ranstrom, CFA, CFP®, CEPA®
@morganranstrom
For Entrepreurs: Business + Wealth + Purpose + Family Published Author of 'Money with Purpose: Receive the Dividends of an Undivided Financial Life.'
Marvin Bontrager, Ph.D.
@mbontrager5
Promoting the pursuit of learning & financial education. | Consumer of iced coffee & sweet tea. | RT/Likes ≠ Endorsement. | Views are my own.
seif abdallah shukaili
@seifmgcl
القطة التي تعرف قيمتها لا تستطيع أن تأكل الفأر الحامل.
Ian Weiner, CFP®, CEPA®
@ianweiner90
Wine Enthusiast turned Financial Planner, or Financial Planner turned 🍷 Enthusiast? Tweets ≠ Advice (I’m a Planner, not YOUR Planner)
Samantha Russell 👩🏼💻
@samanthatwenty
Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Travis Gatzemeier, CFP®
@t_gatzemeier
Outdoorsman | Biz owner | I help entrepreneurs and stock-compensated professionals create financial independence
Mark Mersman
@markmersman16
Husband, Girl dad, Marketer, Author, Speaker, Consultant, (former) nationally syndicated radio show host, Content guy, financial planner