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#financialadvisors search results

dominate2day's profile picture. I Help Advisors Get More Clients & Transition to Independence | 26 Years | 3X Closing Rates | Founder & CEO, Client Acquisition Academy
Ermos Erotocritou | Coach | CFP
@dominate2day
7 h

Chipotle, Gelato, and Rummikub. Family game night isn’t just a break: it’s the goal. The 'Lifestyle' part of our FLEX Framework is why we build systems. To stop chasing and start being present. This is the ROI of a scalable practice. #FLEXLifestyle #FinancialAdvisors

dominate2day's tweet image. Chipotle, Gelato, and Rummikub. Family game night isn’t just a break: it’s the goal. The 'Lifestyle' part of our FLEX Framework is why we build systems. To stop chasing and start being present. This is the ROI of a scalable practice. #FLEXLifestyle #FinancialAdvisors
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VirginieNgo's profile picture. Globe trotter | It's all about #sociallistening, economics, science, aerospace... :) | Principal CSM @Talkwalker & @Hootsuite Ex @Opinion_Act , @Airbus
Virginie Ngo
 @VirginieNgo
May 2

How often should financial advisors reach out to clients? 📨 The sweet spot might surprise you! Dive into the balance of engagement and annoyance, and elevate your email game. Let's connect! 💼✨ #EmailMarketing #FinancialAdvisors ow.ly/GI3E50YTSfS

VirginieNgo's tweet image. How often should financial advisors reach out to clients? 📨 The sweet spot might surprise you! Dive into the balance of engagement and annoyance, and elevate your email game. Let's connect! 💼✨ #EmailMarketing #FinancialAdvisors ow.ly/GI3E50YTSfS
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wealthtender's profile picture. 🎯 Find & compare financial advisors based on fit and real client feedback. The only nationwide directory featuring 5-Star Certified Advisor Review™ recipients.
wealthtender
@wealthtender
May 1

📈 Should you hire a financial advisor who charges an asset-based fee? Get to know financial advisors featured on Wealthtender. Currently in the Spotlight (randomly selected): 1️⃣ Letitia Berbaum 2️⃣ Mark Diehl 3️⃣ Allen Gibson #financialadvisors #financialplanning

wealthtender's tweet card. Many financial advisors charge an asset-based fee such as 1% of your assets managed. Is an asset-based fee financial advisor right for you?
Financial Advisors Who Charge an Asset-Based Fee
Source: wealthtender.com
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finplan's profile picture. News, analysis, insights and data for financial advisors
Financial Planning
@finplan
May 2

Clichés like “goals-based,” “holistic” and “personalized” riddle most wealth managers websites, a marketing survey finds. But there are ways to avoid them. #financialplanning #marketing #financialadvisors bit.ly/4ujQbyv

finplan's tweet card. When the same buzzwords — "fiduciary," "holistic," "goals-based," "client-driven" — appear on most wealth firms' websites, they do little to help firms stand out in a crowded market, experts say....
Financial advisors face a 'cliché crisis' in marketing
Source: financial-planning.com
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iw_inst's profile picture. We are the premier source for financial advising news, podcasts, publications, current industry webinars, CE events and certifications! #ExceptionalAdvisor
Investments & Wealth Institute
 @iw_inst
Mar 19

In our latest Exceptional Advisor Podcast episode, Libet joins Sean Walters to discuss how the profession is evolving as artificial intelligence advances and fiduciary expectations continue to rise. Watch the full episode: hubs.li/Q047xJ1G0 #FinancialAdvisors

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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Mar 20

Corporate transactions, like M&A, are happening faster and faster and the rules are getting trickier. #FinancialAdvisors, are you prepared? There's a technical track that can help. #NAPA401kSummit agenda: napa-net.org/events/napa-40… #NAPANation #TheAdvisorExperience #401k

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GrantdEquity's profile picture. Professional Equity Compensation risk analysis and tax planning tools to help financial advisors attract and provide guidance to executives.
Grantd
 @GrantdEquity
Apr 29

Advisors can uncover $750k+ in new AUA from a single equity compensation client… when they have the tools to guide these complex decisions well. Unlock more for your clients and your practice: bit.ly/4d4Whxt #FinancialAdvisors #EquityCompensation

