Dave Masterson

@Yankees Fan | Trivia Junkie | History Nerd | Theater Lover | @Twitter Newbie | Head of RIA Channel Development for @CitywireUSA

[Brian O'Neill @brianoneill13]

Shoutout to @Garlandgoeswest @DavidDMasterson and the @CitywireRIA team for an amazing DC retreat. Looking forward to more!

[Courtney McQuade @CourtMcQuade]

‘If you don’t have a company or a culture where a diverse person will feel comfortable and thrive, please leave them alone, don’t bother hiring them’ says Tiffany Hawkins of @MomentumAdvice

#CitywireRIA

[Courtney McQuade @CourtMcQuade]

‘We don’t celebrate metrics, we celebrate milestones. And not just for our clients, but for our team members as well.’ Says Kate Asack of Timescale Financial

#CitywireRIA

[Courtney McQuade @CourtMcQuade]

‘The two important questions we ask a candidate is what was one of the ways you’ve gone above and beyond for a client, and “what’s your why” - what gets them out of bed in the morning’ says Kate Asack of Timescale Financial

#CitywireRIA

[Courtney McQuade @CourtMcQuade]

Over the years, this industry has not been welcoming to diverse people, so when you’re looking to hire diverse people, look for attributes other than a long history in the industry. Are they good with people? Are they willing to be coached?

Says Tiffany Hawkins
#CitywireRIA

[Courtney McQuade @CourtMcQuade]

Am I having fun at #ExchangeETF? What do you think?

@followtheh @IanWenik

[Dave Masterson @DavidDMasterson]

@HaitiToChina @CourtMcQuade @followtheh @IanWenik @ShawnaOhm @MitchHFPR @lady__bost @anthonystich @tinacpowell @exchangeETF @johnellert @ToddRosenbluth It was a great time with some really lovely folks down in Miami! I’ll be down in DC in a few weeks for Citywire’s DC conference, let’s definitely catch up if you’re around!

[Dave Masterson @DavidDMasterson]

@lady__bost @HaitiToChina @CourtMcQuade @followtheh @IanWenik @ShawnaOhm @MitchHFPR @anthonystich @tinacpowell @exchangeETF @johnellert @ToddRosenbluth Likewise Jess! Really a delight to meet you, and may I say, you have excellent taste in hats

[Dave Masterson @DavidDMasterson]

@HaitiToChina @CourtMcQuade @followtheh @IanWenik @ShawnaOhm @MitchHFPR @lady__bost @anthonystich @tinacpowell @exchangeETF @johnellert @ToddRosenbluth Rogan!!! How are you my friend?! You’re a pretty cool cat yourself brother

[Dave Masterson @DavidDMasterson]

@CitywireRIA @johnellert @exchangeETF @CourtMcQuade Johnny couldn’t have said it better: no sailboats, no lighthouses, and possibly rethink the color blue in general 😂

[Courtney McQuade @CourtMcQuade]

Oh hiiii @exchangeETF friends!

#exchangeetf @DavidDMasterson

[Citywire RIA @CitywireRIA]

Do you you allocate any of your client portfolios to #crypto?

What exactly does ‘financial freedom’ mean?

We asked @RyanKruegerROI and @jacksonwoodHQ, find out what they had to say.

#ExchangeETF @exchangeETF @DavidDMasterson

[Citywire RIA @CitywireRIA]

How can advisors differentiate themselves? @johnellert shares his best tips with @DavidDMasterson at #ExchangeETF.

@ExchangeETF @CourtMcQuade

[Citywire RIA @CitywireRIA]

.@bpsandpieces tells us the trends he’s seeing at the event, some of the challenges advisors are facing, and more - with @CourtMcQuade at #ExchangeETF.

@exchangeetf @DavidDMasterson

[Courtney McQuade @CourtMcQuade]

Great to see you @lady__bost!

[Courtney McQuade @CourtMcQuade]

It’s not just financial planning, it’s LIFE planning - great to see you @ricedelman!

#ExchangeETF @exchangeETF

[Dave Masterson @DavidDMasterson]

.@CourtMcQuade and I are having a great time interviewing advisors at @exchangeETF! Come by and say hi! We’re set up by the registration desk! #exchangeetf

[Citywire RIA @CitywireRIA]

. @NateGeraci shares his key takeaways from the event with @DavidDMasterson here at @exchangeETF.

@CourtMcQuade #ExchangeETF

[Dave Masterson @DavidDMasterson]

“The superpower of the modern advisor is empathy” @exchangeETF @brianportnoy @emilesmattingly #exchangeetf

[Courtney McQuade @CourtMcQuade]

.@DavidDMasterson and I want to meet you!

#ExchangeETF @exchangeETF