Ever had a networking convo that made your day?! That’s what happened to me today after chatting with justincastelli...oh the stuff he’s cookin!! Just you wait #fintwit!

Can't wait for the @wealthstackconf Stack Stadium Showcases! I'll be MC'ing the events so make sure to join us! YCharts @Advicent Daniel Crosby Function4 Portformer | Portfolios. Made Better. altruistcorp Halo Investing @HeliosQR Koyfin Harness #wealthstack #fintech

Come on, Forbes. If your methodology produced only one woman out of the 100 most innovative leaders, obviously you should have challenged it rather than publishing it. forbes.com/lists/innovati…

Here we go!! @wealthstackconf Alex Chalekian

It’s happening!!! @advicentcoo @wealthstackconf @startupofme

I’m not sure what’s happening @wealthstackconf but I’m pretty sure I just signed a 50 year contact with @advicentcoo. I don’t even own an #RIA. I hope DJ SKRIBBLE gets half the commission. I blame @ReformedBroker for all of this. #WealthStack

A big shout out to @FiCommPartners and @megan_ficomm. Transparency through story and example. Imagine that! So excited for great things to come!

Don’t just “network”. Foster relationships to learn and grow. That’s exactly what Daniel Crosby did and I am so grateful! After connecting at #wealthstack this showed up in my mailbox 🥳. THANK YOU!!! #tulip #fintwit

I love financial planning!!! #FPAAustin FPA of Austin

READ THIS. I don’t care who you are or who you think you are. We are all learning. Here’s the guidebook. #fintwit #aware

“It’s not about Fisher. It’s about our industry.” Thank you Sonya Dreizler

A great recap of 2019 - check it out!

Hey Spotify Spotify USA my account got hacked one week ago and I have yet to hear back from anyone from your team. Opened 2 tickets...crickets. In today’s age of data security and cyber threat I expect better. #spotifybebetter

Be there! Sheryl Hickerson 🙋🏼‍♀️ Alex Chalekian Sean Kruzel Tyrone V. Ross Jr.

Using tech the best way possible! Thank you Inside ETFs+ for allowing me to video in a panelist today!!!

Grateful for the opportunity to be a part of Craig Iskowitz podcast!!! #ItzOnWealthTech #wealthtech

"Is my tech stack good enough?” is one of the questions #RIAs are asking during the #COVID19 crisis. Find out how Kristen Schmidt is answering this on our #podcast @RAlexJimenez Spiros Margaris MichaelKitces Aaron Klein 🇺🇸 wp.me/p4Vi9D-43E

given its importance, it feels like advisors should be spending a whole lot more on their crms. Like, if you double or even triple my fee can this be more than a glorified Rolodex? To be clear the fault is ours as well - advisors are cheap.

The countdown to the 2022 eMoney Summit starts now! Don’t forget to join me virtually from Oct. 17 - 19 for this panel discussion, Bridging the Gap, to learn how to bridge the gap between your services, expertise and expectations of your clients using technology #eMoneySummit2022

RIA Tech stack management! Learn quick tips regarding the ever changing tech stack assessment process of RIA's. A big thanks to the team at eMoney Advisor for the opportunity to document actionable solutions for today's firms. emoneyadvisor.com/blog/is-there-…