AdvisorsUNITE

Uniting Financial Advisors to learn more about acquisitions, succession planning and innovation. Join your fellow advisors! #AdvisorsUNITE

[AdvisorsUNITE @Advisors_UNITE]

It's time https://t.co/Rz7QGFA9aL

[Jason Wenk @jasonwenk]

It’s been an incredible year, and we’re just getting started. I’m excited to share our Series D funding (and prev undisclosed C), enabling us to build the ultimate custodian for RIAs. We can change financial advice for the better, together.

[Jason Wenk @jasonwenk]

Breaking news from #T32023 🗞️
@altruist has acquired fellow RIA custodian @SSG_Inst. Read about it here, and at leading financial journals throughout the day. @FinTechie @t3techhub @BobVeres https://t.co/T5Bp7fBWB6

[Jason Wenk @jasonwenk]

Big day for my @altruist team, our advisor partners, and the entire RIA community. Altruist is officially launching self clearing. Love you all ♥️
https://t.co/SwjbFryHGE

[Altruist @altruist]

Major news alert! Today we announce Altruist Clearing, the first all-in-one self-clearing custodians exclusively built for RIAs. 💥

[Onyx Advisor Network @OnyxAdvisors]

We are happy to announce our team of ambassadors for 2023! These amazing individuals are joining us to spread the Onyx Mission and advocate for a more inclusive financial service industry!

[Onyx Advisor Network @OnyxAdvisors]

March is right around the corner, can you believe it? Our fireside chat guest speaker is Brian Portnoy founder of Shaping Wealth. Excited to have him speak to Onyx members! If you would like to learn about Onyx and our Fireside Chats & Workshops: https://t.co/YCbpVCswQK

[Futurvest @Futurvest]

So proud of what our team has accomplished in the first year. To celebrate our first birthday, we are giving away lifetime Launch Membership ($264 annual value) to the first 100 individuals who reply "launch" to this post. 🚀

[Financial Planning @finplan]

Any #financialadvisors seeking to boost financial literacy among Americans will find a willing collaborator in @AlexChalekian. In this video, he explains how you can get involved. https://t.co/SM88XxNn6P

[AdvisorsUNITE @Advisors_UNITE]

Happy New Year Advisors!

Join @behaviorgap next week for a 5-day experience that will challenge you to reconsider each step in the journey your clients take. You'll get an email from Carl each day with videos, insights, tips, and tactics.

https://t.co/jmnlfdkiPm

[Altruist @altruist]

Advisors, join Altruist CEO @jasonwenk for an exclusive webinar on New Year Planning next Wed at 10am PT. He’ll be sharing an actional breakdown on how advisors can achieve exceptional growth this year. Register now: https://t.co/SxnWZOphYR

[Altruist @altruist]

Advisors, join us next Thursday at 11:00 a.m. PT for a webinar with @Wealthbox + Altruist to learn how to maximize the integration and serve your clients better. Register now below 👇

[Samantha Russell 👩🏼‍💻 @SamanthaTwenty]

In the coming months, what you see when you 🔍search for something on Google might be VERY different.

Here's what's happening... and why it matters for how you market your business 👇

[Wealthbox CRM @Wealthbox]

📣 New Webinar Announced! Join @Wealthbox + @trustandwill to learn more about the integration. Sign up here 👉 https://t.co/HpX3JNs4rK

[Altruist @altruist]

We’re happy to share a new limited-time offer! Introducing The Advisor Tech Collection: get access to @Wealthbox and @RightCapital on us. It's one more way that we’re making financial advice more affordable by helping you spend less on tech. Learn more: https://t.co/FufcoQ8Mxp

[Taylor Schulte, CFP® @DefineFinancial]

Big thanks to @danielcrosby for having me on the Standard Deviations pod (live from San Diego!).

We talked about:

-The fear of hitting publish (h/t @behaviorgap)
-Building effective marketing funnels
-Tactics vs strategy

Check out the episode👇https://t.co/yQIYm5C72Q

[justincastelli @jus10castelli]

Attn: @FutureProofAC-goers. Will you be getting into Huntington Beach Saturday? If so we have 10 complimentary tix to our @theadvisorgc event from 1-4 PM.

No sales pitch, we promise. We just like hanging with great advisors.