Steve Dunlap
@SteveDunlap
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CEO at Meghan Fabulous. 2nd career fashion entrepreneur, Christian ✝️, former wealth mgmt exec. Dad, sailor, int'l yacht racing champion. #Bitcoin fanatic.
El Segundo, CA
Joined March 2012
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#セブンでスムージーはじめよう
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I paid $68k for
#Bitcoin
in 2021, rode it down to $16k and back up to $73k last week. You think I’m selling for a lousy $6k dip?!? Signed - all of us 😀
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Prediction:
#financialadvisors
will begin to use
#Bitcoin
as a portfolio diversifier, and a way to add what they call “
#alpha
” — and this has barely even begun
I spent nearly 30 years in the financial advisory industry, and the last decade as a senior executive. I had “quant
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@dotkrueger
This is the best
#Bitcoin
tweet you’ve ever tweeted. And you’ve had some damn good ones! God bless you.
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@dotkrueger
I could not agree more. I’ve been surveying
#FinancialAdvisor
and
#assetmanagement
friends, some of whom I’ve known for decades. Very few of them have meaningful awareness of
#Bitcoin
and NONE understand it. Some of these are people you see on
@CNBC
talking about markets and
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@rajatsonifnance
I sold all my stocks in late 2022. I was wrong. 2023 was great. Doesn’t change my conviction. Today I own 2 assets: Bitcoin and T-Bills that I’m waiting to mature so I can buy more
#Bitcoin
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Max out your Roth IRA and put it all in
#Bitcoin
. Why? Unlike regular IRA, all withdrawals from Roth are tax free. Imagine what that means when
#Bitcoin
🚀🌕
@unchainedcom
can help, and you keep the keys. (This is NOT a paid endorsement - just a happy customer.)
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@dotkrueger
@BritishHodl
I’ve enjoyed your thoughts on
#Bitcoin
and would love to hear your reaction to 👆 I thought I’d use my experience in the industry to add a different angle to the conversation. Cheers.
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I was a rookie stockbroker at Legg Mason in the 90’s. Bill Miller was like a god to us. I was giddy to shake his hand once. His track record speaks volumes. Listen to his explanation. And he has 50% of his net worth in
#Bitcoin
???? Pay attention, folks!
#HODL
Bill Miller holds the legendary Wall Street investment record of outperforming and beating the S&P 500 stock market index for 15 years.
Listen to Bill Miller explain
#bitcoin
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1K
3K
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Check out my interview with
@R_Alan_Moore
and
#xypnradio
for insights on
#fintech
and
#WealthManagement
@FolioDx
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I’m in Vegas this week. I can report that people are openly using US Dollars for drugs, gambling and prostitution. It’s probably best to shut down the USD.
#Bitcoin
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There are millions of posts about the coming bull market on
#BitcoinTwitter
. But, I don’t see much about running a
#Node
. IMHO, this is a near-obligation for the
#Bitcoin
faithful. For less than $600 you can support the network and contribute to the greatest assemblage of
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The 10 Stages of
#Bitcoin
I’m at Stage 10. How about you?
1.Toe in the water
@coinbase
2. It’s just “play money” I can afford to lose. Whatevs. Maybe I’ll read
#TheBitcoinStandard
🤷♂️
3.I bought more! I’ll just move to Central America if this doesn’t work out. I could still
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Why Advisors Should Be More ‘Iron Man,’ Less ‘Robo-Advisor’
@think_emilyz
#roboadvisors
#fintech
@FolioDx
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@BTCsessions
That’s what Wall Street refers to as a “leading indicator.” I suggest buying more
#Bitcoin
now!
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@Rothmus
Absolutely true. I haven’t had a car loan in years. Last year I sold my house and paid off the mortgage. I pay my credit cards off monthly and have zero debt. My credit score was 800+ a fews years back and is 100 points lower now. I never missed a payment in my life. Ridiculous.
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It's official - this is the first allocation to
#Bitcoin
that I've seen in a "model portfolio" published by the industry. Just a couple weeks ago I was discussing adoption by traditional
#WealthManagement
, saying that I hadn't yet seen this happen, but when it DOES happen it
There you have it.
Conservative is 1%
#Bitcoin
@BritishHodl
has been conservative. Not Bullish As Fuck.
1% with Fidelity + BlackRock current AUM = $145 BILLION buy.
With the BofA Bull Market Multiplier, that’s an additional $17.1 Trillion to market cap.
An additional
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We had to extend the time because the audience had so many questions! Great presentation by
@FacetWealth
and
@warburgpincus
#DDMSummit2018
Hot off the press, Anders Jones
@FacetWealth
shares details behind $33M PE investment made by Warburg Pincus. Driven by better solutions for the mass affluent and improved advisor productivity, this deal speaks to pressing industry issues.
