Early Bird Externship registration ends today!
Our Early Birds get the full Externship program + an exclusive group call with me + 1 month free inside my library of real client meetings: CORE.
Join today! https://t.co/tmhKgLl5pv
@craigiskowitz@RIABiz@HDelux I’m waiting to see some lawsuits from clients who claim harm from being restricted from working with a particular advisor. Have there been any test cases on that issue yet?
If you’re attending @BobVeres#InsidersForum2023 in San Antonio this week, stop by the Max booth to learn how clients can earn up to 5.36% on their #cash, FDIC-insured.
https://t.co/KrPd2xbiaL #financialplanning
Hope to see you there! https://t.co/CnfvyserxE
@WJacky101 I used to think it was unrealistic for PUBG to have all the weird outfits. I mean, who would dress in costume when doing intense activity in inhospitable situations? Then I ran the LA Marathon and went to Burning Man.
These weird skins are exactly what people would wear.
On the latest episode of @orionwealthtech's The Fuse Show Podcast, @RyanSDonovan and @SvageraGeorge talk with @JDBruceCPA, Independent Consultant and President Emeritus at @AbacusWealth.
Listen to the full conversation: https://t.co/L3tGNxs94U
@thehannahjmoore By far my favorite day of the year. Thank you for letting me come back every year to talk forever to all your precious people. Did we set a new record this year? 9.75 hours!
I'm doing research on how financial advisors can better support Neurodivergent employees and clients. Please complete the survey and/or share the link https://t.co/Z8fiU16M9W. All responses welcome from advisory firms, including if you barely know what neurodivergence is.