Boom!! 💥💥Advisors — what you do matters! So fired up to be MarketCounsel #MSUM21

Which is why building an enduring firm is ESSENTIAL. Leverage multigenerational and diverse #advisors in leadership and #ownership paths, so that your firm serves clients through their entire need horizon. When an advisor retires, clients still need someone they trust. #ria

Data portability means different things to different people - Joel Bruckenstein at #MSUM21 TradePMR

We had a blast Matt Ackermann Advisorpedia Brian Hamburger and couldn’t have picked a better event or venue for this December. #MSUM21❤️

My kid built a hanger web across her room last night. Why? To capture the Grinch. I’m not even mad…❤️

I tried my hand at wallpapering yesterday. Roughly the equivalent of explaining NFTs to my grandma. I see you Caitlin Cook and Nicole Casperson

Nothing like the numb strong leg feeling of an endless jog that JUST WONT QUIT!! Do you trust the treadmill for distance, and apple watch for calories? Curious, friends.

You know you’re sick when you can’t even scroll the post Xmas clothing sales. 😩#makeitbetter #2022whereareu

Low by Flo Rida and Theodore ahh the sweet memories of college

Much love to everyone in line for a covid test or waiting on results. I feel like that’s 50% of the world rn.

Intentional planning: for advisors!! It’s never too early to start, but it can be too late. Don’t get blindsided. #Beintentional #finserv #fiduciary

Cooking pizza rolls for the first time since 2006. What’s up.

Given all the advancements of the last 30 years, why is Chuck E Cheese still super creepy? #happybirthday #mysundaywasawesome

Today, give a next gen advisor the opportunity to flex their ownership readiness. Let them lead a conversation or project. Step back and watch. They might surprise you. Seeing how you’ve prepared them well might even surprise yourself. #NextGen #ria #succession #fintwit

Totally do-able. There are thousands of RIAs hiring right now. They just need help with the how and where. Let’s show them SurgiFi

Stella approves! eMoney Advisor #nextgen #financialadvisor