🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Is your financial planning firm looking to hire? Let BLX help! We make it easy for firms to hire an intern by providing them with onboarding templates, orientation webinars, and diversity training. Apply now to participate in our program! buff.ly/3sgK4OM. #blxinternship

What’s the secret? How are so many people keeping their hair under control with this humidity at @FutureProofAC ? Me currently:

🙌🏻🙌🏻🙌🏻

We’re a pretty great duo 😏

You are a gem of a human Torie Happe Surround yourself with people who support your ideas for a better industry 😊🥹 And enjoy your wild stories 😂

Forever grateful for this experience 🙌🏻 Writing my chapter for “How I Invest My Money” changed my life so profoundly. Glad to see the book getting so much attention 😏

Working on something very exciting set to launch 1/1/24 🚀 Anyone have freelance PR referrals to help draft a press release and get it in front of eyeballs? Anyone 👀 help!

My disdain for Schwab4RIAs is growing faster than the speed of sound. It’s like they are allergic to doing anything correctly the 1st time. Thank you, Altruist for being the gem that you are ❤️

Behind the scenes action… cookin up something game changing. Stay tuned… 1/9/24 🥳

Big announcement today! Katrina Soelter and I have launched Avise Financial an RIA cooperative where advisors own their business, not the other way around! Thank you to Financial Planning and Victoria Zhuang for the write-up!

Help a friend out and give Avise Financial a follow! Give us a look if you're interested in getting back to what you want to be doing... working with clients!

. Avise Financial is here to shake things up! We're breathing new life into the RIA space by helping advisors get back to what they do best, meaningful work with clients. Thank you for the write-up InvestmentNews 🙌

Last year I added a question to my Calendly booking page… “Do you have a need for any accommodations during this call?” Most folks answer “no” or “no, but thanks for asking.” This is why… accessibility matters! Consider doing the same, who knows who you’ll reach.

Check out @shapingwealth and step up your game!

Is anyone looking to hire an entry level data or finical analyst? I have a new grad looking to get her start in our industry. Few highlights of this all ⭐️: 👩‍🎓 University of Michigan grad 💰 BA in Economics 🇺🇸 Currently active duty national guard Let me know happy to connect.

Feeling the love today 🙌🏻 ❤️ my clients!

Looking for an estate planning attorney in Colorado who understands and supports the redistribution of inherited wealth. Is that you? 🤔 Do you know someone who may fit the bill? 🤞 Any tips or referrals are much appreciated 🙌