#DDMSummit2018
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"growth of the Fintech."=1st clue! Author makes living on banks maybe?
@DamianCorbet
@NickAyton
@cgledhill
@FGraillot
@fintechna
@nextbank
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CEOs must create environment where crazy ideas are celebrated, not punished
@joshlinkner
#OneVoice16
@FolioDx
#fintech
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@BritishHodl
BTW, kudos on great content, trying to get regular folks to pay attention. I tell everyone in my life to learn about
#bitcoin
and am constantly amazed that almost nobody listens. The lack of curiosity and knee-jerk dismissal absolutely baffles me.
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I was so excited to scoop up some more
#Bitcoin
at sub-$70k prices, but then I realized I don't have any fiat left to do it with 😎
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How will
#financialadvisors
treat the new Bitcoin ETFs with their clients and with portfolios they recommend?
@Fidelity
and the other ETF manufacturers “get it” - but the distribution side of the industry doesn’t. What does that mean for
#Bitcoin
?
It seems I hit on something
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Thanks guys. It's a real pleasure and it's been a great two days!
#fintech
Getting lots of great press...we're psyched to have
@SteveDunlap
on board. Now it's time to get to work!
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Recording our podcast on
#IoT
and
#wealthmanagement
at
#ibminsight
@AmyxMcKinsey
@TheRudinGroup
@Stratym
#fintech
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@dotkrueger
There is definitely a “religious” component. Can you name any other financial asset that people “believe in” with the kind of personal conviction of
#Bitcoin
? I can’t.
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30 years in the fin svcs industry. I ran
#WealthManagement
at 2nd largest indy brokerage firm in the US. I know the game.
#Bitcoin
bull run hasn't even gotten started. 300k+ financial advisors in USA. Most have no clue. Yet. Learn about
#Bitcoin
now or live with regret.
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Is your
#fintech
strategy run by 50-somethings? Better read this.
@TheRudinGroup
http://t.co/AX3Tmhm1FU
via
@Enterprising
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Pleased to moderate a panel @
#DDMSummit2018
announcing
@warburgpincus
$33mm inv in
@FacetWealth
. Buying smaller accounts in advisors' books for 1x revenue, providing full planning and (through tech) profitable at 41bps. Game changer?
#fintech
#WealthManagement
#WealthTech
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.
@SeanMulln
concerned the
#WealthManagement
industry won't adopt
#fintech
quickly enough to keep advisors relevant
#FolioDX2016
@FolioDx
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The US Dollar is DESIGNED to decrease in value. If things go as planned, it will decrease ONLY 2% per year.
#Bitcoin
is DESIGNED to increase in value.
Is there really anything else you need to know to exit the fiat scam?
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@dotkrueger
I have ONLY orange-pilled my kids and I did that by promising to send them some
#Bitcoin
once they set up a wallet and sent me a receive address. This in spite of trying to orange-pill hundreds…. Maybe I’m just not good at it 😂
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Join me at
#ibminsight
2015 in Vegas for the largest big
#data
&
#analytics
conference in the world!
http://t.co/Y2e8056Gdt
#cloud
#mobile
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Yes! From wealth management to women’s fashion. Incongruous and I had a lot to learn but now I’m my own boss and control my own destiny - and our future is bright! Best decision I ever made.
@MeghanFabulous
#fashion
#Entrepreneurship
#ecommerce
Have you switched industries in your career?
Do you think you'll do it again?
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Scariest quote of the day, by
@ncorsanico
sales guy 4
@FolioDx
: my biggest competition is Microsoft Excel.
#FolioDX2016
#fintech
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Great fun and audience engagement interviewing
@FacetWealth
and
@warburgpincus
about their recent $33mm capital raise and innovative deal model. One of the highlights of
#DDMSummit2018
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Gr8 discussions
@TRowePrice
Exec Rndtble w Gen. Ray Odierno & others. Impressive
@HayAdamsHotel
view too.
@FolioDx
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What a week! Great recap of
@FolioDx
conference by
@NexusStrategy
@RIABiz
#FolioDX2016
#fintech
#WealthManagement
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What's that saying abt God giving us 2 ears & 1 mouth? I'm not perfect but I work hard on this
#leadership
@FolioDx
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We are growing & hiring for many new positions
@FolioDx
. Interested? Check out details at
#fintech
#WealthManagement
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I had a great discussion with Steve about how advisors should be using technology. Read more here:
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Annual
@FolioDx
client conf kicks off w/
@JMrak3
intro Rudy Giuliani and three great days in San Antonio.
#foliodx2016
#WealthManagement
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Thank you to my terrific panelists!
