Top Tweets for #VOFP
The value of financial planning���
Apparently my superpower is my empathy! Which is exactly what I would want to show to all my clients!
#VOFP
The value of financial planning…
I received a postcard after helping Gavin retire & move to Spain
“Just a quick note to thank you for the work you did to help me retire with confidence. As you can see I’m enjoying month one of my new life in Spain & times are good”
#VOFP
The value of financial planning 👇🏻 #VOFP
@danhaylett 47 year old client and his wife (48) retired and moved to Portugal. We had a 2 year plan to maximize work benefits:
- after tax conversions to Roth
- company stock in 401k
- 401k to self directed etfs
- minimized cap gains from home sale
- assets into income
- maximize benefits
The value of financial planning 👇🏻 #VOFP
@danhaylett Such a great idea!
@danhaylett This article from @philbray means a lot to me. I’m proud from a professional perspective and also proud of Phil for opening up about this publicly, as hopefully it’s helping others 👍 #VOFP
https://t.co/PNhkFvsUC5
Wow! The value of financial planning 👇🏻 #VOFP
@danhaylett Just received this today at the end of an email from a client :)
@jbrendanfrazier @MeasureTwiceMNY @Rick_Ferri @JonLuskin @TenonFinancial Stopping by the twitter thread to share some work I did this past week! Not a #VOFP but definitely work daily to be a trusted valued advisor and coach! #Values #ValuesMatter #FinTwit #Wealth and #Worth
The value of financial planning 👇🏻 #VOFP
The value of financial planning 👇🏻 #VOFP
@MichaelKitces @Steph_Bogan I don’t know what my hourly rate is. But I know in the last weeks I helped a client realize they underpriced services which will provide another $50k in profit annually found a $20k tax error that would have kept happening if we didn't address it, and potentially found a estate
@jbrendanfrazier @MeasureTwiceMNY @Rick_Ferri @JonLuskin @TenonFinancial Any shares or tweets, lets us the hashtag #VOFP
The value of financial planning 👇🏻 #VOFP
Be vulnerable and real as an advisor (and a human).
I had a client in tears today because she has to take funds out of her retirement account due to some crazy life circumstances. She said she felt irresponsible, and a failure (her words).
The value of financial planning 👇🏻 #VOFP
The value of financial planning 👇🏻 #VOFP
@danhaylett Love it!
🇵🇰Voice Of Pakistan 🇵🇰
@binte_nafeEsa @chimran55 @amno_00 @NaeemF4 @Help_Fl @P_S_Pak @im_zahd @SaleemTimur @I_H_101 @Dr99Tv @Durre1214 @Roshan9902 @MArfo00 @m_du12 @u_k2004 @Jawad1355 @Y_P95 @BurhanptiA1 @WASim4040 @MirziSays
@Ali47724 @HamidKi786
@NoorAquib @AAns_mkw
#VOFP
🇵🇰Voice Of Pakistan 🇵🇰
@binte_nafeEsa @chimran55 @amno_00 @NaeemF4 @Help_Fl @P_S_Pak @im_zahd @SaleemTimur @I_H_101 @Dr99Tv @Durre1214 @Roshan9902 @MArfo00 @m_du12 @u_k2004 @IbnShah786 @Jawad1355 @mbh_0 @Y_P95 @BurhanptiA1 @WASim4040 @MirziSays
@Ali47724 @HamidKi786
#VOFP
🇵🇰Voice Of Pakistan 🇵🇰
@binte_nafeEsa @chimran55 @amno_00 @NaeemF4 @Help_Fl @P_S_Pak @im_zahd @SaleemTimur @I_H_101 @Dr99Tv @Durre1214 @Roshan9902 @MArfo00 @m_du12 @u_k2004 @IbnShah786 @Jawad1355 @mbh_0 @Y_P95 @BurhanptiA1 @WASim4040 @MirziSays
@Ali47724 @HamidKi786
#VOFP
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