#dfpsummit - Twitter Hashtag

almost 8 years ago

The final session of the #dfpsummit concludes with an all-star panel featuring Jack Petersen of Summit Trail Advisors, Susan Sofronas of Geller Advisors LLC, and David Root @Askdbroot , of @root_company discussing their firms visions over #TheNext5.

DynastyFP's tweet photo. The final session of the #dfpsummit concludes with an all-star panel featuring Jack Petersen of Summit Trail Advisors, Susan Sofronas of Geller Advisors LLC, and David Root @Askdbroot , of @root_company discussing their firms visions over #TheNext5. https://t.co/wq1aRHzBWd

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Dynasty Financial Partners @DynastyFP

almost 8 years ago

.@Fidelity4BD_RIA own, VP Security Services, Gary Rossi talks to #dfpsummit attendees on best practices to ensure that your families digital footprint is safe and secure.

DynastyFP's tweet photo. .@Fidelity4BD_RIA own, VP Security Services, Gary Rossi talks to #dfpsummit attendees on best practices to ensure that your families digital footprint is safe and secure. https://t.co/DdM8J68ulw

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Dynasty Financial Partners @DynastyFP

almost 8 years ago

Thank you to @DHigginsBand and @ENVintel for putting on an awesome show for us tonight! #dfpsummit

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Dynasty Financial Partners @DynastyFP

almost 8 years ago

Dynasty CIO @scottd_welch closes today’s session with his signature market commentary. #dfpsummit

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Dynasty Financial Partners @DynastyFP

almost 8 years ago

“The dirty word ‘tax’ is something you need to be careful about when talking to an international investor” -Dynasty’s Joe Rizzo and Amit Grover discuss maximizing value banking & tax considerations with Karl Heckenberg, Brendan Ryan, and Michael Hirschfeld. #dfpsummit

DynastyFP's tweet photo. “The dirty word ‘tax’ is something you need to be careful about when talking to an international investor” -Dynasty’s Joe Rizzo and Amit Grover discuss maximizing value banking & tax considerations with Karl Heckenberg, Brendan Ryan, and Michael Hirschfeld. #dfpsummit https://t.co/0fQw1DeTT4

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Dynasty Financial Partners @DynastyFP

almost 8 years ago

Ed Swenson leads panelists Jay Lipman of Ethic, Lori Hardwick of A.I. Labs, and Michael Sidgmore of Broadhaven Ventures through a riveting discussion on tech trends over the Next5 #dfpsummit

DynastyFP's tweet photo. Ed Swenson leads panelists Jay Lipman of Ethic, Lori Hardwick of A.I. Labs, and Michael Sidgmore of Broadhaven Ventures through a riveting discussion on tech trends over the Next5 #dfpsummit https://t.co/4nNHsN2a7q

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Dynasty Financial Partners @DynastyFP

almost 8 years ago

“To create a culture you start with the best and brightest people...the people you are willing to take a risk with” -@blackrock President and Director Rob Kapito talks building a world-class culture with our chairman Todd Thomson @ttno_bull #dfpsummit

DynastyFP's tweet photo. “To create a culture you start with the best and brightest people...the people you are willing to take a risk with” -@blackrock President and Director Rob Kapito talks building a world-class culture with our chairman Todd Thomson @ttno_bull #dfpsummit https://t.co/aATkOZiD1H

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Dynasty Financial Partners @DynastyFP

almost 8 years ago

Day 2 of #dfpsummit kicks off as Shirl gains insights from custodian leaders; David Canter of @Fidelity4BD_RIA, Ben Harrison of @Pershing, and John Beatty of @Schwab4RIAs