Adam Cmejla, CFP®
@acmejla
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Financial planner. #Aviation geek. Helping #optometrists plan life on purpose. @investmentnews 40 under 40. Tweets🙅♂️advice. Podcast:https://t.co/PyXVMa74nV
Carmel, IN
Joined February 2009
Excited to announce the rebrand of my podcast to "20/20 MONEY" with an intentional focus of helping #optometrists make smart money decisions in their life and practice. Here's the iTunes link; it's also available on Google Play, Stitcher, and Spotify. https://t.co/gUhGcq4XKc
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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.
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Hey @eightsleep, what's up w/ supply chain issues? Had a friend that purchased first week of January, still hasn't arrived? Then he sends this? He said comms have been minimal and a "good faith gesture" refund of $75?? For waiting 1/4 year for a product...yikes. @tferriss
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Another example of why @NBA is just terrible.
LOL This is the new NBA, where a player can double dribble and somehow they say the rules allow this 🤦🏻♂️🤷🏻♂️
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We might have to revisit this again in 2025. In our L10 meeting a couple of weeks ago, Cathy (our practice manager) said she set a record for the biggest @DocuSign envelope for a new client: 400+ pages to open all of her accounts. Took her hours to compile for @Schwab4RIAs.
The more I deal with @CharlesSchwab, the more I understand why @altruist is growing as quickly as they are. Account opening - night and day ACAT/non-ACAT - just works Spending all afternoon re-doing envelopes/docusigns sucks!
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I'll never understand why something seemingly so simple as a calendar drop-down hasn't been plugged into the task manager tool within the @eMoneyAdvisor tool. Pretty much every_single_task manager out there has a calendar populate when you click on the "Due Date" field.
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Still amazed that companies like @INCollegeChoice require PHYSICAL PAPER APPLICATIONS in order for us to be an advisor on a client's account. It's 2024...perhaps we can improve our onboarding process so it doesn't feel like 1994?
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Ok advisor community...what's the update on secure doc management in your firms? What's working well for a remote team that also allows for easy & secure file sharing back and forth with clients. @sharefile for Mac's app is a huge disappointment...looking for alternatives.
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@tferriss @RepSpartz @SenatorBraun @SenToddYoung If you'd rather watch instead of reading, here's 7min of your life well spent (to help the 22 veterans EVERY DAY that end their lives).
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Sharing this on request from @tferriss and hoping that my elected officials @RepSpartz @SenatorBraun @SenToddYoung (and their staff) will take this into consideration. We've been told to "follow the science." Here it is.
bbc.com
A vote against using MDMA as part of therapy for PTSD has provoked a powerful backlash among researchers who study psychedelic drugs.
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While I love 2FA for the added levels of security, it makes delegating your email and other aspects of the admin side to a VA less efficient. If there's a way to set up multiple 2FA sources or have the ability to "share" Google Authenticator access, I'd love to know of a hack...
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Gotta love it when you find out that one of your referral partners for student loans (that also launched a low-cost/discount service RIA) actively prospects/solicits your clients that you referred over to them for student loan consults. <<keeps thinking>>"Blue ocean...blue ocean"
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This is great. It’s why you’d have to pay me to watch the @NBA. And even then I’d probably pass on the cash…
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Damn...while I was hoping for a Baltimore win, they deserve 100% of the loss that they're going to get. On all fronts, it was a really bad performance.
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If you’re in a leadership position and you DON’T thoroughly vet a candidate’s social media profile before you hire them…you get what you get and you don’t get upset. (And yes, girl dads out there will know that the last part of my tweet was quoting Pinkalicious).😉
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Agree with @SMB_Attorney. The chick has it all wrong. She thinks degree=value. Wrong. A degree means shit. It’s not an entitlement to a higher salary. You earn $$ when you provide VALUE to another party (business, customer, society, etc.). Period. That’s it.
Plumbers in your local area make $200 an hour and are in limited supply but sure let’s keep pushing kids to go $150k in debt for an accounting degree. https://t.co/38FjBZzmpc
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The dividend kool-aid crowd is getting to be on par with the whole like kool aid crowd. Say something that even remotely challenges the viewpoint, and people come outta the woodwork like a lottery winner’s long-lost relatives. 😂
The dividend focus only crowd just does not make sense to me They fail to realize that paying that dividend lowers the valuation of the business by that amount Let's simplify this Let's say you own a business and it has $1 mil of cash in it You can use those funds to invest
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It's getting harder and harder to distinguish the difference between the @NBA and @WWE. So much acting, flopping, exaggerating. It's embarrassing #BullsvsKnicks
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