GrantdEquity's tweet image. Advisors can uncover $750k+ in new AUA from a single equity compensation client… when they have the tools to guide these complex decisions well. Unlock more for your clients and your practice: bit.ly/4d4Whxt #FinancialAdvisors #EquityCompensation
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InsNewsNet's profile picture. [Your industry. One Source] http://t.co/pYaWjlFb is the leading trade resource for breaking news, sales strategies, expert market analyses and more.
InsuranceNewsNet
@InsNewsNet
Apr 8

Helping clients navigate Social Security isn’t just a "value-add" anymore—it’s the bedrock of a solid retirement plan. 📈 innmb.com/4vtHbZ8 #RetirementPlanning #FinancialAdvisors #SocialSecurity

InsNewsNet's tweet image. Helping clients navigate Social Security isn’t just a "value-add" anymore—it’s the bedrock of a solid retirement plan. 📈 innmb.com/4vtHbZ8 #RetirementPlanning #FinancialAdvisors #SocialSecurity
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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Mar 29

What signals are pointing to what comes next? Join us for insights on policy trends, growth drivers, and real saver data shaping the future of plan design and engagement. Register now: napa-net.org/events/webcast… #RetirementPlanning #FinancialAdvisors

NAPA401K's tweet image. What signals are pointing to what comes next? Join us for insights on policy trends, growth drivers, and real saver data shaping the future of plan design and engagement. Register now: napa-net.org/events/webcast… #RetirementPlanning #FinancialAdvisors
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glgrombacher's profile picture. Doing my Best
George Grombacher
 @glgrombacher
Feb 19

An AI girlfriend? Hard pass. An AI replacing real advisors? Also no. AI isn’t here to replace humans. It’s here to expose them. Used correctly, AI makes good advisors better. More efficient. More prepared. More effective. #AI #FinancialAdvisors #HumanJudgment #FutureOfWork

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iw_inst's profile picture. We are the premier source for financial advising news, podcasts, publications, current industry webinars, CE events and certifications! #ExceptionalAdvisor
Investments & Wealth Institute
 @iw_inst
Apr 3

The role of the financial advisor is changing fast, and in our latest blog we outline what still matters most: a service-first mindset, a commitment to lifelong learning, and the ability to build trust over time. Read more: hubs.li/Q049z9gs0 #FinancialAdvisors

iw_inst's tweet image. The role of the financial advisor is changing fast, and in our latest blog we outline what still matters most: a service-first mindset, a commitment to lifelong learning, and the ability to build trust over time. Read more: hubs.li/Q049z9gs0 #FinancialAdvisors
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finplan's profile picture. News, analysis, insights and data for financial advisors
Financial Planning
@finplan
Apr 11

As Kimberly Foss moved from being a solo practitioner in her own practice to being a part of a much larger team @MercerAdvisors, there were many key transitions along the way. #practicemanagement #financialadvisors #RIAs bit.ly/3SXAPA0

finplan's tweet card. Pivoting from "this company will always be mine" to "I need to find a partner who can help me maintain continuity" is a necessary mindset shift for advisors making continuity plans.
I sold my RIA — here's what you can learn from my merger
Source: financial-planning.com
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TonyVidler's profile picture. Getting customers to CHOOSE YOU is my gig. Addicted to family, fun, coffee, wine, & laughter - & Building Better Businesses. Carpe Vinum! #valueofadvice #USP
Tony Vidler, ChFC 🇺🇦✡︎
 @TonyVidler
Mar 25

RT @finplan Financial advisors, what is your pay? More importantly, according to @SuccessionRG , how does your RIA's compensation strategy reflect its long-term plans? #RIAs #financialadvisors #professionaldevelopment buff.ly/uQFfpY7

TonyVidler's tweet image. RT @finplan Financial advisors, what is your pay? More importantly, according to @SuccessionRG , how does your RIA's compensation strategy reflect its long-term plans? #RIAs #financialadvisors #professionaldevelopment buff.ly/uQFfpY7
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finplan's profile picture. News, analysis, insights and data for financial advisors
Financial Planning
@finplan
Apr 14

