
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

Andrew Wilkinson
@awilkinson
Co-founder of Tiny w/ @_Sparling_. We own @Dribbble, @Serato, @Letterboxd, @AeroPress, and 35+ other wonderful companies. Author of Never Enough.
Todd B.
@hitsman
Product lead for YouTube homepage and recommendations since 2014. Opinions are my own, not my employer's.
Daniel Priestley
@danielpriestley
Founder of @DentGlobal & @itsScoreApp | Entrepreneur of the Year | 6x business books | Multiple 7 & 8 figure ventures/exits | Mission to develop entrepreneurs.
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.
ROBERT SOFIA
@robertsofia
CEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too
Nathan Barry
@nathanbarry
Founder & CEO at @Kit - the operating system for creators who mean business: kit.com
Matt Schnuck
@mattschnuck
Founder helping founders unlock potential | 10x founder, 3 exits | Follow for posts about Inflections in business and life.
Ron Bullis
@ronbullis
CEO and Co-Founder of Lifeworks Advisors.
Steve Chen 🇺🇸 🚀
@newretirement
Account run by the founder of Boldin (formerly NewRetirement), which offers Financial Planning and Management as a Service ☁️😊
Mikey Taylor
@mikey_tay1or
President of Commune Capital •Private Equity RE Fund Manager - $315M AUM •Mayor Pro Tem (Thousand Oaks) •Life With Mikey Podcast
Rohin Dhar
@rohindhar
San Francisco real estate agent (DRE #02237476). Real estate investor in Sonoma, Kauai, Taos, Mt Hood, Yosemite, Asheville properties. Alum: Stanford GSB,YC
Nick Gray / How to Make Friends
@nickgraynews
I started and sold 2 companies: Museum Hack and FDS Avionics. Now I write, host events, invest, and meet interesting people // TriPeak.com
Ben Carlson
@awealthofcs
Trying to bring some common sense to the world of finance. Book: amzn.to/1FmQOXf Podcast: awealthofcommonsense.com/podcast/
Shaan Puri
@shaanvp
I'm an idea dealer
FS
@farnamstreet
Order the NYT Bestseller Clear Thinking today: fs.blog/clear 🎙 The Knowledge Project Podcast 📩 Brain Food (fs.blog/newsletter)
Shawn Sparks
@shawncsparks
Triad Partners | Author of 'The Advisor Transformation' (Now Avail @ AMZN) | Get 1st 3 Chapters FREE👉 theadvisortransformation.com
Paul Graham
@paulg

Vishal Khandelwal
@safalniveshak
I write at the intersection of money and life, make art to simplify the world around, and try to be useful.
Paddy Galloway
@paddyg96
I grow YouTube channels. 10 billion+ views generated. 10+ years of experience. Worked w: @Jesser @MrBeast @RedBull & many more. Building a YouTube accelerator.
James Clear
@jamesclear
Author of the #1 NYT bestseller Atomic Habits (atomichabits.com). I write about building good habits. Over 3 million people read my 3-2-1 newsletter.
David Perell
@david_perell
"The Writing Guy" | Jesus-Follower | Host: How I Write Podcast | I tweet about writing, AI, and creativity | My writing: perell.com
DAN KOE
@thedankoe
the mind, the future, the internet @kortexco read purpose & profit thedankoe.com/purpose
Jason Wenk
@jasonwenk
Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
Morgan Housel
@morganhousel
@collabfund, author, director at Markel Group. Full-time reader.
MATT GRAY
@matt_gray_
“The Systems Guy” | Proven systems to grow a profitable audience with organic content. Founder & CEO @founderos
Sahil Bloom
@sahilbloom
NYT Bestselling Author of The 5 Types of Wealth. Gave up a grand slam on ESPN in 2012 and still waiting for it to land. Order my book below 👇
Brian jung
@thebrianjung
2M+ YouTube | Building @_kaizentrading
Streamline
@streamlinefin
taking the chaos and complexity out of your financial future
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
Nicolas Cole 🚢👻
@nicolascole77
On a mission to build the world’s leading writing education business. | Co-Founder Premium Ghostwriting Academy, Ship 30 for 30, Typeshare. | Author of 10 books
Taylor Schulte, CFP®
@definefinancial
Define Financial • @Investopedia Top 5 Advisor • Co-Founder @TheAdvisorGC • Stay Wealthy Retirement Podcast
Joe Duran
@duranmoney
Husband, father of 3 daughters, risk-taker & yogi, inspired by motivating discipline & change. Improving the world of wealth and fintech.
