🔥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

“It’s not how much you earn. It’s how much you save” says Huey Lewis. Love this. And one of the best concerts from TD Ameritrade’s LINC conference. 💚

Thanks TradeTalks Nasdaq and Jill Malandrino for letting us spread the word about FinServ Foundation and the importance of #financialliteracy and #mentorship as we look to grow the #financialplanning profession. Always fun to be with Jamie Hopkins Dr. Preston D. Cherry, CFP® Dr David Rhoiney

So many #Hiddenfigures in #wealthmanagement - there’s a role for everyone. Thanks to Jill Malandrino Nasdaq and TradeTalks for helping raise awareness of FinServ Foundation

.FPA NexGen Don’t miss this opportunity to connect with the smart, talented and passionate volunteer mentors working with FinServ Foundation Invaluable opportunity to learn💡 from each other and 🚀 your career.

If you have some extra time, this is a great opportunity to help families facing #cancer diagnoses. Research shows patients face better health outcomes when their finances are handled. #powerprobono #foundationforfinancialplanning

81% of CFP Professionals under age 35 agree that offering pro bono financial planning has helped them develop more effective client listening and communication skills👂 It’s easy to get involved, check out this article from FFP

Only communicate w/ clients using compliance-approved channels. Only communicate w/ clients using compliance-approved channels. Only communicate w/ clients using compliance-approved channels. "Off-channel comms tops list of concerns in compliance survey" citywire.com/ria/news/off-c…

Embrace your team’s Brilliant Differences! Take advantage of generational differences to create a stronger team. Listen ⬇️ to learn how to retain talent and empower associates to take ownership of their own development journey. With finka finkainc.com/portfolio/epis…

Excited to be back on stage at Future Proof Festival, along with Suzanne Siracuse and Anna Chaiken of Ritholtz Wealth to talk about Secrets to Building a Scalable Dream Team. See you Monday at the Level Up stage at 12:05 🎤 😎 🏖️Future Proof #FutureProofFestival

Apologies to the rest of the flight, but I convinced Suzanne Siracuse to get the seat next to me on the way to Future Proof. Looking forward to seeing everyone! #FutureProofFestival #HuntingtonBeach

Can’t wait to share the THRIVE stage with Kellan Brown and share our thoughts on Impacting the next generation of women leaders in financial services. #WIFSThrive2024 #NextGen #wealthmanagment #women #leadership

🚀 The Net Positive Consortium in Wealth Management Launches: Uniting Firms for Collective Impact! 🌍 Proud to be part of this exciting milestone as leading RIA & wealth management & partner firms launch this groundbreaking initiative 👏🏻 prnewswire.com/news-releases/… Suzanne Siracuse

What a great conversation about the importance of building a pipeline of talent to support business growth! Thank you blxinternship Luis F. Rosa, CFP®EA Shawn Tydlaska, CFP® Chloé Moore, CFP® for your work. BLX Internships are now available. Make sure your firm is taking advantage of this talent.

This is #NextGen talent. Look at this great group of FinServ Foundation fellows at the Nitrogen #FISummit. You can meet them at noon today at the FinServ Meet-n-Greet at the Partner Marketplace, Showcase 2 Shoutout to Wealth.com for the shirts!

Find us in the back right of the Partner Showcase.

🚨 Happening Now! 🚨Live at #T32025 A magical convo Kate Healy Steve Quirk @Robinhood Robb Baldwin TradePMR diving into long term plans to support FAs and to be helpful and useful T3 Technology Tools Joel Bruckenstein

Highlights from #T32025 kickoff T3 Technology Tools Joel Bruckenstein! Big thanks to our sponsors and presenters Google AI Microsoft What’s been your favorite moment so far? Sound up and share your thoughts!

🚨 Foundation Update 🚨 We are excited to announce our newly appointed FinServ Foundation Fellow Advisory Board! We are looking forward to great things ahead!

Great advice from Leslie Norman, CTO of Dynasty Financial Partners - You have to be ready for AI from a data perspective. #SynapseSummit2025 #InnovationLivesHere