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Wishlife
@wishlifeapp
Wishlife provides SaaS Video communication products to companies. Wishlife's core platform is a secure content management system.
San Francisco
Joined July 2014
41
Following
54
Followers
70
Posts
Wishlife
@wishlifeapp
about 9 years ago
Attending In|Vest 2017 in NYC? Watch Wishlife COO, Anne Ting, talk about Changing the Conversation on 7/12! https://t.co/xUIO2Bj6YZ
Wishlife
@wishlifeapp
about 9 years ago
Are you providing the value your clients are asking for? Check out our latest blog post to find out: https://t.co/bpzlCFtzfS
Wishlife
@wishlifeapp
over 9 years ago
Miss our webinar on Emotional Assets last week? No problem! You can watch a recording here: https://t.co/nReBcUhCYA
wishlifeapp
retweeted
Julie Littlechild
@jlittlechild
over 9 years ago
Emotional assets - such an interesting topic from
@wishlifeapp
. Check out their webinar on June 13. https://t.co/qEbLGcpk7c
Who to follow
Cyndeo Wealth Partners
@cyndeowp
We are an independent registered investment advisor, focused on helping you simplify the complexity of managing, growing and protecting your wealth.
Nordwand Capital
@NordwandCapital
Nordwand Capital is a multi-family office specially designed to service a select group of like-minded, ultra-high-net worth families.
Michael Moriarty
@mmoriarty13
Wishlife
@wishlifeapp
over 9 years ago
.
@alanalda
on how advisors can understand emotions, build trust and communicate better with their clients. https://t.co/zhHKln3VHf
Wishlife
@wishlifeapp
over 9 years ago
Thanks
@jlittlechild
we're looking forward to it! https://t.co/koLUgpBO9Z
Julie Littlechild
@jlittlechild
over 9 years ago
This looks like it will be a great webinar on June 13. Check it out. https://t.co/88JUmL534q
wishlifeapp
retweeted
In|Vest 2020
@InVest_Event
over 9 years ago
Women of Wealth week! Anne Ting, President of
@wishlifeapp
will be speaking at Invest 2017 see https://t.co/UclUlBQGTR
#NY
#invest
wishlifeapp
retweeted
Julie Littlechild
@jlittlechild
over 9 years ago
So honored to be included! Summer Reading List of “Best Books” For Financial Advisors https://t.co/PllOz5uYZg via
@MichaelKitces
Wishlife
@wishlifeapp
over 9 years ago
A powerful reminder of the far-reaching effects of storytelling: https://t.co/rwe3L2mzXQ
Wishlife
@wishlifeapp
over 9 years ago
Must read: Sheryl Sandberg talks about resilience, loss, and the powerful role of family stories. https://t.co/5juSlHqgsE
Wishlife
@wishlifeapp
over 9 years ago
We're excited to launch a brand new website that tells our story even better than before. Check it out! https://t.co/BphL5Ni1Bf
Wishlife
@wishlifeapp
over 9 years ago
Thanks
@MichaelKitces
for including us in "The Latest in Financial Advisor
#fintech
"! https://t.co/aegtqxVSFh
Wishlife
@wishlifeapp
over 9 years ago
"almost 40% of our clients added content to Wishlife in the first few weeks. Their process works.” Anthony Bonner, Sigma Financial
wishlifeapp
retweeted
BNY Wealth
@BNYWealth
over 9 years ago
How will you prepare your children for an inheritance? Join the
#ReutersWealth
chat today at 2 PM ET, details: https://t.co/NtRuBeZAHA
Wishlife
@wishlifeapp
over 9 years ago
We're proud to partner with
@one_wealth
to bring this tool to their fantastic clients! https://t.co/UOWLndeGY3
Dynasty Financial Partners
@DynastyFP
over 9 years ago
One Wealth Advisors CEO David Steele speaks on how he and his team are using a new digital tool: One Legacy. https://t.co/RbfXgRxHdL
Wishlife
@wishlifeapp
over 9 years ago
Making your intentions clear has never been more important. Great insight from @BNYMellonWealth https://t.co/tSUFIPGFo7
Wishlife
@wishlifeapp
over 9 years ago
Do you have a "next gen." strategy? https://t.co/qFWuN4tXJl
Wishlife
@wishlifeapp
over 9 years ago
Financial services industry veteran, Jeff Bischoff, shares why he joined the Wishlife team! https://t.co/6DAJ8cmnyf
Wishlife
@wishlifeapp
over 9 years ago
Thanks for having us
@DynastyFP
! https://t.co/FPmnWgL9Ae
Dynasty Financial Partners
@DynastyFP
over 9 years ago
.
@wishlifeapp
CEO Anne Ting talks start up culture with Dynasty West Coast Director Austin Philbin.
#SFLIVE
!
Wishlife
@wishlifeapp
over 9 years ago
Great study from
@RBC
shows that majority of Americans are not prepared for wealth transfer. Advisors take note! https://t.co/pkvReuMvnb
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