expert wanderer. penn stater. sipper of the glass half-full... corporate comms @eMoneyAdvisor
w. philadelphia born & raised
Joined July 2009
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Morning grief session w @SheilKapadia produced some sense of closure. Bye bye #RedOctober 🥺
What happened?
One last Phillies postgame pod. I understand if you have no interest. Thanks to everyone who has listened to these over the last few weeks.
open.spotify.com/episode/0g1…
“Risk is what’s leftover when you think you’ve thought of everything.” 👏👏Awesome keynote from @morganhousel
📢 We are moments away from this keynote presentation with @MorganHousel at 10 a.m. ET.
👉🏽 Get ready for Day 2 of Summit! #eMoneySummit23
Can’t wait to kick off #eMoneySummit23!
💡 It is almost time for the mainstage presentation at 10:00 a.m. ET.
🙌🏽 Get ready to learn about our research findings, product roadmap & vision, and more. #eMoneySummit23 #emoneyadvisor
Joanna Armandi retweeted
In a sport defined by failure, it often feels impossible for a player to come through when everyone expects him and needs him to.
Bryce Harper: epic at-bat, epic home run. A legacy-shaping two weeks.
The Phillies are going to the World Series.
I can’t stop watching this
#Eagles QB Jalen Hurts was sacked only once during today’s game. Almost had a second on his way to the locker room.
Last keynote of the day with @JayShettyIW! (I promise Scottie is listening 😆) #eMoneySummit21
Joanna Armandi retweeted
We’re building solutions that enable advisors to deliver more plans to more people.
Read more about our product vision from Head of Product Jess Liberi: bit.ly/3b9qhHa #eMoneySummit21
Really excited about the Pro Bono Challenge! Great way to support @PowerProBono and help our clients give back.
Ed announced the Pro Bono Challenge, a new initiative encouraging advisors to consider becoming a pro bono planner. Attendees can even sign up for training right here at #eMoneySummit21.
🎉here we go #eMoneySummit21🎉
The 2021 eMoney Summit begins in less than an hour!
Use #eMoneySummit21 to join in on the conversation.
Yay for Jay 👏👏
Can’t wait for #eMoneySummit21
Join us virtually from October 25 –27 and discover how to turn @JayShettyIW's timeless wisdom into practical, daily steps you and your clients can take to live a happier life.
Register now: bit.ly/3B4mK7R
#eMoneySummit21 #FinancialPlanning #FinancialAdvisors
Joanna Armandi retweeted
We’re excited to announce award-winning storyteller, podcaster & former monk @JayShettyIW as keynote speaker for #eMoneySummit21. More details can be found in today’s press release. bit.ly/35wlb4U
Joanna Armandi retweeted
We’re committed to providing more stable and secure connections for advisors and clients. Read more about our API strategy and new partnership with Akoya in today’s press release. bit.ly/3rj9qHq
Joanna Armandi retweeted
Excited about our continued journey in the financial wellness space. @MacGardner_CFP is an incredible partner, and brings unparalleled passion and commitment to everything he does. The future is bright, and @eMoneyAdvisor is leading the charge to bring more plans to more people!
We’re excited to announce our new partnership with @MacGardner_CFP – financial literacy advocate and founder of FinLit Tech – to help expand our commitment to financial wellness. Read more: bit.ly/3qUQq2N
So impressed with the students who pulled off this event virtually, still managing to raise $10M+ !!
Amazing💙 #FTK
Joanna Armandi retweeted
Looking to hire marketing talent, outsource it, or do it yourself? Check out ep 2 of That Makes Cents Season 2 with guests @CAGolden @SigniFIAdvisors and Davin Carey @Avantax_Wealth to find out what strategy makes the most sense for you. bit.ly/2Gl9sgf
Our new ‘boo is here! 🎍
‘Strong yet flexible, bamboo grows faster than any other plant in the world and does so with very minimal effort. #Marketing for financial professionals should be no different.’ #fintech #martech #fintwit
Introducing Bamboo! Our digital marketing solution – formerly known as Advisor Branded Marketing (ABM) – has a new name and brand to support eMoney’s product vision. Read more: bit.ly/3on68l9
🎉🎉🎉
Available now through retirement plan advisors, Incentive – our first ever mobile app – addresses the increasing demand for financial planning and expands eMoney’s product suite to support all levels of wealth. Read more: bit.ly/3nHnSY3
Joanna Armandi retweeted
New year, new career?
If you are looking to make a career move in 2021, then check out open positions in sales, marketing, tech and more.
bit.ly/38MmJdT