Dad, husband, coach. Chief content officer at Integrated Partners. Securities offered through LPL Financial, Member SIPC https://xitter.cf/t.co/l1QBcj5heH https://xitter.cf/t.co/H1MUdL3Grd
Joined June 2009
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Thanks for the shoutout @kevinnbrown it was an honor to meet you! We are still here in suite 23!
Matt Ackermann retweeted
I'm sorry we never got a chance to meet, but getting this note from Dolly really had a an impact on me. She definitely didn't have to take the time to do it. Even for a kid who mostly listened to rap music, she was an icon. A superstar in every sense. Rest easy Dolly. And thank you for the kind words.
“Busy” doesn’t equal productive. If you want to be effective, you know when you are creating value and when you are coasting. Bahnsen is brilliant.
Advisors do 50 small things to avoid one big thing said David Bahnsen. “The big things draw revenue” and everything else is just wasting your time. This is just brilliant.
Guys! Future Proof and @NuveenInv has cats and dogs to pet and hold. (PS you can’t bring them home or steal them … we asked)
It takes 12-15 proofs before someone selects an advisor. What else (beyond your website) are you using to tell your story? Awesome CMO Summit! Thanks @joesteuter @tinacpowell and Intenion.ly
Morning AI tips from future proof to live by:
Tinker
Be deliberate
Try it before you buy it
(And don’t be overwhelmed by the blank box in the AI chatbot - ask it to ask you questions)
Peter Nolan says wealth managers will be the last thing replaced by AI … but what can you do with AI to help you work more effectively and give you more time with clients?
Why am I so passionate about video? Well, advisors that use video drive 53 times organic traffic and 56% more leads. That’s why we’re partnering with @Socialive and @FINNY to bring advisor video to life at Future Proof Citywide in Miami socialive.us/futureproof2026