Top Tweets for #FinPsych

Julie Johnson XY Communication-😎 @juliejohnsonxyc

about 2 years ago

👇🏽 Learn how you can prepare for efficient, effective mid-year reviews by leveraging technology and financial psychology practices: https://t.co/4QoPwboZH6 #eMoneyAdvisor #financialplanning #finpsych

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about 2 years ago

‼️Must Read‼️The philosophy and practice described in this article bleeds into how we treat men and women as investors/clients. CRUCIAL to be aware and to change our mindset 🤯 #finpsych #wealth #women https://t.co/08jgpLjsAY

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DataPoints @DataPts

about 2 years ago

Trove's first data discovery session is happening today! Join @sarahfallaw and @bamconsults to examine trends across thousands of clients and prospects. Join Trove, and then join at 1:00 pm Eastern. https://t.co/xDikMZJ5Rp #financialplanning #finpsych #personality

DataPts's tweet photo. Trove's first data discovery session is happening today! Join @sarahfallaw and @bamconsults to examine trends across thousands of clients and prospects. Join Trove, and then join at 1:00 pm Eastern. https://t.co/xDikMZJ5Rp #financialplanning #finpsych #personality https://t.co/VGlkVoNDB3

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about 2 years ago

👇🏽 Our latest blog dives into the power of client portal technology in alleviating financial worries and fostering a healthier financial future. #ClientSatisfaction #FinancialEmpowerment #FinPsych https://t.co/EbkkqRQmCl

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DataPoints @DataPts

over 2 years ago

Why your firm should be measuring investing-related personality instead of emotions. https://t.co/m3NOnNGGkk #personality #finpsych #fintech

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over 2 years ago

👇🏽 Unlock your free access here: https://t.co/majIvzciGS #eMoneyAdvisor #webinar #fintech #finpsych #financialplanning

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Julie Johnson XY Communication-😎 @juliejohnsonxyc

over 2 years ago

👀 Watch this on-demand webinar at your convenience to learn how to incorporate #Fintech and #FinPsych into your #financialplanning practice to improve client outcomes in motivation, trust, loyalty, satisfaction, and referrals.

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over 2 years ago

😎😃💥Why should you make sure #shiftevent is on your calendar for ‘25? Cause they attract the best thought leaders in #befi #finpsych‼️ And what an unexpected AMAZING surprise💜⁦@SamanthaTwenty⁩ - so wonderful to see u❣️ & ⁦@jbrendanfrazier⁩ ⁦@DeirdreVanNest⁩

juliejohnsonxyc's tweet photo. 😎😃💥Why should you make sure #shiftevent is on your calendar for ‘25? Cause they attract the best thought leaders in #befi #finpsych‼️ And what an unexpected AMAZING surprise💜⁦@SamanthaTwenty⁩ - so wonderful to see u❣️ & ⁦@jbrendanfrazier⁩ ⁦@DeirdreVanNest⁩ https://t.co/p70BFcecCH

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Julie Johnson XY Communication-😎 @juliejohnsonxyc

over 2 years ago

🎯Remember to join us this week to learn how to incorporate #Fintech and #FinPsych into your #financialplanning practice to improve client outcomes in critical areas like trust, loyalty, satisfaction & number of referrals. 👉🏽 RSVP for your space here: https://t.co/1uUFLBKtmN

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over 2 years ago

⁦@orionwealthtech⁩ #befi #finpsych 👏🎯🎉💥😎 Need we say more⁉️

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over 2 years ago

📣 Join our webinar to learn how to incorporate *#Fintech & #FinPsych into your financial planning practice to improve client outcomes in critical areas like motivation, trust, loyalty, satisfaction, & number of referrals. 👇🏽 RSVP for your space here: https://t.co/1uUFLBKtmN

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over 2 years ago

🎯 #Fintech + #FinPsych = Client Satisfaction Multiplier. 👉🏽 Research confirms: The dual approach of Fintech & FinPsych unlocks entirely new levels of client satisfaction. 👇🏽 Learn how to leverage this winning combination in our new #eBook: https://t.co/uqqXliSym8

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almost 3 years ago

Sure, everybody wants a 15% return. But does it make sense to chase it when context is considered? #financialplanning #finpsych #investing https://t.co/x9AVR7Y3p0

JasonWattBCC's tweet photo. Sure, everybody wants a 15% return. But does it make sense to chase it when context is considered? #financialplanning #finpsych #investing https://t.co/x9AVR7Y3p0 https://t.co/5qdFzhHXhz

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about 3 years ago

This #clientcommunications and #financialplanning piece has great insights into what the planner can do early to ensure maximum value for both planner and client from the engagement. #finpsych https://t.co/wpXJgiVdN6

JasonWattBCC's tweet photo. This #clientcommunications and #financialplanning piece has great insights into what the planner can do early to ensure maximum value for both planner and client from the engagement. #finpsych https://t.co/wpXJgiVdN6 https://t.co/I44QxKOGzb

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about 3 years ago

Money Scripts are a tool for understanding our relationship with money. There are tons of them, and they can be categorized. But there are many more than 4 of them. #finpsych https://t.co/k2x2FYJxNb

JasonWattBCC's tweet photo. Money Scripts are a tool for understanding our relationship with money. There are tons of them, and they can be categorized. But there are many more than 4 of them. #finpsych https://t.co/k2x2FYJxNb https://t.co/c1NlaNHi6M

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about 3 years ago

Go beyond 'biases and heuristics' with this #continuingeducation event with a #finpsych thought leader https://t.co/V25aHuTFMR

JasonWattBCC's tweet photo. Go beyond 'biases and heuristics' with this #continuingeducation event with a #finpsych thought leader https://t.co/V25aHuTFMR https://t.co/G9K42OOzKQ

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