PR and writing hands to several. Comments my own; RTs not endorsements.
Joined April 2009
- Tweets 13,863
- Following 2,637
- Followers 1,098
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394 Photos and videos
Jun 11
To sign up for @AssetMapLLC, go to the website and click to get a demo. 30 days money back guarantee explains CEO H. Adam Holt, CFP. Via webinar with @ContioAI #AI #FintechNews
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Jun 11
.@ContioAI can also tell advisors which prospect they’re most apt to close explains Founder @AaronKlein via @AssetMapLLC #AI #fintech #fintechnews
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Jun 11
.@ContioAI is rolling out Next Steps in a few days says Founder @AaronKlein via @AssetMapLLC webinar. #fintechnews #AI #fintech #financialadvisor
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Jun 11
.@ContioAI works behind the scenes while @AssetMapLLC is the visual shown to clients to help them understand their financial life explains @AaronKlein #AI #FintechNews #fintech #financialadvisor
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Jun 11
.@ContioAI built a physical barrier to keep client data private and it doesn’t train models anyway explains Founder @AaronKlein via @AssetMapLLC webinar. Audio never goes to the cloud. #AI #FintechNews
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Jun 11
.@ContioAI is unobtrusive and “fades into the background” to let the human advisor shine explains Founder @AaronKlein. Beta is being done on iPhone and Android to come. Via @AssetMapLLC webinar. #AI #fintech
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Jun 11
To delegate to staff via @ContioAI use it as your assistant via @AssetMapLLC’s CEO H. Adam Holt, CFP #fintechnews #financialadvisor #AI
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Jun 11
Treat @ContioAI as if it’s your assistant explains @AssetMapLLC’s CEO H. Adam Holt, CFP. #FintechNews #AI #financialadvisor
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Jun 11
Easy activation of @ContioAI as an @AssetMapLLC user by literally clicking two buttons. #AI #FintechNews #fintech #financialadvisor
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Jun 11
Love the Philadelphia examples in @AssetMapLLC’s example via webinar with @ContioAI. #fintech #philadelphia #America250
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Jun 11
Human conversations need to turn into a “data flywheel” explains @ContioAI’s @AaronKlein via @AssetMapLLC webinar. #AI #AINotetaker #financialtechnology
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Jan 28
Are you woefully unprepared for retirement and in Gen X? Watch @fpassociation Live with @BenLewisPR, @KerryHannon and @JannaHerron #retirement #retirementplanning #GenX
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Jan 21
What inspired Heather & Doug Boneparth to review couples' relationships and how that's impacted by money called Money Together was their own dynamic that attached worth and money. domoneytogether.com/ #moneytogether
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Jan 21
Sometimes it's about finding how each partner learns whether that's a whiteboard or an Excel sheet, notes Doug Boneparth via @fpassociation #financialplanning #maritalfinancialplanning #couplesfinancialplanning
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Jan 21
Couples shouldn't feel like both members need to actively manage the finances in the same way, but they should both be at the table and at least somewhat engaged, explains Heather Boneparth via @fpassociation
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Jan 21
.@fpassociation will be featuring Doug & Heather Boneparth discussing couples and money issues via FPA Live with @BenLewisPR #financialplanning #couplesmoney #marriageandmoney
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Jan 14
Agentic AI is where the value comes from #AI says @mattreiner via @fpassociation Live. #financialplanning #financialadvisor #financialplanningAI #financialadvisorAI
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Jan 14
Expect multiple videos on the same #AI tool and how it can be used in different ways explains @mattreiner via @fpassociation Live re: FPAi Authority. #financialplanning #financialadvisor #financialadvisorAI
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Jan 14
The demos @mattreiner will be doing as part of @fpassociation's FPAi Authority will be done in real-time showing pros and cons, issues, etc. #AI #financialadvisor #financialplanning #fintech
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