@runoranj
@blackrock
@quovo
#OneVoice16
#roboadvisors
#fintech
@FolioDx
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@BritishHodl
FWIW, yesterday I asked Grok to forecast the price of
#bitcoin
in April and it said $80k. Nobody knows of course, but the bull case is the closest thing to a sure bet I’ve ever seen. I bought more all the way down to $39k and if it dips lower, I’ll buy more still.
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Be sure to catch me on the
#WealthManagement
deal making panel discussion at
#DDM2017
Sept 18 in Newport Beach
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I ran
#WealthManagement
at
@CeteraFinancial
until 2015. 2nd largest indy brokerage in the US, 9,000 financial advisors. They finally approved the
#Bitcoin
ETFs this week - more than 60 days after the SEC approved them. Advisor awareness and education starts only now. Most of them
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Sharing some thoughts on the future of Digital
#WealthManagement
and
#fintech
at
@thomsonreuters
#InsightWealth
conference
@FolioDx
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FolioDynamix, Scivantage Partner on Enterprise Digital Robo Advice
@YahooFinance
#FolioDx2016
#fintech
@foliodx
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@OutdoorFinance
Welcome aboard the
#Bitcoin
bus. Now, buy more and stack harder. You'll regret not buying more. All of us do.
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We are
@FolioDx
and we came to play! Leadership talent. Customer focus. Innovation.
#WatchThisSpace
#DreamTeam
#fintech
#WealthManagement
So excited to welcome onboard our new EVP of Operations and CUSTOMER SUCCESS! Glad to have you
@lindabready
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An amazing, mind bending performance by
@OzTheMentalist
courtesy of
@edisonventure
with
@FolioDx
@JMrak3
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Wondering how the Internet of Things and Wealth Management intersect? Check out our podcast!
#fintech
#IoT
Podcast: Talking abt
#WealthManagement
,
#IoT
&
#analytics
with
@TheRudinGroup
@AmyxMcKinsey
@SteveDunlap
#ibminsight
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Wow. There is a man who is governing with the intent to improve his country and the lives of his people. The rest of the world could learn a thing or two.
We're offering 5,000 free passports (equivalent to $5 billion in our passport program) to highly skilled scientists, engineers, doctors, artists, and philosophers from abroad.
This represents less than 0.1% of our population, so granting them full citizen status, including
8K
17K
102K
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73% of employers have successfully hired a candidate through social media (up from 63% in 2011 & 58% in 2010)
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Seems like we got something right with the new website! Thanks for the love, ladies! And a special BRAVO to our team:
@benzettler
@MaisonMRKT
@Shopify
#ecommerce
#fashion
#retailtech
@MeghanFabulous
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Yeah! It's finally launched! Our new replatformed site is ready for all you guys to buy your ladies something beautiful 😀 Hat tip to
@Shopify
and
@benzettler
for the great work. LaunchParty will get you 20% off until Sunday at midnight!
@MeghanFabulous
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Excited to share that
@FolioDx
was named as one of "Ten Amazing Places to Work." Thanks to our team!
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I'm attending Crowdfunding, Venture Capital & Private Equity 2015 Roundtable
http://t.co/2Jpqfa53yD
#constantcontact
#fintech
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Search Google News 4 Wealth Management, and my
@TheRudinGroup
interview is 4th result. Enjoy!
#socialmedia
#fintech
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I'm getting sentimental. This was my first blog post ever! Thanks 4 resurfacing it!
#socialmedia
#fintech
@FolioDx
"Social is a way to listen to your customers, lead your people, discover new ideas & inspire others"
@SteveDunlap
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Great explanation of why the court vacated the onerous and overreaching DOL Fiduciary Rule.
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Good article digital impact on
#wealthmanagement
& never used the word
#RoboAdvisors
@FolioDx
@EdwardJones
@finplan
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10 days 😂
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Being vindicated about
#Bitcoin
gives me conflicting feelings. Some small level of satisfaction, but greater sadness that I couldn’t find a way to get people to take it seriously sooner.
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Blockchain for securities clearing? Yep.
#fintech
#blockchain
Good short Video: Bitcoin's blockchain technology explained in 2 minutes"
http://t.co/WwpMsQ5yfJ
@fintech
http://t.co/G6z5mfshm3
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When USA rolled into Iraq in Operation Desert Storm, I cheered. I'm deeply ashamed of that today, and disgusted by the warmongering and killing. That's one of many reasons why I
#Bitcoin
#fixthemoneyfixtheworld
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Congrats 2
@Voya
on new Wealth Portfolios - advisory for small accounts!
@FolioDx
proud to help
#wealthmanagement
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@megan_ficomm
@Delta
@AaronKlein
@MarkTibergien
Fellow
@Delta
fan here. I once remarked on the good service to a Delta FA. She said the reason is “we are non-union so we’re not bitter. Management treats us well.” I found that comment fascinating....
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