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GuideVineTech

@guidevinetech

Helping #finserv firms grow their client base and increase #marketing ROI. As seen in Bloomberg, CNBC, FOX Business & InvestmentNews. #SaaS #fintech #insuretech

 Available nationwide
guidevinetech.com
Joined August 2009
  • Tweets4.8K
  • Following2.1K
  • Followers2.7K
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GuideVineTech retweeted
Roger Wohlner (@rwohlner) profile picture
Roger Wohlner@rwohlner25 Jan 2021
Gifting Stock to Family Members: What to Know at.law.com/2yy6G5?cmp=share_… <= my latest via @ThinkAdvisor
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GuideVineTech retweeted
Roger Wohlner (@rwohlner) profile picture
Roger Wohlner@rwohlner20 Jan 2021
Review Your 401(k) Account wp.me/p2v5Ey-1Z?utm_source=R…

Review Your 401(k) Account

You should thoroughly review your 401(k) plan at least annually.

thechicagofinancialplanner.com
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GuideVineTech retweeted
Jay Palter (@jaypalter) profile picture
Jay Palter@jaypalter7 Aug 2019
What online dating can teach us about how people choose their #financial #advisor buff.ly/2OJs8u4 via @guidevinetech #wealthtech #wealthmanagement #CRO
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A7: #Fintech has made it possible for anyone, from anywhere, at anytime to manage their money and their #retirement without having to pick up a phone. #MercerChats #WEF19
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5 Conversations to Have with Your Mother this Mother's Day @zinakumok @guidevine @guidevine_FA guidevine.com/newsroom/5-con…
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How To Transition Existing Clients To An Associate Advisor kitc.es/2likEip
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GuideVineTech retweeted
Truelytics (@truelytics1) profile picture
Truelytics@truelytics123 Feb 2017
As #Trump aims to delay or eliminate the #fiduciary rule, how can your firm benefit? hubs.ly/H06nKXK0 by @guidevine_FA
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GuideVineTech retweeted
Cliff Feigenbaum (@CliffGMJ) profile picture
Cliff Feigenbaum@CliffGMJ26 Feb 2017
Replying to @guidevinetech
@guidevine_FA The new "Millennials & Investing for Impact" issue of GreenMoney is online- greenmoneyjournal.com/februa… | #financialadvisor #blog
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Thanks @guidevine_FA @AdamSMinsky @zinakumok for being top engaged community members this week :) (Want this 🆓? >> commun.it/?aid=thankyou89)
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GuideVineTech retweeted
GuideVine (@guidevine) profile picture
GuideVine@guidevine10 Aug 2016
A2: We've made a comprehensive list of questions to ask a potential advisor. Get it here: guidevine.com/newsroom/quest… teapawt.org/Experian_US/status/763…
Experian (@Experian_US) profile pictureExperian
@Experian_US10 Aug 2016
Q2: What are questions to ask before hiring a financial advisor? #creditchat
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A4: Your rapport with your advisor counts! You need to feel safe & be able to be open #CreditChat
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GuideVineTech retweeted
GuideVine (@guidevine) profile picture
GuideVine@guidevine10 Aug 2016
#CreditChat When interviewing advisors, interview at least two. You need to get a sense for different styles and personalities @Experian_US
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You want total package in an advisor: education/credentials, honesty, experience, reasonable fees, good personality click, etc. #creditchat
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GuideVineTech retweeted
Marie Swift (@marieswift) profile picture
Marie Swift@marieswift27 Aug 2016
Writing my next article for @guidevine_FA in the cool of the morning after a rain storm on the back porch in KC
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GuideVineTech retweeted
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Marie Swift@marieswift18 Jun 2016
Great seeing @ragspag & @KhalidUsmani of @guidevine_fa at #InVest2016 yesterday in NYC. Digital marketing pros!
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Replying to @guidevinetech
thanks for sharing. We changed the registration page to absoluteengagement.com/5-ste… if anyone is interested!
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We are loving what @guidevine_FA is doing on Facebook! Make sure to check them out! teapawt.org/guidevine_FA/status/73…
GuideVineTech (@guidevinetech) profile pictureGuideVineTech@guidevinetech22 May 2016
Check out the @GuideVine Facebook page where we profile #Fiduciary advisors daily. Join us? facebook.com/guidevine
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GuideVineTech retweeted
GuideVine (@guidevine) profile picture
GuideVine@guidevine13 May 2016
CEO @ragspag: "Fee-only financial advisors are a vital part of the personal finance eco-system & are the 1st choice for many people" @NAPFA
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GuideVineTech retweeted
GuideVine (@guidevine) profile picture
GuideVine@guidevine13 May 2016
Excited to announce our new alliance w/ @NAPFA to offer investors greater access to fee-only financial advisors!
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11 Ways To Maintain and Optimize Your Financial Website:ow.ly/4no7Jo #websitemarketing #financialadvisors
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