lacey shrum

🚀 founder @smart_kx / occasional lawyer @velawoodlaw / finds peace in well written satire

[lacey shrum @lacey_shrum]

@TorieHappe @smart_kx Back at you @TorieHappe thanks for the love! 💙💙

[lacey shrum @lacey_shrum]

@AnandSheth2 Virtual friends go IRL! Let’s goooo 🚀🚀

[lacey shrum @lacey_shrum]

@ThrivosLLC @LisaAllen_NC @Ross__Marino So pumped. Bring your cowboy boots! 🤠

[Niki Clark Marketing @nikicl]

ADV Part 2A form help to your rescue!

Creating your ADV Part 2A can be a tedious process however, @lacey_shrum and I have found a way to simplify it!

Link to all downloadable documents can be found here: https://t.co/8qzEELkrSQ

#FinancialAdvisors

[lacey shrum @lacey_shrum]

@TKopelman See, I save them a step of resume lookup by just being a woman... you should be more thoughtful of your followers!

[lacey shrum @lacey_shrum]

An advisor telling me excel is "so easy" and billing is "not complicated if you know math" while his office staff looks on.

[lacey shrum @lacey_shrum]

@AtlantaTax Charging what you said you’d charge them is… a novel idea!

[lacey shrum @lacey_shrum]

@averagejoelle Yay!

[lacey shrum @lacey_shrum]

@DanielYerger3 @AdviserCounsel It did. Nothing new under the sun.

[lacey shrum @lacey_shrum]

@Prof_CarlaReyes Can’t wait!

[lacey shrum @lacey_shrum]

@BionicSocialite @MaryKateGulick Such a great analogy!!

[lacey shrum @lacey_shrum]

@AnaT_Edits @MaryKateGulick Solid analogy!

[lacey shrum @lacey_shrum]

@stevedrost @morganranstrom Most advisors don't realize how assuming their ADV and client contracts are, this is a honeypot for clients and @SECGov. I'm taking the bet I can expose gaps on *anyone's* ADV with a 15 minute mtg... try it! https://t.co/6qhkYQ9lvK

[lacey shrum @lacey_shrum]

@stevedrost @morganranstrom The disclosure is the client specific fee agreement plus the “how you do math” part of your ADV. These must match with the fee and they don’t. We automate it all together.

[lacey shrum @lacey_shrum]

@ThreeCrownsLLC @wealth_mgmt @smart_kx @DrPrestonCherry @concurrentfp @joylerepsyd @shapingwealth @MarwaZakharia @AssetBook Wooo hooo! Thanks @ThreeCrownsLLC!

[lacey shrum @lacey_shrum]

@morganranstrom Disagree! We’ve saved many solo RIAs from painful excels and billing disclosure nightmares at @smart_kx

[lacey shrum @lacey_shrum]

@jus10castelli @joylerepsyd @DrPrestonCherry @TouBailey For those of you out there lifting others up and sending congrats… I see you. Thanks @jus10castelli!

[lacey shrum @lacey_shrum]

@Lawrence_Sprung @ddjanowski @wealth_mgmt @smart_kx Thanks Larry!

[lacey shrum @lacey_shrum]

🎉 Honored to be included in this list and in good company!

Big thank you to @ddjanowski @wealth_mgmt and the @smart_kx team.

https://t.co/eMYnnf2DXX