Which firms pay the most to advisors generating $400K a year in revenue? Find out in our annual broker comp survey. #financialplanning #financialadvisors #compensation bit.ly/4vqkTYh

finplan's tweet card. Most "regional firms" still have fairly generous compensation for advisors at the low end of revenue production. But at Janney and RBC, the pay rates are lower and much closer to those of large Wall...
Best advisor pay for the $400K producer
Source: financial-planning.com
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TheBondBuyer's profile picture. The Bond Buyer is the only independent resource serving the complete municipal finance community.
The Bond Buyer
@TheBondBuyer
Apr 17

RBC Capital Markets, Montague DeRose and Acacia Financial Group were new entrants into the top 10, bumping KNN Public Finance, Omnicap Group and Municipal Capital Markets Group. #muniland #primarybondmarket #financialadvisors #rankings bit.ly/4sIGOad

TheBondBuyer's tweet card. RBC Capital Markets, Montague DeRose and Acacia Financial Group were new entrants into the top 10, bumping KNN Public Finance, Omnicap Group and Municipal Capital Markets Group.
PFM remained top FA in Q1
Source: bondbuyer.com
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TheBondBuyer's profile picture. The Bond Buyer is the only independent resource serving the complete municipal finance community.
The Bond Buyer
@TheBondBuyer
Apr 25

The request for comment "represents the first phase of MSRB's Municipal Advisor Retrospective Rule Review process – one made more effective with robust feedback and collaboration from stakeholders," said MSRB Board Vice Chair Wendell Gaertner. #muniland #financialadvisors

TheBondBuyer's tweet card. "Retiring these terms eliminates unnecessary ambiguities associated with their use in MSRB rules," MSRB Board Vice Chair Wendell Gaertner said.
MSRB seeks comment on draft amendments to retire financial advisor terminology
Source: bondbuyer.com
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dominate2day's profile picture. I Help Advisors Get More Clients & Transition to Independence | 26 Years | 3X Closing Rates | Founder & CEO, Client Acquisition Academy
Ermos Erotocritou | Coach | CFP
@dominate2day
7 h

Chipotle, Gelato, and Rummikub. Family game night isn’t just a break: it’s the goal. The 'Lifestyle' part of our FLEX Framework is why we build systems. To stop chasing and start being present. This is the ROI of a scalable practice. #FLEXLifestyle #FinancialAdvisors

dominate2day's tweet image. Chipotle, Gelato, and Rummikub. Family game night isn’t just a break: it’s the goal. The 'Lifestyle' part of our FLEX Framework is why we build systems. To stop chasing and start being present. This is the ROI of a scalable practice. #FLEXLifestyle #FinancialAdvisors
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finplan's profile picture. News, analysis, insights and data for financial advisors
Financial Planning
@finplan
May 2

Clichés like “goals-based,” “holistic” and “personalized” riddle most wealth managers websites, a marketing survey finds. But there are ways to avoid them. #financialplanning #marketing #financialadvisors bit.ly/4ujQbyv

finplan's tweet card. When the same buzzwords — "fiduciary," "holistic," "goals-based," "client-driven" — appear on most wealth firms' websites, they do little to help firms stand out in a crowded market, experts say....
Financial advisors face a 'cliché crisis' in marketing
Source: financial-planning.com
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VirginieNgo's profile picture. Globe trotter | It's all about #sociallistening, economics, science, aerospace... :) | Principal CSM @Talkwalker & @Hootsuite Ex @Opinion_Act , @Airbus
Virginie Ngo
 @VirginieNgo
May 2

How often should financial advisors reach out to clients? 📨 The sweet spot might surprise you! Dive into the balance of engagement and annoyance, and elevate your email game. Let's connect! 💼✨ #EmailMarketing #FinancialAdvisors ow.ly/GI3E50YTSfS

VirginieNgo's tweet image. How often should financial advisors reach out to clients? 📨 The sweet spot might surprise you! Dive into the balance of engagement and annoyance, and elevate your email game. Let's connect! 💼✨ #EmailMarketing #FinancialAdvisors ow.ly/GI3E50YTSfS
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wealthtender's profile picture. 🎯 Find & compare financial advisors based on fit and real client feedback. The only nationwide directory featuring 5-Star Certified Advisor Review™ recipients.
wealthtender
@wealthtender
May 1

