Bionic Advisor, FinTech Investor, Industry veteran focused on creating a marketplace of true fiduciary advisors.
Joined January 2011
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@dh on selling @Grasshopper and how estate planning led to the creation of Vanilla. ow.ly/wDbs50BmwcX
What a great message. Thank you @Uber Thank You For Not Riding | Uber youtu.be/_e8XLnMiCOE – at Los Cabos, Baja California Sur
Advisors worked twice as hard for 20% less in 2008/9. It may happen again. Here's how to not worry about your revenue while helping others: shorturl.at/cpV13
Quarantined Italians record messages for "themself from 10 days ago" dur... youtu.be/o_cImRzKXOs via @YouTube – at Los Cabos, Baja California Sur
If you’re not falling down, you’re not trying hard enough. @barronsonline @AdvicePeriod
ow.ly/PFBx50y8Y8p
Our female partners took a quick pic at the close of our @AdvicePeriod 2019 Summit. It was great to have everyone in town.
@AdvicePeriod nominated for three of the @wealth_mgmt top industry awards. Proud to be in the company of other impressive nominees. events.wealthmanagement.com/…
@AdvicePeriod voted (again) as one of @Inc Best Places to Work. I hope we can continue to deliver for our team and our clients!
We are humbled to have been recognized as the Best Wealth Planning Firm in the Nation by The Family Wealth Report @AdvicePeriod
ow.ly/Lzow30l1CJb
The results are in. Large families pay (and pay... and pay...) the price for working with Advisors who still sell the same old stuff. You can do better.
