An amazing group of well-deserving advisors being recognized by @Investopedia today. A BIG congrats to all, I'm honored to be included. 👉 Check out the full list: https://t.co/LCNzccXC6t

Marketing not working? Join @kendrarockslife & me LIVE on stage at @FutureProof_HQ Festival ☀️ We're selecting ONE advisor for a live podcast recording, where we'll solve your biggest marketing challenge in 30 min. Requirements: ✅ At Future Proof (in person) ✅ Ready to

Democrats were not fighting for you—they were fighting to keep the stock prices of insurance companies high using taxpayer money! But the pandemic is over. And the expiring COVID handouts only amount to 3.3% of TOTAL premium increases next year. ObamaCare was always broken.

Attending Future Proof? Play golf? I have room for THREE more to join us at the (unofficial) 4th Annual Future Proof Golf Outing. ▸ When: Sunday, September 7th (consecutive tee times beginning at 7:45am PST) ▸ Where: Pelican Hill (North Course) ▸ What: Casual round of

Is AI really your thought partner, or are you just offloading your thinking to AI? One is active, the other is passive. One makes you a better thinker, one makes you worse.

What if everything you’ve learned about money completely changes once you cross the $1 million mark? I had a blast chatting with @dollarsanddata this week about his new book, The Wealth Ladder. We discussed: → Why retirement savers with $1-10 million often feel financially

If you know, you know: https://t.co/rF5rJkZN7p

Shout out to all the advisors listening to my podcast with @DefineFinancial “Advisor Marketing Made Simple.” A quick review means a lot to let us know you are listening, what you enjoy most, and what makes the show stand out to you. 🙏

My book, The Wealth Ladder, is now available: https://t.co/rF5rJkZN7p

I've been thinking a lot about Scottie's comments this week, and I'm not sure anyone has viewed them the way I did, so if you don't mind, I want to share why they resonated with me: Don't let your job define who you are.

I've been using Exhibit A (custom chart-building service by @mattcerminaro and @michaelbatnick ) since its launch in March. Since adopting it, I've identified two very specific use cases for it in my practice. If you're interested in learning more about the service + how I'm

Does anyone use the YouTube Music app as their primary source for listening to podcasts? If so, please send me a DM—I have a quick question for you. Thanks!

Just crossed a billion congrats @Perth_Tolle !!!

🚨 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:

Name a bigger lie. I'll wait.

As I said in my recent interview with Taylor, China would just raise their tariffs again by today. The US is underestimating China. They are our economic and military equal. They will not be bullied. We're doing this ALL wrong. https://t.co/hbrgtlKOSV

Big thanks to @cullenroche for joining me on the pod to chat tariffs, markets, and kids preventing us from taking naps. Listen here:

Outside of our awesome Practice Manager Cathy, every other member of our awesome team (client-facing as well as back-stage) has come from networking and socials. I'm confident that our next unicorn rockstar team members is out there. Please view and share or apply as you see fit.

There's a reason you're seeing more and more financial advisor communities pop up. Clearly, being a part of a community is proving to be an essential component to financial advisor success. And while I can't tell you if @theadvisorgc is the right community for you, I can tell

Are you overlooking international stocks? That could be a BIG mistake. For over a decade, the U.S. has outperformed—but history suggests a global shift may be coming. Join us on March 13 as Jack and I discuss: 🌎Why current US valuations are sending warning signals to investors

Advisors: Ever feel like you’re throwing spaghetti at the wall with your marketing? Trying everything… but unsure what’s ACTUALLY working?

One of my favorite conferences of the year! Get 20% off Jolt! by using the discount code 'SIMPLE' when registering 👇