Meg Bartelt, CFP®, RICP®, MS (@megbarteelt) 's Twitter Profile
Meg Bartelt, CFP®, RICP®, MS

@megbarteelt

Financial planner. I help early/mid career women/med in Finance build wealth through Copy trading... and then protect and use that wealth retire early.

ID: 878731441269424128

calendar_today24-06-2017 21:47:56

1,1K Tweet

36,36K Followers

1,1K Following

Meg Bartelt, CFP®, RICP®, MS (@megbarteelt) 's Twitter Profile Photo

AI notetaking output is every bit like that try-hard in 11th grade English class, using dollar words in every single instance where a dime word would suffice. I HATE this kind of writing.

Meg Bartelt, CFP®, RICP®, MS (@megbarteelt) 's Twitter Profile Photo

I think that YouTube viewership skews heavily male. (Just heard the stat 65% men, 35% women.) Does that make it *less* of a good marketing platform for women advisors? Or at least, advisors who want to/expect to attract women clients? kendrarockslife Any opinions?

Meg Bartelt, CFP®, RICP®, MS (@megbarteelt) 's Twitter Profile Photo

More lessons from taking up weightlifting: I have gained weight since I started 4 months ago. (not a big deal) Mostly it brings into sharp focus the VERY different notions that the general culture & the weightlifting community have about women's weight and what is desirable...

Meg Bartelt, CFP®, RICP®, MS (@megbarteelt) 's Twitter Profile Photo

What is making my day feel great? We're planning to go to Olive Garden for dinner tonight. I think I haven't been in ... 6 years? And there's something so gratifying about it. Plus, no meal planning, cooking, cleaning for anyone!

Meg Bartelt, CFP®, RICP®, MS (@megbarteelt) 's Twitter Profile Photo

Possible question for prospective clients to ask prospective advisors: What part of my financial situation do you NOT have expertise in? (Inspired by a prospect who has ex-pat issues, which I have no experience in. But an equally inexperienced advisor was perfectly happy...

Meg Bartelt, CFP®, RICP®, MS (@megbarteelt) 's Twitter Profile Photo

Food pics seem passé at this point, but I have just eaten a red kiwi for the first time, and it is about the prettiest food I've ever seen (the centers are even redder in real life). It's nice when food makes you slow down and appreciate mother nature's ingenuity.

Food pics seem passé at this point, but I have just eaten a red kiwi for the first time, and it is about the prettiest food I've ever seen (the centers are even redder in real life).

It's nice when food makes you slow down and appreciate mother nature's ingenuity.
Meg Bartelt, CFP®, RICP®, MS (@megbarteelt) 's Twitter Profile Photo

You ever meet someone for the first time, talk with them, and just think, "Wow, they seem Really Competent." I love meeting those people. (in this case, my 2nd not-good-fit prospective client of the day :)

Meg Bartelt, CFP®, RICP®, MS (@megbarteelt) 's Twitter Profile Photo

You ever have prospective clients whom you like largely because they remind you So Much of yourself and your husband, just 20 years ago? And not only because the H sports a mustache. Although that IS a large part of it...

Meg Bartelt, CFP®, RICP®, MS (@megbarteelt) 's Twitter Profile Photo

As a word nerd (read: extra judgy) I ❤️ seeing these overused words called out. They're the marketing analog to sarcasm (instead of "the lowest form of wit," it's "the lowest form of copy"). Enable Empower Ensure (ht kendrarockslife)... your day of reckoning has hopefully come.

As a word nerd (read: extra judgy) I ❤️ seeing these overused words called out. They're the marketing analog to sarcasm (instead of "the lowest form of wit," it's "the lowest form of copy").

Enable
Empower
Ensure (ht kendrarockslife)...
your day of reckoning has hopefully come.
Meg Bartelt, CFP®, RICP®, MS (@megbarteelt) 's Twitter Profile Photo

While everyone’s finances are complicated (if nothing else, because their lives are complicated), there’s actually a fairly short list of reasons that people reach out to us, to work together. Here are our top 11 at Flow. This week's blog post.

While everyone’s finances are complicated (if nothing else, because their lives are complicated), there’s actually a fairly short list of reasons that people reach out to us, to work together.

Here are our top 11 at Flow.

This week's blog post.
Meg Bartelt, CFP®, RICP®, MS (@megbarteelt) 's Twitter Profile Photo

I was talking with my husband about MichaelKitces and behaviorgap 's recent podcast episode about "fee confidence." He came up with the idea of "Big Fee Energy." (I don't know whether "big" modifies "fee" or "energy.") I share it with you because d*ck jokes are funny.

Meg Bartelt, CFP®, RICP®, MS (@megbarteelt) 's Twitter Profile Photo

Fiserv ($FI) surges 18% YTD, Royal Caribbean ($RCL) breaks out at 225, TradeStops signals green on both. Ideas Lab loves their momentum. Art Hogan lock gains with 5% stops investors.com/research/best-… #TradeSmarter