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Money Concepts
@MoneyConcepts
Money Concepts is a broker-dealer founded on the principle of true ownership. Our Twitter guidelines:
Palm Beach Gardens FL
Joined April 2009
962 Following
1.3K Followers
8.4K Posts
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Please join us in welcoming Lea Majer to the Tailwind Network of Money Concepts in Mentor, Ohio!
๐ https://t.co/vvXTxQbukj
๐ง [email protected]
๐ 800-326-1830
๐๏ธ Schedule a Meeting: Calendly - 15-minute Meeting (https://t.co/Tn8g9jZv7b)
Who to follow
Wealthbox CRM 
@Wealthbox
Modern CRM for financial advisors. Get a free trial at https://t.co/F90PL1ebUC.
Marc Bautis
@MarcBautis
Founder of Bautis Financial | Fiduciary Financial Advisor in Montclair, NJ | Host of The Agent of Wealth Podcast
Listen ๐ง at https://t.co/5SobVKipzv
Ned Van Riper
@NedVanriper
Director of Recruiting, Big family, still playing lax, coaching hockey.
https://t.co/3T8cFOuM5t
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Timing matters, but so do the people you choose to build with.
๐ง [email protected]
๐ 800-326-1830
๐๏ธ Schedule a Meeting: Calendly - 15-minute Meeting (https://t.co/Tn8g9jZv7b)
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https://t.co/O82oqyBQ6q
A big congratulations to Chrysa Snow of Haeffner Wealth Advisors in Washington, Missouri on achieving her advisory licensure!
๐ https://t.co/vvXTxQbukj
๐ง [email protected]
๐ 800-326-1830
๐๏ธ Schedule a Meeting: Calendly - 15-minute Meeting (https://t.co/Tn8g9jZv7b)
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What makes a firm feel like home?
For Andy Lee, it came down to culture, real support, genuine connection, and the freedom to grow.
๐ 800-326-1830
๐๏ธ Schedule a Meeting: Calendly - 15-minute Meeting (https://t.co/Tn8g9jZv7b)
https://t.co/Y7G5kk3GJF
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Weโre excited to welcome Jaime Taber from Cardinal Investment Group in Conway, Arkansas, to the Money Concepts team!
๐ https://t.co/vvXTxQbukj
๐ง [email protected]
๐ 800-326-1830
๐๏ธ Schedule a Meeting: Calendly - 15-minute Meeting (https://t.co/Tn8g9jZv7b)
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