Financial planners have the power to change lives through pro bono work. @PowerProBono is a great resource for anyone who is curious about volunteering! https://t.co/ptxS45gTek
#WarriorAdvisor Sponsor Spotlight on: the relentlessly innovative @Orion_OAS. Led by @EricRClarke, Orion is the perfect fit for an event designed to inspire, challenge and transform our Advisor community. Want to join the ranks? Become a partner here: https://t.co/NjyJWU8Ep6
Today’s news has been years in the making through the strong relationship we’ve built with @redtailtech. We can't wait to get started in making our partnership even stronger with the @RedtailCRM team and the advisors that we serve!
We're excited to announce our agreement to acquire @RedtailCRM, a web-based CRM serving the wealth management industry. Visit our resource center to learn more! https://t.co/1yA9NgCG4q
We are tremendously saddened to learn of the passing of Boston Marathon icon Dick Hoyt. Dick personified what it means to be a Boston Marathoner, finishing 32 races with son Rick. We are keeping his many family & friends in our prayers. https://t.co/glau0ryh4R
@TDAmeritradePR @TDA4advisors Congratulations @TDA4advisors on the #wealthies win for VeoOne. Behind this incredible tech were courageous decision makers (@TomBradley_USA@patullo1@minkhollowadv) opening up TDA's API, thank you for giving @orionadvisor the opportunity to serve your independent advisors!
Proud of @orionadvisor's marketing team lead by @kdubs_waltrich digging deep to assist our advisors during this pandemic paradigm, investors need help and solid guidance now more than ever before. https://t.co/nSxc6nFTC5
Unlike other solutions that are too complicated, provide only 1 piece of the marketing equation or limit your creativity, Market*r is built for maximum flexibility, no matter your level of marketing expertise. See it in action during our upcoming webinar: https://t.co/sv1ARn7zMp
Market*r provides advisors with a cost-effective marketing solution backed by the expertise of a full marketing team. @FAmagazine has the details on our newest platform: https://t.co/mfd8z5TgPz
Market*r empowers you to tell your firm’s story with:
Turnkey, customizable, hyper-relevant content
Best-in-class marketing execution technology
A direct integration with Orion’s planning technology
Launching in 5 days.
https://t.co/IbKL4um7bH
@swershing@evanrapp@SMArtXAdvisory @orionadvisor @swershing we've been executing trades (millions of them) all week. Please email me at [email protected] or give me a call at 402-630-1243. I'm happy to jump in and research any specifics that you have to make sure you get the help you need.