James Werner, CFP ®️
@jalllenwerner
Where else can I engage in meaningful industry content, debate the merits of brussels sprouts and $5 lattes, and communicate via meme?
ID: 2528752777
http://waverly-advisors.com 28-05-2014 01:17:09
91 Tweet
51 Followers
119 Following
The pre party was real ;-) the after party was me in bed by 10 to make sure I’m in rested and ready for the Private Session for Snappy Kraken top clients today. I promised ROBERT SOFIA I’d be there with bells on 🔔 but he doesn’t know there will he 🕺 in todays session.
What a great AM session thanks for all the insight Marvin L. Mitchell - great stuff!! Anybody else have an employee tattooing the company logo on their body? #joltconference
Matt Halloran James Werner, CFP®️ @mistylynchcfp Great turnout. Shout out to Matt Halloran for his excellent moderating. Honored to share the stage with @mistylynchcfp & James Werner, CFP®️, both provided amazing info!
The #joltconference has come to an end and now we're counting down the days until next year! ⏳ The Mobile Assistant 💬🐘 rebrand was definitely a highlight of our trip! On #OTC episode 15, Corey Westphal shares his team's vision for the rebrand 🐘⬇️ podcasts.apple.com/us/podcast/on-…
That’s quite the rundown Ron Bullis and yes PENNY PHILLIPS I’d love to see an example of the letter. To me what set #joltconference apart is that you could go from teacher to student to collaborator in 4 hours. I’ve never been on so many opposite sides of one on ones.
I had a blast chatting with our @osventuresllc head of Infinite Media vertical Liberty 💚🥃 ! His taste and curatorial skills are off the charts, so not quite sure how he let me slip through 😜
Love this! Thank you for covering #joltconference and making the great recap video Bill Winterberg, CFP®️. Was great to have you with us!
Happy Mother’s Day to the best mom ever. Beautiful, smart, always the life of the party and the rock that holds our family together and brings joy to all that we do. We love you 😘 Cristy Werner
#NBADraftLottery Dallas Mavericks 3%
The Weak Knights doing a lil Blackstreet
Welcome Jason Lahita to the pod! If you are struggling to take your bus to the next level - Jason and StreetCred PR stand ready. If you are struggling personally - take a listen - anxiety doesn’t let up or discriminate - shout out to PENNY PHILLIPS who always seems to make the pod.
"People hate to be sold, but people love to buy." - Jason Lahita - Tune in and unlock the secrets to leveraging media opportunities for ultimate success ----> pod.link/1586207971/epi… - James Werner, CFP®️ , #success #pr #wealthmanagement #wealthpodcast
Co-founder of Silicon Hills Wealth Management, James Werner, CFP®️, discusses the challenges and opportunities advisors face when it comes to engaging their clients. #JoltConference
.Gavin Spitzner, you are dearly missed by the #fintech and #fintwit communities. Can't believe it's been 6 months since you passed. Much love, amigo! ❤️🙌🏼🙏🏻