ZebraSmash

Twitter feed for the ZebraSmash Podcast for Financial Advisors (Roger Pine and Ben Birken)

[ZebraSmash @zebra_smash]

@Roger_S_Pine @LaurynCwilliams @worth_winning Too bad there isn't a podcast around that would help you get those CEs while you change your oil

[ZebraSmash @zebra_smash]

Another advisor tech survey with no mention of tax planning. ⁦@Holistiplan⁩ ⁦@MichaelKitces⁩ Financial advisors top technology tools, Financial Planning Tech Survey | Financial Planning https://t.co/LQJ9Rwbu1S

[ZebraSmash @zebra_smash]

@vrbst4 Us too!

[ZebraSmash @zebra_smash]

After nearly 3 years, we are closing shop for good at Zebra Smash. In this final episode, we revisit some of our favorite memories, favorite songs, and lessons learned. Let's laugh through the tears one last time. https://t.co/nYyTe34cS3

[MichaelKitces @MichaelKitces]

#FASuccess Ep 145: Systematizing Reviews Of Client Tax Returns By Building Software To Automate Them, with Roger Pine https://t.co/sIOZuFGGLo

[ZebraSmash @zebra_smash]

Special (Belated) Halloween Edition Episode! A recap of the 2019 Fall NAPFA conference with Lauren Zangardi Haynes. That's right, two episodes dropping in one day. https://t.co/JtiWXyxDhk

[ZebraSmash @zebra_smash]

We recorded this episode with Nina O'Neal, founder of the Female Advisor Network, back in early October. We then aged it in oak barrels in the Zebra Smash cellar for 3 weeks to give it a richer, fuller flavor. Or maybe our editor, (Roger) just fell behind. https://t.co/WsiKAt6q6j

[ZebraSmash @zebra_smash]

Did we talk to David Lyon, founder of Oranj, for an entire hour and completely forget to ask him how he came up with the name Oranj? Yes. Yes we did. https://t.co/iyTCwPSSuy

[ZebraSmash @zebra_smash]

@johnbohnsack No spoilers!

[ZebraSmash @zebra_smash]

Roger talks to @MichaelKitces about @Holistiplan on the Financial Advisor Success podcast! https://t.co/hnMKjH4S62

[ZebraSmash @zebra_smash]

@gspitzner @WFA_Ben @ABergerCFP @ReformedBroker @ritholtz @wealthstackconf Thanks, @gspitzner!

[ZebraSmash @zebra_smash]

Big shout out to @ABergerCFP for her help recapping the #WealthStack conference.

Rumor has it that she has a Chrysler that seats about 20.

[ZebraSmash @zebra_smash]

If you see a faded sign by the side of the road that says Fif. Teen. Miles to the WEEEEAAALLTH STACK!
Listen in on our first ever Wealth Stack conference recap with Allison Berger. Listen in to find out if it needs to be on your list for next year. https://t.co/HagxFD8x6P

[ZebraSmash @zebra_smash]

If you see a faded sign by the side of the road that says Fif. Teen. Miles to the WEEEEAAALLTH STACK!
Listen in on our first ever Wealth Stack conference recap with Allison Berger. Listen in to find out if it needs to be on your list for next year. https://t.co/HagxFD8x6P

[ZebraSmash @zebra_smash]

@MichaelKitces @slsteinberger Folks who are interested can learn more by listening to the episode we did on Holistiplan in July: https://t.co/6wvtVlBiZF

[ZebraSmash @zebra_smash]

@MichaelKitces @slsteinberger Thanks, @MichaelKitces! You can see the real deal at https://t.co/WTVPJP77DN

[ZebraSmash @zebra_smash]

Roger just got back from an eventful #XYPNLive, and he was much more interested in doing a Zebra Smash episode than facing his post-conference email and laundry. Listen in to hear what life is like for an exhibitor and FinTech Competition participant. https://t.co/sEeBerTbGg

[Wealth Management @wealth_mgmt]

Digital tax return review and planning tool Holistiplan took first place at XY Planning Network’s fintech competition at #XYPNLive https://t.co/Hx2Ja6ao94

[Bill Winterberg, CFP®️ @BillWinterberg]

First up in the #XYPNLive #fintech competition is Holistiplan.

[ZebraSmash @zebra_smash]

Go Holistiplan!

Six startups to compete in XY Planning Network fintech battle https://t.co/Sdn5mqplGt via @investmentnews

[ZebraSmash @zebra_smash]

@RetireMeASAP @acmejla You can check us out: ZebraSmash is a podcast dedicated to helping advisors practically hone their craft. We’re a conference in your pocket.