Empowering Clients to Truly Understand Their Financial Plan - Adam Dell, Founder and CEO of Domain Money, on The Customer Wins with Rich Walker
Full Episode: https://t.co/CsTQAipEZv
Our chief investment officer Steve Kolano will be sharing his reaction to this mornings JOLTS report with @NPetallides on #Trading360@SchwabNetwork in a short while. What are your thoughts on today's announcement?
📺📺Tune in to watch LIVE: https://t.co/haZ4LIBi1T
Check out @EmmaCurean - I know her 👇. All joking aside - creating a culture of collaboration where free thinking and growth prosper in a remote setting is far from easy. Emma outlines some of the actions we take @StreetCred_PR below 🔥
Article: Why Twin Cities business man Mark Pearson and his company Nepsis have pledged to give up to $1 million to #Gophers’ NIL collective Dinkytown Athletes. https://t.co/JF4ajVWwdc
Amazing insights from our "Growth Through Innovation: The Advisor’s Guide" panel with @craigiskowitz, @AbbySalameh, @RetirementRisks, and Drew Seelig! From AI tools to niche marketing, they shared strategies to drive advisor growth. #FISummit
"We're in a bull market for advice and the X-Factor is the client experience," @sspotswoodrfg CEO at @RFGAdvisory shares her perspective on what it takes to be a successful independent advisor today. You need to be prepared to answer these 3 questions from your clients -->
Tune in to @wealth_mgmt TV in partnership with @Fidelity to hear @sspotswoodrfg, CEO at @RFGAdvisory and other industry leaders discussing if it's time to redefine "going independent"? 📺https://t.co/qB9Z097QqM
📊👀 "It’s really interesting to see with organic growth rates as low as they are now in our industry, that we’re also seeing a trend where advisors are not tracking wallet share."
- @dougofritz of @F2_Strategy via @CitywireRIA
https://t.co/hkhAU7g5jD
Minnesota RIA, Nepsis, has hired @dmalmquist as VP of marketing to enhance the firm's brand visibility and lead strategic initiatives. Malmquist is a notable addition to the raft of local talent that Nepsis has recruited over the past 12 months 🚀🚀🚀
✨NEWS: PEOPLE MOVES✨
@Nepsisinc has announced the appointment of Derek Malmquist as VP of marketing. In this role, Derek will lead strategic initiatives, enhancing the firm's brand visibility and highlighting its comprehensive family office framework.
https://t.co/gCMWaQ6TZy
Ever wonder how top execs got to where they are today? Check out @amohr_24's backstory via @robaburg @finplan. Andree will be appearing on stage at the Financial Planning #AdviseAI conference on October 10th!
📈"Those uncomfortable moments are what help you grow and evolve." Our president @amohr_24 shared some of the steps that took her career to where it is today with @robaburg for #TheLadder 🪜 series in @finplan. 📰Read her story in full at https://t.co/o1dNq6qerG
☀️📽️ @WheelMC17, co-founder of CoFi Advisors, sits down with @elenaspeaking for a few to talk about the evolution of the #FutureProofFestival since its first year.
"It's just overwhelming how much success and growth I've seen over the last few years."
He also talks about the sessions he enjoyed—like @morganhousel's—the impact of the 1:1 Breakthru conversations and the recent launch of his RIA.
#boardwalktalks @FutureProof_HQ@Integrated4FAs
Discover how Homer Smith, founder of Konvergent Wealth Partners, empowers wealthy investors to integrate philanthropy into their wealth planning seamlessly, ensuring their charitable goals align with their financial objectives.
https://t.co/OQTVPOnVjS
✨ "Our focus is using technology to make the financial planning experience much better."
@adamdell, founder and CEO of @DomainMoney, speaks to @elenaspeaking about the importance of financial planning versus investment management, and shares a little bit about how Domain's technology is helping clients turn their financial dreams into reality.
📽️ Check out their conversation at #FutureProofFestival below!
#boardwalktalks @FutureProof_HQ