📈 Should you hire a financial advisor who charges an asset-based fee? Get to know financial advisors featured on Wealthtender. Currently in the Spotlight (randomly selected): 1️⃣ Letitia Berbaum 2️⃣ Mark Diehl 3️⃣ Allen Gibson #financialadvisors #financialplanning

wealthtender's tweet card. Many financial advisors charge an asset-based fee such as 1% of your assets managed. Is an asset-based fee financial advisor right for you?
Financial Advisors Who Charge an Asset-Based Fee
Source: wealthtender.com
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rethinking65's profile picture. For financial advisors and others helping clients age 50-plus. We explore retirement, money, longevity, work and homes, and want to change thinking on aging.
Rethinking65
 @rethinking65
May 1

Fannie Mae is now accepting crypto-backed mortgages. For clients with appreciated digital assets, it raises an important question: is this a smart move or a risk not worth taking? rethinking65.com/are-crypto-bac… #CryptoMortgage #RetirementPlanning #FinancialAdvisors #Rethinking65

rethinking65's tweet card. Fannie Mae is accepting crypto for down payments, but digital-assets experts Ric Edelman and Jon Henderson want you to know this first.
Are Crypto-backed Mortgages A Good Idea?
Source: rethinking65.com
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visionarysquare's profile picture. /*********/ Securities offered through LPL Financial, Member SIPC https://t.co/cLcsbS9MUY
Visionary Square
 @visionarysquare
May 1

75% of advisors say compliance is a top tech challenge (via InvestmentNews). Visionary Square fixes the foundation: hubs.la/Q04cK5gL0 #VisionarySquare #FinancialAdvisors #WealthManagement

visionarysquare's tweet image. 75% of advisors say compliance is a top tech challenge (via InvestmentNews). Visionary Square fixes the foundation: hubs.la/Q04cK5gL0 #VisionarySquare #FinancialAdvisors #WealthManagement
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RAMarketing3's profile picture. We have over 20 years of experience in leadership, sales, and marketing (specifically using Facebook for event promotion and lead generation). Prior to starting
RA Marketing
 @RAMarketing3
May 1

Want digital marketing for your in-person or online events? We do that. Want direct mail marketing for your events? We do that too. Want a custom hybrid approach? Even better. Learn more here → goradigital.com #ramarketing #financialadvisors #eventmarketing

RAMarketing3's tweet image. Want digital marketing for your in-person or online events? We do that. Want direct mail marketing for your events? We do that too. Want a custom hybrid approach? Even better. Learn more here → goradigital.com #ramarketing #financialadvisors #eventmarketing
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Ragothaman1982's profile picture.
ragothaman anandarao
 @Ragothaman1982
May 1

the second life time you cannot afford to start practicing after studies. you have to continue the 2nd janmam & start practice after birth😀. #financialadvisors

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AssetMark's profile picture. Powering independent financial advisors with solutions that help them deliver better investor outcomes and grow their practices.
AssetMark
@AssetMark
Apr 30

As AI advances, the goal should not be to replace human connection with digital imitation. Zach Kass joins AssetMark’s AM Radio to discuss one of the most important risks of this moment: dehumanization. Listen now: bit.ly/47ZCOLc #FinancialAdvisors #WealthManagement

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DATALeader1's profile picture. DATALeader™ was made for Financial Advisors seeking seminar audiences, direct mail marketing, and laser targeted data that delivers results.
DATALeader™
 @DATALeader1
Apr 30

Financial planning isn’t an add-on anymore — it’s the growth engine. The future isn’t less planning — it’s more of it. #FinancialAdvisors #WealthManagement #FinancialPlanning #AdvisorGrowth connectmoney.com/stories/carson…

DATALeader1's tweet card. Carson Group has acquired Harbor Wealth Management, which oversees $396 million in assets under management.  Green Bay, WI-based Harbor Wealth Management, founded in 2010, is led by partners and se...
Carson Group Acquires $400M Wisconsin Firm
Source: connectmoney.com
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rethinking65's profile picture. For financial advisors and others helping clients age 50-plus. We explore retirement, money, longevity, work and homes, and want to change thinking on aging.
Rethinking65
 @rethinking65
Apr 30

