Bill Simonet, Human. Opinions are my own. #googleme

Joined June 2012
550 Photos and videos
Pinned Tweet
#conferenceSeason is back in full swing in the #fintech community! I am so excited to be able to see some of my favorite ppl again and the folks at the Orion Ascent Conference did not disappoint! I love all my Fintech Brothers and Sisters.
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I'm back on X!
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Is it me or does it feel like the plot to the most recent mission impossible movie exactly the same as Eagle Eye? Right down to the name of the main characters?
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WhAt an amazing group! #fisummit
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Mr Tall Dark & Handsome retweeted
šŸ”„ Main Stage Panel Highlight at #FISummit! šŸš€ Moderated by Nitrogen's CTO Josh Gray, join @BillSimonet, @sspotswoodrfg, @jamesacoxiii, and Rich Cancro from @AdvisorEngine as they unpack strategies to succeed and grow in the competitive advisory world. šŸ“ˆ #WealthManagement
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To my friend, @AaronKlein you a gem to be celebrated. I am a better person because you are in My world.keep being fearless! #FISummit
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Our Nitrogenouses taking an epic selfie at #fisummit
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The man,the myth, the legend!!! #fisummit
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Mr Tall Dark & Handsome retweeted
When it comes to client retention, there’s one feature that advisors should rely on. Take it from @BillSimonet who says it’s a ā€œno-brainerā€ for his practice… Check it out! šŸŽ¦ #Clientsatisfaction #fintech #wealthmanagement @MySFGAdvisor
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made it to Denver!
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Mr Tall Dark & Handsome retweeted
Exciting News! šŸŽ‰ With the expanded @Riskalyze and @Orion_OAS integration, wealth management firms can now seamlessly manage the integration configuration, import organized data, and sync models. Firms can set up and self-service the integration today! buff.ly/3zbyoPz

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who will be at #envestnetsummit this year? @ENVintel
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Mr Tall Dark & Handsome retweeted
The independent advisory model continues to power growth and innovation in the industry. @BillSimonet of @MySFGAdvisor explains the benefits of having the freedom and flexibility of running your own practice. WATCH | bit.ly/3TwQLrs youtube.com/watch?v=ZSkQYqAt…

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Mr Tall Dark & Handsome retweeted
#conferenceSeason is back in full swing in the #fintech community! I am so excited to be able to see some of my favorite ppl again and the folks at the Orion Ascent Conference did not disappoint! I love all my Fintech Brothers and Sisters.
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check out this video where I share how I worked with clients through a volatile market cycle using technology!
šŸ“ˆ How to leverage market volatility for firm growth @BillSimonet, CFPĀ® and Principal Advisor of @MySFGAdvisor shares winning strategies during #marketvolatility. Watch as he showcases real-world performance & how technology helps attract new clients.buff.ly/3EBk3Py
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Mr Tall Dark & Handsome retweeted
šŸ“ˆ How to leverage market volatility for firm growth @BillSimonet, CFPĀ® and Principal Advisor of @MySFGAdvisor shares winning strategies during #marketvolatility. Watch as he showcases real-world performance & how technology helps attract new clients.buff.ly/3EBk3Py

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Mr Tall Dark & Handsome retweeted
In 1992 Eddie Murphy’s classic film Boomerang was released. A writer from the Los Angeles Times criticized the film’s majority black cast as ā€œa reverse world in which white people are invisibleā€ because the black characters were professionals & not engaging in violent stereotypes
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