Elliott Weir, CFP®

Helping widowed women navigate their finances.

[Elliott Weir, CFP® @IIIFinancial]

@RIABiz That's not how to treat people - unsubscribing to all @InvestmentNews newsletters now.

[Elliott Weir, CFP® @IIIFinancial]

@MichaelKitces We built our house in 2000 because it was cheaper to build than to buy a 20 year old house sight unseen (houses were on and off the market in 48 hours)

[Elliott Weir, CFP® @IIIFinancial]

@advyzon @TradePMR Will the new integration allow Advyzon to pull in historical TradePMR transaction and performance data? 🤞

[Elliott Weir, CFP® @IIIFinancial]

@MichaelKitces @RIABiz @AaronKlein @nitrogenwealth That sounds like a blood test a doctor would order

[Elliott Weir, CFP® @IIIFinancial]

Client meetings are a wonderful exchange of knowledge.

I learned that the French word for seal is phoque, which is pronounced just like it looks.

[Morgan Housel @morganhousel]

Reminder that no matter how the economy is performing there will always be a loud group of people saying:

- Big recession around the corner
- Hyperinflation imminent
- The dollar is doomed
- The Fed broke everything
- Stocks are overvalued

Been like that for 100+ years.

[Elliott Weir, CFP® @IIIFinancial]

@MichaelKitces One thing is it seems to be "failing" a goal even though there is plenty of cash. My client at 11% has several goals unfunded but they die with $62M at the average case.

[Elliott Weir, CFP® @IIIFinancial]

@MichaelKitces, I assume you are hearing about the recent @MoneyGuidePro release that is blowing up client plans?

With no changes, I had a client plan go from 83% to 11%. And I start a review surge next week.

[Elliott Weir, CFP® @IIIFinancial]

@FinTechie @moneyguide Any resources to learn how?

[Elliott Weir, CFP® @IIIFinancial]

@MichaelKitces I forgot how much he truly was an *sshole in that role. :)

Ben Affleck's group interview in Boiler Room carried the same vibe.

[Elliott Weir, CFP® @IIIFinancial]

@MichaelKitces @PhilippHecker It seems more and more that the real value in a CRM (other than good record keeping) is how well it integrates with the other tools a firm needs.

[Elliott Weir, CFP® @IIIFinancial]

@MichaelKitces @TRowePrice @ssanalyzer Based on recent history of software disappearing from the general market after purchase, I don't think I'll tie my lot to those

[Elliott Weir, CFP® @IIIFinancial]

Came across this quote while taking a CE course:

"For stocks and bonds (including shares in mutual funds), use the most recent quotes in your newspaper to calculate value."

You sure this course was updated last year as stated?

[Elliott Weir, CFP® @IIIFinancial]

@MichaelKitces @CFPBoard No better way to establish a relationship with a potential client than by being pedantic about your designation.

[Elliott Weir, CFP® @IIIFinancial]

@behaviorgap "Relax... it's a game". Have you been talking to my wife? 😁

[Elliott Weir, CFP® @IIIFinancial]

To the nice person(s) who sent me some Texas coasters via Amazon, they are very cool.

You are not getting a thank-you card, not because I am ungrateful, but because there was no card and I have no idea who you are.

[Elliott Weir, CFP® @IIIFinancial]

@MichaelKitces @ramit

[Elliott Weir, CFP® @IIIFinancial]

@RIABiz Maybe the ad is suggesting the elderly get jobs as movers.

[Elliott Weir, CFP® @IIIFinancial]

Guess we'll have more sunlight in the back yard this summer.