College students expect $80K starting salaries. The real average is $56,153. That gap has a way of becoming a family financial problem. @rethinking65 has the full breakdown. rethinking65.com/many-college-s… #FinancialAdvisors #Rethinking65 #WealthTransfer

rethinking65's tweet card. Graduates actually average $56K in their first year, and many worry AI could take their jobs away, a study finds.
Many College Students Unrealistically Expect $80K Starting Salaries
Source: rethinking65.com
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iw_inst's profile picture. We are the premier source for financial advising news, podcasts, publications, current industry webinars, CE events and certifications! #ExceptionalAdvisor
Investments & Wealth Institute
 @iw_inst
Apr 30

Herman Brodie unpacks the science behind why our attention naturally drifts toward noise and volatility, and what advisors can do about it. ▶️ Catch the full Exceptional Advisor Podcast episode to go deeper: hubs.li/Q04d-LlB0 #FinancialAdvisors #TrustBuilding

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MEG_Marketing_'s profile picture. Watch Podcast here: https://t.co/SHSsyqYVgL Book a Free 15 Minute Consultation Now: https://t.co/SzOfFbjRZn
Mark E. Gaffney
 @MEG_Marketing_
Apr 30

🎙️ Quick marketing tips for Financial Advisors ⚡️ Get practical strategies to stand out in the market, build trust faster, and book more appointments in just 30 seconds. Subscribe for more! 📈✅ #FinancialAdvisors #MarketingTips

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GrantdEquity's profile picture. Professional Equity Compensation risk analysis and tax planning tools to help financial advisors attract and provide guidance to executives.
Grantd
 @GrantdEquity
Apr 29

Advisors can uncover $750k+ in new AUA from a single equity compensation client… when they have the tools to guide these complex decisions well. Unlock more for your clients and your practice: bit.ly/4d4Whxt #FinancialAdvisors #EquityCompensation

GrantdEquity's tweet image. Advisors can uncover $750k+ in new AUA from a single equity compensation client… when they have the tools to guide these complex decisions well. Unlock more for your clients and your practice: bit.ly/4d4Whxt #FinancialAdvisors #EquityCompensation
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iw_inst's profile picture. We are the premier source for financial advising news, podcasts, publications, current industry webinars, CE events and certifications! #ExceptionalAdvisor
Investments & Wealth Institute
 @iw_inst
Apr 29

Webinar Tomorrow! 7 Essential Data Points for Growth in Your Practice 📅 April 30 - 12:30PM - 1:30PM ET 👉 Register Today! hubs.li/Q04dVdgf0 #FinancialAdvisors #WealthManagement #PracticeManagement

iw_inst's tweet image. Webinar Tomorrow! 7 Essential Data Points for Growth in Your Practice 📅 April 30 - 12:30PM - 1:30PM ET 👉 Register Today! hubs.li/Q04dVdgf0 #FinancialAdvisors #WealthManagement #PracticeManagement
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visionarysquare's profile picture. /*********/ Securities offered through LPL Financial, Member SIPC https://t.co/cLcsbS9MUY
Visionary Square
 @visionarysquare
Apr 29

Before you worry about showing up in ChatGPT, ask yourself: Can prospects even find clear, helpful content from you today? AI search rewards relevance—not shortcuts. Read more from David Buzo, CMO: hubs.la/Q04dScXy0 #VisionarySquare #FinancialAdvisors #RIA #AISearch

visionarysquare's tweet image. Before you worry about showing up in ChatGPT, ask yourself: Can prospects even find clear, helpful content from you today? AI search rewards relevance—not shortcuts. Read more from David Buzo, CMO: hubs.la/Q04dScXy0 #VisionarySquare #FinancialAdvisors #RIA #AISearch
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rethinking65's profile picture. For financial advisors and others helping clients age 50-plus. We explore retirement, money, longevity, work and homes, and want to change thinking on aging.
Rethinking65
 @rethinking65
Apr 29

50% of millennials and Gen Xers who inherit leave the advisor managing those assets. For baby boomers inheriting from their parents, that number is 66%. rethinking65.com/advisors-arent… #WealthTransfer #FinancialAdvisors #Rethinking65

rethinking65's tweet card. New studies refute the stat that 70% of spouses leave their advisors. The next generation is another story, however.
Advisors Aren’t Losing Widows. They’re Losing the Next Generation
Source: rethinking65.com
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RAMarketing3's profile picture. We have over 20 years of experience in leadership, sales, and marketing (specifically using Facebook for event promotion and lead generation). Prior to starting
RA Marketing
 @RAMarketing3
Apr 29

