Jeff Branson, MBA, CFP®, EA

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@MegBartelt Just such a bad choice to show an example of “fire your advisor”. I knew Ramit was going to add “this is why AUM is bad” to his show but this felt so forced.

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@DanielYerger3 You have to apply to get the award? I suddenly feel super naive. I guess that makes sense, but for some reason I always thought it was done on some sort of meritocracy.

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@MikeZungCFP @SamanthaTwenty @veedstudio Looks great! 👊

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@AdviserCounsel Well Said. I feel like the fee only space cannibalizes itself a bit when the real focus should be on the JPMs of the world. Or... THE JP Morgans lol

https://t.co/khtQmJ1wG8

[Max Schatzow @AdviserCounsel]

The whole debate of hourly vs fixed fee vs AUM is misplaced.

Statistically, the vast number of "financial advisors" in the US are employed by businesses that operate like JP Morgan.

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@TheLeaderNas I used @FastFwdAcademy and had a terrific experience

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@MikeZungCFP Switched to Blue Yeti mic a while back and have loved it so far

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@danikaw Woo hoo! Congrats!

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@danikaw My book club just got done with Piranesi by Susanna Clarke. Really enjoyed it!

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@AdviserCounsel I don't think a standalone IAR has to consider other licensures, let alone brokers. Dual registrants should have SOME responsibility considering they are actually licensed as a broker and IAR. Especially considering the conflicts that exist as dually reg.

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@JessicaGoedtel Woo hoo! Congrats!!

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

Just put together my first series of videos! Video is quickly becoming my favorite form of content to produce, but definitely requires the most work.

Happy Friday everyone!

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@ElliottMAppel @FiSurgi Ah really good to know, thanks!

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

I've now completed a couple Financial Planning Policy Statements. Anyone have success implementing something like this?

https://t.co/DqdJVBJZUm

#planning #personalfinance

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

Having a team around you is incredibly important in all aspects of life. Start putting together your team today to help free up your most important asset: TIME!

https://t.co/4p6DJzviuI

#moneytalk #personalfinance #consultants

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

7 Quick Financial Tips For Consultants

These are some of the most overlooked items consultants tend to miss due to their busy schedules. Take the time now to start off 2022 by making sure your financial house is in order!

https://t.co/7S2hyARV5L

#financialplanning #2022Goals

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@danikaw @GGU @sagemoney Awesome!

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@danikaw Samsies! I need a reset button. At least it’s Friday!

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@ForemanTaxLaw https://t.co/AlTY7ZFrwC - I’ve never used it but it looks cool!

[Jeff Branson, MBA, CFP®, EA @jeff_branson1]

@ElliottMAppel Portland has amazing food. Acadia for photography!