Lisa Asher, CFA

WealthTech | Client Experience | Former Advisor | Obsessed with Dogs | Has Passport, Will Travel

[Lisa Asher, CFA @LisaAsherF2]

What else would you add to the conversation about #DigitalClientExperience in #WealthManagement?

This is such a complex topic and from a #WealthTech perspective, so many tools intersect into the DCX at some point. I'd love to know how you're talking about this important topic.

[F2Strategy @F2_Strategy]

A delightful digital experience isn’t just important to millennials & Gen Z- 72% of all investors of say online info about a firm is influential in hiring an advisor. Read this + 6 more things @LisaAsherF2 says no one says about #digitalclientexperience
https://t.co/q7QlariTt2

[Lisa Asher, CFA @LisaAsherF2]

@FemalesNFinance @BionicSocialite I got ideas!!

Stir it up - Patti Labelle - also noteworthy is that it's an excellent intro to a movie, Beverly Hills Cop

Wild Women Do - Natalie Cole - also good movie song

[Tommy Warburton @tommywarb]

AI Town Hall: Implementation for Today, Strategy for tomorrow with @lamonsa4 @F2_Strategy, @RitikM @SavvyWealthInc, Dr Mark Evans @ConquestPlanInc with @finplan’s own @justinlmack #Invest23

[Charesse Spiller @CharesseSpiller]

📢 Join our team at @getlevelbest as an Ops Analyst! 🔍 Part-time availability required. 🚀

💼 Deep understanding of practice management and operations? 🔬 Enjoy research and development? 💡

👉 Apply here: https://t.co/ruqoeUUqmZ

🔄 RT to spread the word! ✨ #Hiring #finserv

[Lisa Asher, CFA @LisaAsherF2]

@BionicSocialite @ryanshanks Oooo, Twix is a good one.

[Lisa Asher, CFA @LisaAsherF2]

@BillWinterberg I feel you 100%. These were all of my thoughts. I even had two interviews for one job that I knew were just to fulfill the external / diversity interview requirements. So maddening.

[Lisa Asher, CFA @LisaAsherF2]

@BionicSocialite I remember this word from high school english. It's the only time I've ever used it but hey, I knew it'd come in handy one of these days.

[Lisa Asher, CFA @LisaAsherF2]

@averagejoelle I need to know how much those earrings weigh. I get anxiety every time I scroll past this picture in people's feeds.

[Lisa Asher, CFA @LisaAsherF2]

@kevinlum This is a great question and I'm glad you're asking. Speaking for myself, my earliest memories are all negative and it's why my allocations are more conservative than what would be expected from my profile and my emergency fund is on the high range.

[Lisa Asher, CFA @LisaAsherF2]

@MattHalloran_ You can also replace Preachers with Peloton Instructors.

[Lisa Asher, CFA @LisaAsherF2]

@ngertsema As I started reading that sentence, I thought you were talking about some new and obscure investing strategy.

[Lisa Asher, CFA @LisaAsherF2]

@SonyaDreizler This is why I have trust issues.

[Lisa Asher, CFA @LisaAsherF2]

@BionicSocialite @nitrogenwealth @FemalesNFinance I'm thinking the Fast and the Furious for conference themes.

[Lisa Asher, CFA @LisaAsherF2]

#Leadership

[Jason Lahita @JasonLahita]

A lot of SC team members have grappled with this. But guess what, I see it as a strength, because they still go out and kick ass every day. Thats my PSA, thanks for listening! Unfollow me if you don’t like anxious people. 😂

And let’s go get it. See you on stage again, soon. 😘

[Lisa Asher, CFA @LisaAsherF2]

Riskalyze Rebrand Announcement

Raise Anticipation. Check.

@Riskalyze Well done team!

https://t.co/Kr9aPjnl6D

#WealthManagement #FinServ

[Lisa Asher, CFA @LisaAsherF2]

@BionicSocialite 😂

[Lisa Asher, CFA @LisaAsherF2]

@robertsofia @Riskalyze Ha! Now I'm going to google "If periodic table elements had personalities" for a clue.

[Lisa Asher, CFA @LisaAsherF2]

@BionicSocialite 10 especially resonated with me. Sharing vulnerability is at the heart of building community and a great one it is with the jolt crew.

[Lisa Asher, CFA @LisaAsherF2]

@mattyneu @advisorsexcel @jaleo @Cosmopolitan_LV @SnappyKraken Great session today with Marvin. Thanks for sharing!

[Lisa Asher, CFA @LisaAsherF2]

@jimmymoock @SnappyKraken @robertsofia It's true. I nearly cried 4 times today before leaving the conference and I blame it on that first video. Powerful stuff!

[Lisa Asher, CFA @LisaAsherF2]

@BillWinterberg @Riskalyze I'm obsessed with this. I'm convinced the second word is "you" and I'm going to wordle the rest of it.