Recent stats from a seminar event in Tennessee! Ask us for our recommendations for events in your area! Learn more here → goradigital.com #ramarketing #financialadvisors #eventmarketing #digitalmarketing #webinar #seminar #leadgeneration #directmail #radio

RAMarketing3's tweet image. Recent stats from a seminar event in Tennessee! Ask us for our recommendations for events in your area! Learn more here → goradigital.com #ramarketing #financialadvisors #eventmarketing #digitalmarketing #webinar #seminar #leadgeneration #directmail #radio
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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Mar 26

New data shows DB plans are evolving with cash balance designs now making up roughly 65% of all DB plans and growing rapidly. Read more: napa-net.org/news/2026/3/th… #FinancialAdvisors #RetirementPlanning #PlanSponsors #RetirementIncome

NAPA401K's tweet image. New data shows DB plans are evolving with cash balance designs now making up roughly 65% of all DB plans and growing rapidly. Read more: napa-net.org/news/2026/3/th… #FinancialAdvisors #RetirementPlanning #PlanSponsors #RetirementIncome
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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Mar 18

🙌Once again, we are proud to announce our list of the 2026 NAPA Top DC Advisor Teams with assets under advisement over $100 million! Read on to find out who made it: napa-net.org/news/2025/3/br… #TopDCAdvisors #RetirementPlanning #FinancialAdvisors #PlanSponsors

NAPA401K's tweet image. 🙌Once again, we are proud to announce our list of the 2026 NAPA Top DC Advisor Teams with assets under advisement over $100 million! Read on to find out who made it: napa-net.org/news/2025/3/br… #TopDCAdvisors #RetirementPlanning #FinancialAdvisors #PlanSponsors
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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Mar 29

🏎️ The energy. The insights. The connections. Experience it all at the NAPA 401(k) Summit — the premier event built for and by retirement plan advisors. Register today: ow.ly/zabl50XgwPR #NAPA401kSummit #FinancialAdvisors #RetirementPlanning #TheAdvisorExperience

NAPA401K's tweet image. 🏎️ The energy. The insights. The connections. Experience it all at the NAPA 401(k) Summit — the premier event built for and by retirement plan advisors. Register today: ow.ly/zabl50XgwPR #NAPA401kSummit #FinancialAdvisors #RetirementPlanning #TheAdvisorExperience
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dominate2day's profile picture. I Help Advisors Get More Clients & Transition to Independence | 26 Years | 3X Closing Rates | Founder & CEO, Client Acquisition Academy
Ermos Erotocritou | Coach | CFP
@dominate2day
7 h

Chipotle, Gelato, and Rummikub. Family game night isn’t just a break: it’s the goal. The 'Lifestyle' part of our FLEX Framework is why we build systems. To stop chasing and start being present. This is the ROI of a scalable practice. #FLEXLifestyle #FinancialAdvisors

dominate2day's tweet image. Chipotle, Gelato, and Rummikub. Family game night isn’t just a break: it’s the goal. The 'Lifestyle' part of our FLEX Framework is why we build systems. To stop chasing and start being present. This is the ROI of a scalable practice. #FLEXLifestyle #FinancialAdvisors
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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Apr 10

Are you fully leveraging what it means for your clients and your practice? If you’re advising retirement plans in 2026, this is a conversation worth your time. 👉 napa-net.org/events/webcast… 🤝@Vestwell #RetirementPlans #FinancialAdvisors #NAPA #PracticeGrowth

NAPA401K's tweet image. Are you fully leveraging what it means for your clients and your practice? If you’re advising retirement plans in 2026, this is a conversation worth your time. 👉 napa-net.org/events/webcast… 🤝@Vestwell #RetirementPlans #FinancialAdvisors #NAPA #PracticeGrowth
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finplan's profile picture. News, analysis, insights and data for financial advisors
Financial Planning
@finplan
Apr 11

