Amy H. Burdge

A fractional marketing resource whose core values align with RIAs. Learn more at

[Amy H. Burdge @AHBurdge]

@kzieff Hey, @kzieff, check your messages. I have someone if you're still looking.

[Amy H. Burdge @AHBurdge]

@kzieff I'm checking with "my guy." Hold, please. 🔨

[Amy H. Burdge @AHBurdge]

@kzieff Oh, Goose. 💔

[Amy H. Burdge @AHBurdge]

@RetirementRisks Come to STL, and let us show you why we should be in the top 5, if not #1. #GastroTour

[Amy H. Burdge @AHBurdge]

Tax day has come and gone. Who's feeling like there's room to take a breath?

This ⬇️⬇️⬇️ is today's priority.

I hope you enjoy the silence, too. 🧘‍♀️

[Amy H. Burdge @AHBurdge]

If you're an #advisor struggling with growth, are you trying to do too much?

Take a breath.
What can you automate?
What can you outsource?
Are you making the most of your tech stack?

You can take purposeful action to replace struggle with mastery.

#HotTakeTuesday

[Amy H. Burdge @AHBurdge]

@kzieff @BankofAmerica The inconvenience you didn't know you needed.

[Amy H. Burdge @AHBurdge]

@leidengcfp Oh, good God. As if a 2-way email weren't bad enough. You are one strong woman!

[Amy H. Burdge @AHBurdge]

After the egg hunts, Burdge Easter Olympics, and lots of family-time merriment, it was nice to take a deep post-holiday breath and quietly enjoy the double original @brassburgerstl at @urbanchestnut with my #1.

#CantTalkEating

[Amy H. Burdge @AHBurdge]

@PeterLazaroff Negotiate your salary.

[Amy H. Burdge @AHBurdge]

📣 Hey, advisors! If clear, efficient, and consistent client engagement is top of mind, register for the @FpPathfinder and @SnappyKraken webinar.

You'll learn something that will make your life easier.

The link to sign up is ⬇️⬇️⬇️

[fpPathfinder @FpPathfinder]

Join us and @SnappyKraken for a webinar featuring best practices for introducing guides to clients. Advisors will share their tips and tricks, and you'll learn how Snappy Kraken makes it easy.

➡️https://t.co/Gz2lPihYhH

#fintech #clientengagement #advicers

[Amy H. Burdge @AHBurdge]

@jchez52 @MattSebek @BalkanTreatBox @steveshotdogs This was a topic in our house, too.

[Amy H. Burdge @AHBurdge]

@kzieff ... and STL loves you and Crown Candy Kitchen right back. ❤️

[Amy H. Burdge @AHBurdge]

@MattBakerSTL @stlCITYsc all the way!

[Amy H. Burdge @AHBurdge]

Have you even SEEN the Common Annuities summary guide from @fpPathfinder? If you're fielding annuity questions from your clients, I recommend doing whatever it takes to add the summary guide to your tool box.

[fpPathfinder @FpPathfinder]

🚨 In case you missed the new releases of the past 3 months, you can find them here: https://t.co/n4N3xWWRaY. Click the NEW tag to find exactly what you're looking for!

#Taxes #Annuities #RothIRA

[Amy H. Burdge @AHBurdge]

@PeterLazaroff When I was in a client development role with an RIA, I observed (time and again) that financial plans offered partners / spouses / families transparency and ultimately a sense of equity in the "knowing." #BigFan

[Amy H. Burdge @AHBurdge]

@carolinebikes Yes, and looking back AP credit was mostly about bragging rights. In the big picture, those experiences informed the expectations I hold for myself decades later.

[Amy H. Burdge @AHBurdge]

After your prospects become wealth management clients, what's your #1 favorite way to nurture them so they grow?

#advisors #marketing

[Amy H. Burdge @AHBurdge]

My favorite burger and my favorite beer will all be available on my favorite Biergarten's patio starting March 1. We're living in good times thanks to @GerardFCraft and @urbanchestnut. #BrassBurgerandZwickle

#STL #EatLocal

[Gerard Craft @GerardFCraft]

Big news and we are so excited!