Bill McGuire

Versatile marketing expertise for the independent investment advisor community.

[RIA Match @riamatch]

Read our ‘Other Ideas-Thought Leaders Series’ post featuring Grier Rubeling, founder of Advisor Transition Services on 'How to Communicate with Clients During a Transition'. https://t.co/RIOvdTBf2j

[RIA Match @riamatch]

Read our inaugural ‘Other Ideas-Thought Leaders Series’ post featuring Matt Sonnen, founder and CEO of PFI Advisors on The Behavioral Side of M&A https://t.co/2MRmrUNlHH

[IAA @IAA_Today]

Thank you to the #IAAComCon sponsors: @bakermckenzie, @rightsize_RIAs, @ACACompliance, Optima Partners, @OneTrust, @RopesGray, @redoaksoftware, and @KLGates.

[Bill McGuire @billmcguire5]

@bellwetherhub Check out https://t.co/z2XM5kDQWC

[Abby salameh @AbbySalameh]

@mattsonnen_pfi @MercerAdvisors @wealth_mgmt This is true. Career pathing is one step. Professionalizing the firm with standardized processes and procedures coupled with a unified culture and brand is also high up on the list of importance. Thx for sharing.

[Visory @VisoryServices]

Protect your firm and clients by reading Bob Hollander, CEO/President of Swizznet, latest blog ‘Are Your Work-from-Home Accounting Setups Secure? Cybersecurity Tips’ https://t.co/tXmsPhMjyS

#cybersecurity #accountants #accountingtech #cloudaccounting

[Bill McGuire @billmcguire5]

@esbrigham Once Were Brothers: Robbie Robertson and the Band

[Jim Frawley - Bellwether @jimfrawleyNY]

Bellwether Hub ... the podcast for the new economy. Life, work, and everything have been melded into one. Learn how to manage change by focusing on you. I'd love for you to subscribe! More here: https://t.co/L7usZ5ff9z #podcast #apple #android #stitcher #learning #subscribe

[Jim Frawley - Bellwether @jimfrawleyNY]

THE BOOK AVAILABLE NOW! Shouting from the rooftops as best I can. Adapting in Motion: Finding Your Place in the New Economy - learn how to adapt to change ... while things are changing. Buy it here: https://t.co/XX5rXxPQFY #booklaunch #changemanagement #management #leadership

[Jim Frawley - Bellwether @jimfrawleyNY]

One week until #booklaunch. If you haven't already - sign up at https://t.co/IjGUWJmde5 for some freebies leading up to the launch!

#newbook #neweconomy #management #coaching #training

[Máirtín Ó Muilleoir @newbelfast]

I have lived long enough to see a movie trailer for a book launch. Sounds sorta appropriate for these weird times. Count me in for launch of Adapting In Motion on 19 Jan. ⁦@bellwetherhub⁩ ⁦@IrishBusinessNY⁩ https://t.co/Sa4JCqMT1j

[Jim Frawley - Bellwether @jimfrawleyNY]

Kick off 2021 right: see my interview with Tom Rizzo on the Let's Talk podcast ... managing change, switching careers, the mindset of staying hopeful in difficult times: we discuss everything.

https://t.co/DMIXm27TZk

#careers #jobhunt #entrepreneur #changemanagement

[Jim Frawley - Bellwether @jimfrawleyNY]

#booktrailer is here! Adapting in Motion: Finding Your Place in the New Economy is available January 19, 2021. Learn more at https://t.co/IjGUWJmde5 ... #booklaunch #author #management #leadership #changemanagement

[Jim Frawley - Bellwether @jimfrawleyNY]

Had the pleasure to be Tom's guest on his latest podcast. "Let's Talk." If you want to know about #careerchange, #motivation, #resilience, and more - we covered it all ... this is your episode. https://t.co/DMIXm27TZk #podcast #success

[Bill McGuire @billmcguire5]

@esbrigham Taking a break for a cup of tea

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

Three Areas Financial Advisors Should Focus on for Clarity | Iris https://t.co/amY77HLLiS

[Jim Frawley - Bellwether @jimfrawleyNY]

I was never a #financialadvisor, which is why I haven’t brought up the #financial discussion on this show. But I would be remiss to not add a planned financial picture to the list of how to successfully survive and adapt to change. https://t.co/CDdVe1WKuj #bellwetherhub #finance

[Jim Frawley - Bellwether @jimfrawleyNY]

For many, #financialadvice is intimidating, confusing, and full of risk. So I invited Tom Rizzo from @plectrumadvisers for his perspective. https://t.co/CDdVe1WKuj #bellwetherhub #financialfreedom #finance #money #retirement #retirementplanning #financialadvisor #investing