“Visualize your financial future in ten minutes or less.”
Joined March 2021
- Tweets 407
- Following 123
- Followers 76
- Likes 53
82 Photos and videos
Pinned Tweet
4 Jan 2022
11 Jul 2023
The "Hard" skills have historically been the value proposition of most white collar professionals. However, AI is smarter, faster, and widely available. Let's focus on the "soft" skills that only humans can master. Are you ready? #financialadvisor #es…lnkd.in/esgBNhXX
2
10 Jul 2023
The significance of the change in life when you retire is no small thing. Where will you live? How will you prepare for the aging process? How do you make your money last? #financialplanning #financialadvisor #accountant #estateplanningattorney #insur…lnkd.in/eFbiz26W
8
6 Jul 2023
If we are going to address the challenges surrounding financial literacy, we have to accept that many people cringe at spreadsheets and bar graphs. What if we could deliver a "sailing through life" metaphor that delivered useful information about where w…lnkd.in/ewjxE8za
1
5 Jul 2023
Financial advisors, accountants, attorneys and insurance experts often rely on their "hard skills" to win business. In the age of AI, "soft skills" will become the important component. Are YOU there yet? #financialplanning #financialadvisor #accountant…lnkd.in/eZR5JpYh
12
28 Jun 2023
Managing risk happens in many ways during our lifetimes. These fundamental principles can help anyone avoid the common human response: "Fight or Flight" #financialplanning #financialadvisor #accountant #insurancebroker #estateplanningattorney…lnkd.in/ewi_uWWJ
7
27 Jun 2023
"Life moves pretty fast. If you don't stop and look around once in a while, you could miss it." Ferris Bueller.
#financialplanning #financialadvisor #accountant #estateplanningattorney #insurancebroker Catherine J. Williams David Gordon Rodger Hoofnagl…lnkd.in/gdyK9mmq
3
27 Jun 2023
"Life moves pretty fast. If you don't stop and look around once in a while, you could miss it." Ferris Bueller. #financialplanning #financialadvisor #insurancebroker #accountant #estateplanningattorney Kimberly Etchings Catherine J. Williams Will Manno…lnkd.in/gPBCXzma
3
26 Jun 2023
Your IQ won't serve you as well in an AI world. Your EQ will certainly become the most important element of all service businesses. Are you ready? #eq #ai #financialadvisor #insurancebroker #attorney #accountant lnkd.in/eCRcKAZN
15
23 Jun 2023
How "wealthy" are you? #financialadvisor #financialplanning #accountants #insurancebrokers #estateplanningattorney Glen Zimmerman Will Mannon Bill Burrow Catherine J. Williams Kristen McGarry, CRPC®, CRC®Rodger Hoofnagle Penny Pennington Tate Wingate Ki…lnkd.in/eFBNHu7E
28
22 Jun 2023
Can you identify each of these campuses? Reply with your answers! #financialplanning #collegeplanning #financialadvisor lnkd.in/expd6crV
3
22 Jun 2023
There is no doubt the lack of student-teacher interaction hurt these kids. However, I have to wonder, as we move forward with AI participating in all parts of our lives, will all students AND professionals become lazier? Will math scores continue to plu…lnkd.in/edHN5QZe
10
21 Jun 2023
Have you ever thought, "There is just NO way!" There IS a way! Download the Dynamic Map mobile app and find your way. #financialplanning #financialadvisor #investingtips lnkd.in/dppCeZ7z
2
20 Jun 2023
I often hear salespeople in the world of financial services sell the significance of working with an institutional money manager using an institutional process. "If it is good enough for a large endowment, it must be great for me, right?" Not necessaril…lnkd.in/eyNyaZHV
3
16 Jun 2023
If your firm seeks to improve both the "quality" of their revenue as well as the "quantity" we should talk. #financialadvisor #insurancebroker #accountant #estateplanninglawyer lnkd.in/gQ_Msv_2
15 Jun 2023
Funding life's important goals should be strategic, not confusing and boring! Here are your choices: spend 10 hours on a software financial planning program and attempt to understand those spreadsheets OR spend ten minutes on the Dynamic Map mobile app…lnkd.in/eMsikXuQ
1
14 Jun 2023
"Net worth" is not a very good indicator of wealth. This case study proves the point... #financialplanning #financialadvisor #investmentmanagement lnkd.in/e7m7ZHxW
2
13 Jun 2023
We are being told inflation is going away. Is that right? Well, that would depend on your "new" expectations for inflation moving forward...
#investmentmanagement #financialplanning #financialadvisor Kimberly Etchings John Guthery, CFA Bret Young, OLY B…lnkd.in/deCv_wgx
9
13 Jun 2023
Some folks are trying to tell us the inflation threat is over. I would argue that depends on whether we plan on accepting higher than 2% inflation going forward... #financialplanning #investmentmanagement Kimberly Etchings David Gordon Bret Young, OLY J…lnkd.in/dPQZ-JSC
5
12 Jun 2023
Timing the market is improbable. Bears sneak up on you and bears quietly sneak away from you. Focus on what you CAN control. The "Dynamic Map" mobile app can help. #investmentmanagement #financialplanning #ria lnkd.in/edDKzN9h
5
9 Jun 2023
I hope you find this challenge to be a lot of fun! #financialplanning #investmentmanagement #accountants #estateplanning #insurancebroker lnkd.in/exM5HMwc
1