🎉 Prepare to be amazed by our extraordinary upcoming guest speaker, Libby Greiwe🎙 ChFC, RICP, FIC! 🌟 With over 21 years of industry experience and as the Founder of The Efficiency Advisor, Libby brings an abundance of knowledge to the table. She has su…lnkd.in/gFCTEyFh

“You must be bold. Nobody is going to advocate for you." Career Path Succession Planning: Increasing Diversity in Management C-Level Positions” is packed with info from Marwa Zakharia, Eric Negron, Kimberly Papedis, and Tina Powell. Watch it here! youtu.be/OKNf-sdMbsA

Day 2 of 366 in that get fit before 40 plan 🦍 #atx #fatherfigure #byedadbod

Definitely worth a read today… you have the ability to change someone’s life 🙏

Read all the books to make you as healthy as you want to be, as wealthy as you want to be, as prosperous, as unique a human being as you want to be - Jim Rohn

Their are other financial advisor CRMs out there that have a university and 1-800 number because it’s so complex. There is a better way, a CRM ready to go fresh out the box 📦 👇 Wealthbox CRM

Expand your mind ... read good books, surround yourself with life long learners , value experiences over things and you’ll change your life. Romans 12:2 - Do not conform to the pattern of this world, but be transformed by the renewing of your mind.

For those of you doing email newsletters…. Joe Moss has been hyping up beehiiv 🐝 and we currently use Flodesk … Can Beehiv do email nurturing? Or should that be an entirely separate platform? Thank you for sharing you insights. #atx #newsletter #emailmarketing

At the Texas Capitol with the kids #history #saturdayafternoons

What were your top reads in 2023? What’s sitting in your stack to read for 2024? #reading #books #growthmindset

Truth Bomb - Episode #1 x.com/i/broadcasts/1…

Truth Bomb - Episode #2 x.com/i/broadcasts/1…

Truth Bomb - Episode #3 "Is AI taking over financial advice? Not so fast!" x.com/i/broadcasts/1…

Truth Bomb - Episode #4 "Are you losing clients because they don't understand your financial jargon?" x.com/i/broadcasts/1…

Truth Bomb - Episode #5 "Stuck with the wrong clients? You're not alone!" x.com/i/broadcasts/1…

Episode #6 Daily Truth Bomb - Financial Advisors stop struggling with content creation! Your clients are giving you gold, but are you missing it? x.com/i/broadcasts/1…