When it comes to helping clients through divorce, it's not about winning a competition for all the assets. Instead, it's about smart restructuring that considers after-tax value and more: bit.ly/4dKw8UM #divorce #financialadvisors #FinancialPlanning #WealthThink

finplan's tweet image. When it comes to helping clients through divorce, it's not about winning a competition for all the assets. Instead, it's about smart restructuring that considers after-tax value and more: bit.ly/4dKw8UM #divorce #financialadvisors #FinancialPlanning #WealthThink
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trustandwill's profile picture. Helping 1M+ families plan for the future. EstateOS powers AI-driven estate planning for families & financial pros. Featured on CNBC's Disruptor 50.
Trust & Will
@trustandwill
Nov 19

📢 Trust & Will is honored to be ranked #178 on the 2025 @Deloitte Technology #Fast500! Thank you to the employees and partners who continue to drive this mission forward with us. 🔗 Read more: trustandwill.com/learn/trust-an… #FinancialAdvisors #WealthManagement #EstatePlanning

trustandwill's tweet image. 📢 Trust & Will is honored to be ranked #178 on the 2025 @Deloitte Technology #Fast500! Thank you to the employees and partners who continue to drive this mission forward with us. 🔗 Read more: trustandwill.com/learn/trust-an… #FinancialAdvisors #WealthManagement #EstatePlanning
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trustandwill's profile picture. Helping 1M+ families plan for the future. EstateOS powers AI-driven estate planning for families & financial pros. Featured on CNBC's Disruptor 50.
Trust & Will
@trustandwill
Dec 17

Advisors: don't miss your final chance at this exclusive year-end offer of 50% off of our Premium Subscription. Only valid through December 31, 2025. 👉 Don't miss this one-time offer: bit.ly/4pHHFqy #FinancialAdvisors #AdvisorTech #AdvisorGifts #FinanceGifts

trustandwill's tweet image. Advisors: don't miss your final chance at this exclusive year-end offer of 50% off of our Premium Subscription. Only valid through December 31, 2025. 👉 Don't miss this one-time offer: bit.ly/4pHHFqy #FinancialAdvisors #AdvisorTech #AdvisorGifts #FinanceGifts
trustandwill's tweet image. Advisors: don't miss your final chance at this exclusive year-end offer of 50% off of our Premium Subscription. Only valid through December 31, 2025. 👉 Don't miss this one-time offer: bit.ly/4pHHFqy #FinancialAdvisors #AdvisorTech #AdvisorGifts #FinanceGifts
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glgrombacher's profile picture. Doing my Best
George Grombacher
 @glgrombacher
Dec 4

What can an analytical approach teach you about your personal finances? Stanley Leong talks about best practices for engineering your finances! #personalfinance #moneytips #financialadvisors

glgrombacher's tweet image. What can an analytical approach teach you about your personal finances? Stanley Leong talks about best practices for engineering your finances! #personalfinance #moneytips #financialadvisors
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trustandwill's profile picture. Helping 1M+ families plan for the future. EstateOS powers AI-driven estate planning for families & financial pros. Featured on CNBC's Disruptor 50.
Trust & Will
@trustandwill
Apr 28, 2025

🚨 70% of Americans now expect estate planning from their financial advisor. Are you delivering? Read more now 👉 bit.ly/3EHh8YU #FinancialAdvisors #EstatePlanning #KitcesResearch #AdvisorGrowth #TrustAndWill

trustandwill's tweet image. 🚨 70% of Americans now expect estate planning from their financial advisor. Are you delivering? Read more now 👉 bit.ly/3EHh8YU #FinancialAdvisors #EstatePlanning #KitcesResearch #AdvisorGrowth #TrustAndWill
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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Mar 26

Q: Can a safe harbor 401(k) plan that permits after-tax contributions still be exempt from the top-heavy requirements? A: napa-net.org/news/2026/3/a-… #RetirementPlanning #FinancialAdvisors #PlanConsultants

NAPA401K's tweet image. Q: Can a safe harbor 401(k) plan that permits after-tax contributions still be exempt from the top-heavy requirements? A: napa-net.org/news/2026/3/a-… #RetirementPlanning #FinancialAdvisors #PlanConsultants
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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Apr 16

Policy shapes the future of retirement—and advisors belong in that conversation. This is where your voice carries weight. Apply to attend: bit.ly/4kV4eXD #RetirementPlanning #FinancialAdvisors #FlyInForum #RetirementPolicy