Ruben Hassid
@rubenhssd
Founder of easygen.io - bootstrapped
Rowan Cheung
@rowancheung
Founder of the world’s most read daily AI newsletter @therundownai. Sharing the latest developments in the world of artificial intelligence.
Patrick OShaughnessy
@patrick_oshag
backing people pursuing their life’s work @psumvc 🟣 @joincolossus 🎙️
Peter Zeihan
@peterzeihan
Geopolitical strategist, speaker, author. Join the Patreon → linktr.ee/zeihanongeopol… - NYT Best Seller - zeihan.com/end-of-the-wor…
George Mack
@george__mack
I think agency might be the most important idea of 21st century. Read my essay 'High Agency' at highagency.com
Raoul Pal
@raoulgmi
Founder/CEO Global Macro Investor, @RealVision. Figuring things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru. Get free RV access (click 🔗)
Nature is Amazing ☘️
@amazlngnature
Animals 🐿️ Nature 🦋 Discovery 🦖
Benjamin Brandt
@retiremeasap
On a mission to help 1,000,000 people retire! Dadx6, Reluctant Exerciser (Tweets≠advice)
Mario Joos
@mariojooss
Retention Director for the largest YouTube channels - Working With Multiple 100M+ Subscriber Creators
Derek Notman
@dereknhnotman
Founder using AI to enhance human connection | Loving Husband | REBL Dad | Dadpreneur | Dislike Ties | Love Flip Flops & Surf | ♥️Travel | @Delta Million Miler
Podcast Notes 🗒️
@podcastnotes
The best ideas from the world's best podcasts, in minutes Monday Newsletter: podcastnotes.ck.page/f7f3df6597
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
Alvaro Cintas
@dr_cintas
Educating about AI, Cybersecurity and Technology | Professor | PhD in Computer Science & Engineering | 👨🏫@therundownai
Jakob Greenfeld
@jakobgreenfeld
Get inspired: Brainstorms.substack.com Get help: jakobgreenfeld.gumroad.com/l/consult Validate your project: ValidateB2B.com Grow: Sales.co
Ravi Saroj
@mindsetreading
📈 Growth Mindset | 📖 Self Improvement
Alex Finn
@alexfinnx
Built a $300,000 ARR app by myself. Built a media empire with a 9-5. Dominate X with Creator Buddy, the world's greatest AI content tool: creatorbuddy.io
Alex Hormozi
@alexhormozi
Day Job: I invest and scale companies at Acquisition.com | Co-Owner, Skool. Side Hustle: I show how we do it. Grab my audiobooks here (free) ⬇️
Jeremy Lee Miner
@jeremyleeminer
Official Account WSJ Best Selling Get the black book of questions⬇️
John Rush
@johnrushx
I run the most automated org on earth, using the AI Agents I built. @unicornplatform @indexrusher @listingbott @seobotai tinyadz.com 24 startups → johnrush.me
Jacob Turner
@thejacobturner
I help athletes & entrepreneurs build and protect wealth @momentwealth | My kids don't believe I played MLB | Tweets ≠ Advice
Richard the Youtube strategist
@richard_yts
Worked for MrBeast as content strategist and many more! I help Youtubers optimize their content strategy saving you 100s of hours. Co-founder of @1of10media
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
David Senra
@founderspodcast
Learn from history's greatest entrepreneurs. Every week I read a biography of an entrepreneur and find ideas you can use in your work.
Daily Stoic
@dailystoic
Stoic wisdom for everyday life. Sign up for our free daily email and our New Year, New You Challenge:
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
Reads with Ravi
@readswithravi
“A little bit of DAILY READING goes long way.”📚 📖 ☕️ || Book Review, Lessons, Recomm, & Wisdom || Engineer 👨💻 Solutions Architect - Data Storage