Human-first, AI/Technology, Digital Assets. These are the three themes we're focusing on at Dovetail Financial. We're early in all three trends. How about you? All in? Dabling? Waiting and watching? Check out @shapingwealth, @zocksio, @BitwiseInvest #humanfirst #ai #crypto

Dovetail Financial is designed to capitalize on 3 trends shaping financial planning. 1. Human-first 2. AI 3. Digital assets All are gaining momentum, but we're still early. Exciting times to be an advisor.

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Financial clutter can overwhelm any of us. Financial spring cleaning is all about routine maintenance in our financial lives. It’s simple, only takes a few minutes, and comes with many benefits and rewards. Learn how to tackle financial spring cleaning in this month’s Newsletter.

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A full inbox, piles of paperwork, bills - if not maintained, financial clutter can cost you both money and time. Take control of your financial life with 6 easy financial spring cleaning tips in this month’s Visual Insights Newsletter.

What is financial clutter, and how do we deal with it? Maintaining your finances doesn’t have to be tedious or challenging. Discover the benefits of decluttering your finances in this month’s Visual Insights Newsletter. Check it out!

This looks great.

Many people are terrified about Trump, tariffs, the economy, etc. They read and watch the news regularly and only hear negative news, which makes long-term investing more challenging. I've shared https://t.co/UzdFANhzDc as an alternative perspective. Is anyone else sharing this?

Wow! This is awesome. Three major trends are shaping our profession: human-first, technology/AI, and Digital Assets/Crypto. I'm so excited to see this. Way to go, @MattMiddleton__ and @FutureProof_HQ .

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The future is bright for human-first financial advisors. Can't wait to share what's next. Thanks.

This new season in life involves certain constraints but also presents opportunities. I'm already working on a new project that captures the three major trends shaping our profession. I believe the next 5 years will be the most transformative period in the history of financial

Launching a conference from scratch is not for the faint of heart. I don't recommend it to anyone. Unless, of course, you have a team led by one of the most amazing humans I know. @lisaallen. Lisa, your passion for making a difference, your love for people, and your tenacity are

To the academic and therapy crowd. You provide the missing pieces advisors like me need to understand how people think, feel, and behave. May your future be filled with more keynote speeches, podcast interviews, and opportunities to train both new and not so new advisors. Mary

To the two people who inspired the Shift conference. @SuddenMoney @bportnoy_ Your insights were and still are invaluable. Because of you, I had to create Shift. In my mind, there was no choice. I had to do it.

To the thought leaders. There are too many to list. Thank you to the trailblazers for speaking, writing, and inspiring advisors. @behaviorgap , @RetirementRisks , @danielcrosby @juliejohnsonxyc @neilbage @DeirdreVanNest

To the advisors who attended Shift and are all-in on a human-first approach. You are the trailblazers. Thank you for sharing how you work. I wish you continued success. I could easily tag 100+ of you. Keep shifting the conversation. @Lawrence_Sprung @LauraLaTourette @danhaylett

To the founders and resource providers, keep innovating. Successful advisors must leverage technology to spend more quality time with clients. @Lumiant_io , @BentoEngine , @AssetMapLLC , and many more.

To the organizations that train advisors. Thank you. Without your education and leadership, the shift would never happen. Keep building your communities and creating practical content. Kudos to @shapingwealth @datapoints @MoneyQuotient @thinktoperform @SuddenMoney