NAPA401K's tweet image. Policy shapes the future of retirement—and advisors belong in that conversation. This is where your voice carries weight. Apply to attend: bit.ly/4kV4eXD #RetirementPlanning #FinancialAdvisors #FlyInForum #RetirementPolicy
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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Mar 23

Retirement isn’t a single moment—it’s a transition. New data shows workers are rethinking how they retire, with more flexible paths and phased approaches. Advisors should take note. napa-net.org/news/2026/3/su… #RetirementPlanning #FinancialAdvisors #PlanSponsors #WorkLifeBalance

NAPA401K's tweet image. Retirement isn’t a single moment—it’s a transition. New data shows workers are rethinking how they retire, with more flexible paths and phased approaches. Advisors should take note. napa-net.org/news/2026/3/su… #RetirementPlanning #FinancialAdvisors #PlanSponsors #WorkLifeBalance
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trustandwill's profile picture. Helping 1M+ families plan for the future. EstateOS powers AI-driven estate planning for families & financial pros. Featured on CNBC's Disruptor 50.
Trust & Will
@trustandwill
Sep 17

Advisors: The estate planning checklist every client meeting needs. Free download 👉 bit.ly/4gn7k4s #EstatePlanning #FreeGuide #FinancialAdvisors

trustandwill's tweet image. Advisors: The estate planning checklist every client meeting needs. Free download 👉 bit.ly/4gn7k4s #EstatePlanning #FreeGuide #FinancialAdvisors
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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Mar 25

Churn is rising—but so is stability where it counts. New data shows shifting retirement dynamics, with advisors needing to balance disruption and long-term outcomes. Learn more: napa-net.org/news/2026/3/ne… #FinancialAdvisors #RetirementPlanning #FinancialStability #AdvisorInsights

NAPA401K's tweet image. Churn is rising—but so is stability where it counts. New data shows shifting retirement dynamics, with advisors needing to balance disruption and long-term outcomes. Learn more: napa-net.org/news/2026/3/ne… #FinancialAdvisors #RetirementPlanning #FinancialStability #AdvisorInsights
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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Apr 10

NAPA’s professional development programs deliver the knowledge and ROI to fuel your success= 🌱 Start learning today: ow.ly/qIKz50Xq4lU #NAPAUP #FinancialAdvisors #ProfessionalDevelopment

NAPA401K's tweet image. NAPA’s professional development programs deliver the knowledge and ROI to fuel your success= 🌱 Start learning today: ow.ly/qIKz50Xq4lU #NAPAUP #FinancialAdvisors #ProfessionalDevelopment
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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Mar 19

The DOL has formally restored its long-standing framework for determining investment advice fiduciary status under ERISA, following court actions vacating the 2024 rule. Read more: napa-net.org/news/2026/3/do… #ERISACompliance #FinancialAdvisors #FiduciaryDuty

NAPA401K's tweet image. The DOL has formally restored its long-standing framework for determining investment advice fiduciary status under ERISA, following court actions vacating the 2024 rule. Read more: napa-net.org/news/2026/3/do… #ERISACompliance #FinancialAdvisors #FiduciaryDuty
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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Apr 13

Take advantage of the wide range of NAPA’s education and training resources, built to help advisors grow, connect, and lead. 🌱 Level Up today: ow.ly/bcnI50Xq4jr #NAPAUP #FinancialAdvisors #ProfessionalDevelopment

NAPA401K's tweet image. Take advantage of the wide range of NAPA’s education and training resources, built to help advisors grow, connect, and lead. 🌱 Level Up today: ow.ly/bcnI50Xq4jr #NAPAUP #FinancialAdvisors #ProfessionalDevelopment
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NAPA401K's profile picture. Join our elite network of retirement sales and investment professionals: https://t.co/siwINGUX8s,
NAPA - National Association of Plan Advisors
 @NAPA401K
Mar 29

What signals are pointing to what comes next? Join us for insights on policy trends, growth drivers, and real saver data shaping the future of plan design and engagement. Register now: napa-net.org/events/webcast… #RetirementPlanning #FinancialAdvisors

NAPA401K's tweet image. What signals are pointing to what comes next? Join us for insights on policy trends, growth drivers, and real saver data shaping the future of plan design and engagement. Register now: napa-net.org/events/webcast… #RetirementPlanning #FinancialAdvisors
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