Always be yourself, unless you can be a rodeo clown, they always get the most attention

And they’re off! @RIA__Edge Bring your ideas, your chaps, your hats! @ShannonRosic @acketyack

Availabilty is our greatest ability

“Busy” doesn’t equal productive. If you want to be effective, you know when you are creating value and when you are coasting. Bahnsen is brilliant.

Advisors do 50 small things to avoid one big thing said David Bahnsen. “The big things draw revenue” and everything else is just wasting your time. This is just brilliant.

Guys! Future Proof and ⁦@NuveenInv⁩ has cats and dogs to pet and hold. (PS you can’t bring them home or steal them … we asked)

It takes 12-15 proofs before someone selects an advisor. What else (beyond your website) are you using to tell your story? Awesome CMO Summit! Thanks @joesteuter @tinacpowell and Intenion.ly

Morning AI tips from future proof to live by: Tinker Be deliberate Try it before you buy it (And don’t be overwhelmed by the blank box in the AI chatbot - ask it to ask you questions)

Peter Nolan says wealth managers will be the last thing replaced by AI … but what can you do with AI to help you work more effectively and give you more time with clients?

Good morning Future Proof! Good Morning Miami!

Why am I so passionate about video? Well, advisors that use video drive 53 times organic traffic and 56% more leads. That’s why we’re partnering with @Socialive and @FINNY to bring advisor video to life at Future Proof Citywide in Miami socialive.us/futureproof2026

There is pride and then there is seeing someone you had the pleasure to coach making such amazing strides! Congratulations @McGrath31 I can’t express you proud I am! Hope you are using even an iota of what we discussed along the way!

Ten things I believe about money: 1. Money is emotional long before it is mathematical. 2. The biggest risk to your wealth (in good markets and bad) is you. 3. Anxiety adjusted returns matter more than absolute returns. 4. Good advice is not about prediction. It is about preparation. 5. Money without meaning will never feel like wealth. 6. Most financial mistakes are applying an old story to a new problem. 7. Your "normal" with money isn't; you only learn how weird you are as you mix it up with other people and see more of the world. 8. Environment influences financial behavior far more than willpower. 9. Advisors do their deepest work in the realm of humanity, not finance. 10. Money tends to follow identity, not the other way around. Fix yourself and you'll fix your money.

So proud of my nephew! Like a human pogo stick. Watch him climb higher than everyone else for the lone goal of the game!

I can't remember the last time a comment was so powerful it warranted a post.... But the stats Kevin Garrett's posted on Jason Wenk's post are worth sharing. 🔹 In states with legal sports betting, bankruptcies jump 28%. 🔹 Gambling households are 10x more likely to experience domestic violence, and 1 in 5 people with gambling addiction attempt suicide. 🔹Nearly half of young men now have online betting accounts. 🔹 For every $1 in tax revenue, states lose over $4 in costs. What are your thoughts on legalized gambling?

What does it take for advisors and CPAs to thrive long-term? Partnership. Our John Pastore talked about how @Integrated4FAs partnership with people like @markkoziel of the @AICPA helps everyone soar together bit.ly/4ro2NnN

So incredible to sit down with some of our amazing members of the ⁦@Integrated4FAs⁩ team last night! ⁦@PaulSaganey⁩ ⁦@amohr_24⁩

Two days … two zesty looks … two happy groups of demo presenters! One Alan Thicke reference. One Whoomp (There it is) reference. Thank you @finplan Looking forward to next year already!

Are you attending Schwab IMPACT next week? If so, be sure to connect with our VP and Head of Advisor Recruiting, Adrian Duran! Catch his recent conversation with @EchrisL on what he's looking forward to during the event:

Meredith Lambert of Catchlight talks about some of their new tools on One Good Question!