Good seeing @planningbeyond Lindsay Troxell at #joltconference ROBERT SOFIA Snappy Kraken - early morning greeting

Words and phrases that impress you more than your clients: •Fiduciary •Fee-Based •Wealth Management •Comprehensive •Customized •Holistic •Financial Planning •Risk Management •Volatility •Asset Allocation •Goals-Based •Best Interest

What has our SHIFT community been up to this month? Check out our latest newsletter featuring Dr. Brandy Baxter, AFC, FFC and Heather Fortner! PLUS: new resources from Ross Marino, CFP®, CeFT®, Lindsay Troxell, Stoy T Hall, CFP®, Larry Sprung, CFP®, CEPA®, Hal Hershfield, & Carl Richards! 📬 conta.cc/3TSfhp4

Thanks Colorado Financial Planning Association (FPA) for having me speak at yesterday’s practice management summit. It was so much fun being back at Janus Henderson with all of my friends. Thanks to the beautiful Julie Johnson XY Communication-😎 for snapping this picture. Can’t wait for our co-presentation @ #Shift

Healthy Super Bowl spread!

It pays to carpool! #BestSpotInTheLot #Alta

Great visit with MonumentWealth today. Thanks for your partnership. Love the office!

David B. Armstrong, CFA is the top rated speaker at the Top Teams meeting. Way to go! LPL Financial MonumentWealth

Congratulations David B. Armstrong, CFA of MonumentWealth for being ranked #1 speaker at the Top Teams meeting! LPL Financial

Hiring can be tricky, are you missing out on good candidates? bit.ly/1iUycXJ Inc.

Is your succession plan a fiduciary breach? bit.ly/1l8vrGp | by Matthew Cooper of Beacon Pointe RIA

A great infographic on ideal #office space - check it out! x.com/dailymuse/stat…

"Why Great Salespeople Never Sell Anything" by @yourmktingsucks on LinkedIn linkedin.com/today/post/art…

IQ may be hard to coach, but EQ and CQ can be developed s.hbr.org/1nDy3aB

Quoted in today's The Wall Street Journal article talking about #EventStrategy for #FinancialAdvisors. Thanks, Veronica Dagher! x.com/veronicadagher…

It was so much fun getting to moderate this panel of rock stars! Thanks Michael Nathanson Alan Moore (He/Him/His) @KateHealy_TDA J.D. Bruce #NationalLINC #NextGen x.com/katehealy_tda/…