🔥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

🚨 Exciting Opportunity Alert! 🚨 We’re searching for a dynamic Sales Leader to join our fast-growing, values-driven company. The ideal person will be based in (or willing to relocate to) our Nashville, TN office—one of the most vibrant and exciting cities in the country! ✨

What is the number 1️⃣ reason referrals aren't consistent for most advisors? Because they don't have a system for harvesting them automatically. But then, some advisors read Todd Fithian's article on Kitces.com and clued us in. 🤯 Todd designed a brilliant process

Let's go! 🚀

This is what I think about Downtown Josh Brown, and why I asked him to speak at #JOLTCONFERENCE Josh's keynote on June 10th will share the compelling story of how he executes at such a high level as CEO of Ritholtz Wealth, media powerhouse at CNBC, and industry leader via his prolific

🛑 The top misconception people have about marketing (and financial advice) is that it's mostly about numbers. 🟢 But it's more about BEHAVIOR. This is why we've asked three of the industry's foremost experts on behavioral finance to lead a session at #JOLTCONFERENCE Enter

My top goal for #JOLTCONFERENCE is to ensure that the content delivers value. This session with Taylor Schulte, CFP® and Kendra Wright is 💯 guaranteed to deliver! During this innovative session, you'll be able to watch as they bring an advisor on stage and troubleshoot their

The folks at Altruist are spot on here. Our data, compiled from more than 70,000,000 emails sent last year by 10,000 advisors, shows us exactly what works in email marketing. I'll add to their list that the best-performing emails aren’t just educational—they’re: ✅ Personally

There's no good excuse for not fixing this. You shouldn't be a financial advisor if you don't want to communicate consistently and meaningfully with your clients.

🚨 "Advisors aren’t getting clients on social media." 🚨 Heard that one before? Yeah, me too. But guess what? It’s dead wrong. 💡 The truth: Advisors are landing high-value clients—and adding tens of millions in AUM—directly from social media. Want to know how? Join us at

Turn Views into Clients: How Dave Zoller, CFP® Added $1M+ in Recurring Revenue with Video 🎥💰 Video marketing isn’t the future—it’s right now. And financial advisor Dave Zoller is proof that it’s a game-changer when done right. In this exclusive session at Jolt!, Dave will break

Come learn from this guy. He's speaking at #JoltConference

The more popular AI becomes, the less engaged I am with most people's content. The majority of it is regurgitated. Which is why I believe writing authentically and imperfectly is one of the best skills to cultivate. It's also why I'm doubling down on [imperfect] video.

My mom and dad are celebrating their 45th wedding anniversary in Minorca, Spain this week, and I'm so proud of them for being happy, and independent, and in love for all these years.❤️ It's not easy to achieve in this world, but they've done it. I've learned a lot from them.

When is AI going to replace getting in the gym at 5:30?

Before and after 2-year transformation My back yard used to be a dirt pile Now it's one of my favorite places in the world

🚨 Last chance! Registration for #JoltConference closes TONIGHT at midnight. ✅ The only marketing conference in finserve ✅ 40+ speakers from top firms ✅ Real strategies for AUM growth, AI, video, niche marketing & more Use my code ROBERTSOCIAL for 30% off:

Can you recommend any fee-only financial planners who work with young families, including those who need credit counseling, budget assistance, etc?

Do something hard Something you might not pull off Put your all into it Feel yourself get stronger Your confidence will swell Onto the next hard thing Growth never ends