Top Tweets for #PerfectlyIntegrated
On the latest episode of #PerfectlyIntegrated our
@acketyack
is joined by Peter Nakada, Chief Education Officer at Stone Ridge Asset Management who is working to solve major problems faced by individuals nearing retirement. Listen to the episode here 📢📢https://t.co/VF9NzYIrgd
In the latest episode of #PerfectlyIntegrated, our @acketyack and @RetirementRisks SVP, Private Wealth Management at @BrynMawrTrust discuss simplifying wealth management complexities, personal brand development and more. 🔈🎙️https://t.co/8O36tnOiDQ
🎙️In this episode of #PerfectlyIntegrated, our @acketyack sat down with Ben Combs to discuss joining the International Association for Financial Planning in 1971 and becoming one of the first to graduate the Certified Financial Planners program.
🎙️🔈https://t.co/HuQbbNDcxX🔈🎙️
#ICYMI the latest episode of our #PerfectlyIntegrated Podcast with
@acketyack
discusses the importance of recent rule changes surrounding advertisement and referrals and what they mean for your firm with our Chief Legal Officer John Cataldo 📢📢 https://t.co/ddoYaiEE81
NEW episode alert!!! 🚨
#PerfectlyIntegrated #podcast @acketyack
#PowerOfPartnerships #PodcastRecommendations
Our #CPA Alliance clients generates better advice because they can leverage the strength of an accountant and advisor note David Kline, CFP, and Mark McGaunn, CPA. https://t.co/fCqkYk9LvH #TaxTwitter #accountantsoftwitter
Part of our team visited #Boston this week for our #RIAs annual conference. While we’re here.. who wouldn’t want to take some time to enjoy the scenery?! #PerfectlyIntegrated #IPAC22
What an honor to share the stage with these folks at the #IntegratedPartners conference this week in #Boston to talk about our favorite tech! #PerfectlyIntegrated #IPAC22 #RIA
36% of people who work with a financial advisor trust them @orionadvisor found. @EricRClarke and @danielcrosby share their insights on building client #trust with @acketyack in the latest #PerfectlyIntegrated https://t.co/67eKkr5Mzs #riskmanagement #stress
.@gaberissman shares how he has made an #impact with @acketyack through #shareholderadvocacy, encouraging #fossilfueldivestment and showing people how they can make #ESG investments https://t.co/deguyttlkk #PerfectlyIntegrated
"You have to be willing to try things. And you have to be willing to go outside of your comfort zone."
Check out the rest of @robertsofia's conversation with @Integrated4FAs' @acketyack on #PerfectlyIntegrated podcast
https://t.co/ASLniVGM55
#MarketingStrategy
Another gem from @acketyack's #PerfectlyIntegrated podcast with @Skience's @marcbutler was their conversation around creating tools for advisors to service multiple generations. https://t.co/Fz7fxt0YjC
First #PerfectlyIntegrated of this year features @Skience's @marcbutler with @acketyack. Great conversation about making advisor transitions more efficient and how important that is. https://t.co/Fz7fxt0YjC #advisortransition
Another great #PerfectlyIntegrated episode with @robertsofia of @SnappyKraken!
Episode 24 – There Are No Bad Ideas In Marketing With Robert Sofia https://t.co/lWtGqHA28r
Just confirming what @SnappyKraken's @robertsofia said in @Integrated4FAs' latest #PerfectlyIntegrated -- he did in fact tell @StreetCred_PR that he did not want the PR to be about him but to be about the brand and the team. https://t.co/NUwf8SeZma Love that about him.
"You have to be willing to try things. And you have to be willing to go outside of your comfort zone." Among the gems @SnappyKraken's @robertsofia shared with @acketyack on the latest #PerfectlyIntegrated podcast https://t.co/2oHWCPBrUS #MarketingStrategy
As Jason Grantz notes in #PerfectlyIntegrated, 50% of private sector people don't have access to #retirementsavings accounts through work. @Integrated4FAs is working to solve that, working with CPAs. What other steps can be taken to resolve this? https://t.co/iXQ5b6o9ro
As #MSUM21 closes out, thanks to everyone we got to meet and have great conversations with. As Jason Grantz said during his #PerfectlyIntegrated podcast when asked what's next for you? "Success" https://t.co/iXQ5b6o9ro
While @acketyack is at #MSUM21, he wants you to enjoy the latest #PerfectlyIntegrated podcast with #401k guru and #retirementsavings specialist Jason Grantz https://t.co/iXQ5b6o9ro
@Craiguhlen @azendrian @Rob_Sandrew @acketyack @MarketCounsel Great suggestion @Craiguhlen. We'll be featuring @eervin1 of @Onrampinvest on an upcoming #PerfectlyIntegrated, so between @MarketCounsel and that podcast, there should be many insights to glean.
To the guests we've had on our #PerfectlyIntegrated podcast this year: @PaulSaganey, @Rob_Sandrew, @danielcrosby, @MarkTibergien, #DavidCanter, @brunz99, @apeterson_24, @geomoriarty, #EdmundWalters, @Kate__Healy, @ryanshanks, @DefineFinancial, @mikemohr_MFG, @HDelux, #JohnCataldo
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