Project Management for your Financial Life. Chief Planning Officer at @spcfo. Co-Founder @knudge. #XYPlanning
Joined August 2018
- Tweets 1,142
- Following 246
- Followers 370
- Likes 2,172
144 Photos and videos
Pinned Tweet
8 Jul 2021
Pretty cool to get to call someone you admire so much a teammate. I could listen to @advicesticks talk about how to be a better advisor all day, and now I get to!
When you're looking for an expert to help build a tool encouraging clients take action, you go to the person who literally wrote the book on it!
Knudge is ecstatic to announce @advicesticks has joined the team as our Behavioral Strategist.
knudge.com/were-excited-to-h…
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23 Mar 2023
Honestly @Ross__Marino I’m typically not much of a conference person.
But SHIFT felt more like a gathering of friends coming together to support each other in caring about their clients.
I witnessed & felt a lot of caring for each other which felt unique for a conference.
23 Mar 2023
Help requested for marketing 2024. For everyone who attended Shift, would you either post or message me a quote about the event? #shiftevent @brianportnoy @MaryBellConsult @behaviorgap @ThrivosLLC @neilbage @MeghaanL @KristyArchuleta @nicolecasperson @DrPrestonCherry
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23 Mar 2023
It felt like there was a lot more of “what can I give” vs “ what can I get out of it”
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21 Mar 2023
Very much looking forward to this @advicesticks
21 Mar 2023
Only three more sleeps until this event, filled with immediately actionable ideas on working with severely ill or cognitively incapacitated clients. Register now! lnkd.in/gapfiqwi
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10 Oct 2022
Well, I know we now have the best one!
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6 Oct 2022
"When you buy a hat like this I bet you get a free bowl of soup, huh?"
How about some free months of Knudge instead?
Do you love Knudge? Did you know you can get paid for sharing the love???
knudge.com/knudge-referral-p…
Check out our referral program and get paid to spread the word about helping your clients get stuff done.
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Shaun Erickson CFP® retweeted
28 Sep 2022
#ScamAlert: Beware of fake letters that threaten SSN suspension. SSA will never suspend your SSN. The real @SocialSecurity toll-free number is 1-800-772-1213.
Visit ssa.gov/scam for more information on how to protect yourself from #SocialSecurity scams.
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22 Sep 2022
Had an amazing experience with BLX this year. Entire process was fantastic and have one of the best interns we have had in 10 years!
22 Sep 2022
We are excited to kick off the third year of the BLX Internship Program with two information sessions on Tuesday, October 4 at 11:00 am PT for interns and 12:30 pm PT for Firms. Registration on our website buff.ly/3dEJxRB
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26 Aug 2022
Congrats Brendan! I think I make up 10% of those downloads :).
25 Aug 2022
Two years ago today, I hit the "publish" button.
And The Human Side of Money was born.
2 years and 56,000 downloads later...
It's changed my life and impacted lives around the world in ways I never imagined possible.
A few thoughts and musings on this life-changing journey:
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Shaun Erickson CFP® retweeted
25 Aug 2022
Two years ago today, I hit the "publish" button.
And The Human Side of Money was born.
2 years and 56,000 downloads later...
It's changed my life and impacted lives around the world in ways I never imagined possible.
A few thoughts and musings on this life-changing journey:
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28 Jul 2022
Know a military servicemember (or their family) with student loans?
Important info here to potentially save a lot of $$.
consumerfinance.gov/about-us…
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31 Mar 2022
Pretty excited to share this from our colleague Meghan Dwyer. We’ve got an amazing team doing some cool stuff so we don’t want to keep it a secret.
spcfo.com/how-to-embrace-emo…
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24 Mar 2022
Discovered another great benefit of being a @Holistiplan customer today - CE!!!
Had a few hours left and a week to do them in. Great content delivered by Ben and Roger in a way that won’t put you to sleep either!
Honestly, worth the watch even if you don’t need the CE!
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20 Feb 2022
Great things coming to shape the future of financial advice.
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We love your description of Knudge @jasonpereira: “A collaboration tool that ensures that stuff gets done!”
25 Jan 2022
Dave Connolly joins Fintech Impact today! He is the co-founder, and CEO of Knudge. Knudge is an automated client communication and collaboration tool that ensures that financial planning and advice are done digitally and effectively. #fintech #podcast ow.ly/3NPv50HCqen
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26 Jan 2022
Love seeing @samuelsdeane drawing attention to the tools being built to help advisors.
So often the talk of FinTech has been about investing/robos.
Groups like Sam’s WealthTech Ventures are exciting to see for us advisors. wsj.com/articles/which-finte…
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19 Dec 2021
Well, I definitely didn't have my favorite reading of the weekend being about poop on my bingo card....
17 Dec 2021
I've fallen in love with a FinTech company. They had me at the poo bags. (Does that make me a cheap date?)
This article tells the story: Knudge: Making it easy to do the right things at the right time linkedin.com/pulse/knudge-ma… via @LinkedIn
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4 Nov 2021
4 Nov 2021
Are you SPPs next Personal CFO (aka Lead Financial Planner)?
Check out this opportunity and feel free to share with anyone you think might be interested in connecting with us!
spcfo.com/careers/
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Shaun Erickson CFP® retweeted
4 Nov 2021
IRS announces 401(k) limit for 2022 increases to $20,500.
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