Wicked Pissah Podcast hosts @SMoreChrisBoyd@TomanengJeff feature @Changebridgecap founders @RKleinCFA@vml26 to discuss advantages of active ETFs vs. mutual funds https://t.co/5FxZ3oEauG
Today's #FPAMAMemberSpotlight features @SMoreChrisBoyd of @AssetMgmtRsrcs, who has continued to add resources and invest in his team throughout 2021 while being an active part of the #FPAMA community. Read more in our full spotlight on our LinkedIn page: https://t.co/Oa4UQU8TLK
Today's #FPAMemberSpotlight features Kristen Heller of @Baystate_fin, sharing the best financial advice she ever got: "For every raise you get, put a portion into savings, whether it's for retirement or a big purchase. You won't miss the money and you get a leg up on your goals."
Join @SWershing CFP® https://t.co/6txvWScMX3, author "Stop Asking For Referrals" & co-host https://t.co/0z7pykQ6vK. Learn to build #brand & grow business. Define your #niche & their challenges.
@fpassociation@SMoreChrisBoyd, @AssetMgmtRsrcs @TomanengJeff https://t.co/QlQTzGMWgu
Today we spotlight member @AshleyWOtt of Vantage Point Financial. While based in Boston, Ashley lives bi-coastal and works out of her Seattle office half of the year. She was recently featured as a “Valiant Woman of @CommonwealthFN : https://t.co/GB0UhUd2pw
@abacusCheryl of @GroupAbacus in Columbia, SC shares success ingredients: #people & #process. From starting a financial planning firm to a $1.6B in AUM, Cheryl has cultivated success putting clients & team members 1st.
Materials: https://t.co/pk2FKMpoLk https://t.co/3n80YKhYmy