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RazorPlan

@RazorPlan

In the real world simplicity is valued over complexity.

 Edmonton AB & Toronto ON
razorplan.com
Joined June 2014
  • Tweets4K
  • Following574
  • Followers540
2.8KMedia
Photo by RazorPlan (@RazorPlan)Photo by RazorPlan (@RazorPlan)Photo by RazorPlan (@RazorPlan)Photo by RazorPlan (@RazorPlan)Photo by RazorPlan (@RazorPlan)Photo by RazorPlan (@RazorPlan)Photo by RazorPlan (@RazorPlan)Photo by RazorPlan (@RazorPlan)Photo by RazorPlan (@RazorPlan)Photo by RazorPlan (@RazorPlan)
RazorPlan retweeted
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IDCWIN@IDCWIN4 Apr 2019
Don Hart VP Training and Development with #IDCWIN moderating a #Razorplan Workshop in Montreal today. Because “Life is better with a plan” and at #IDCWIN “Your Success is Our Business” lnkd.in/efFaJsz
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RazorPlan retweeted
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IDCWIN@IDCWIN4 Apr 2019
RazorPlan Financial Planning with Dave Faulkner youtu.be/qrQc-klas3U via @YouTube – at Pointe-Claire, Québec
RazorPlan Financial Planning with Dave Faulkner

RazorPlan Financial Planning with Dave Faulkner

In this video, recorded at the IDC WIN GROW, PRESERVE, and FLOURIS...

youtube.com
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"When we first started doing insurance (2013) our revenue was zero and last year (2018) we did $150,000" -- tremendous advocacy from Financial Advisor David Lyon from Watermark Wealth Management @IAcanada @HollisWealth @IE_Canada @advisorca @Peel_Halton youtu.be/0tMRj6b70GU
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Financial planning with the CEO of @RazorPlan, Dave Faulkner. #financialplanning #fintech #podcast #finance fintechimpact.co/podcast/raz…
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ICYMI: Download @RazorPlan's free guide to help increase sales using Focused Planning™ concepts to create Value over Product™ buff.ly/2TgxsmD
Image from Dave Faulkner (@FaulknersRazor)
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Replying to @RazorPlan
@razorplan user @_MikeMorrow_ presenting at @thebanffschool
Image from Mike Howe (@Mike_W_Howe_CFP)
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Problems with tax illiteracy with @JamieGolombek The need for #FinancialPlanning is high @advocis #banffschool2018
Image from Advocis Banff school (@thebanffschool)
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Advisor self care should take priority with @JaneBlaufus at @advocis #banffschool2018
Image from Advocis Banff school (@thebanffschool)
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Come see us at our @razorplan booth @thebanffschool today. #banffschool2018
Image from Mike Howe (@Mike_W_Howe_CFP)
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Watching @RazorPlan user @BrianLaundry at #WPSummitTO
Image from Mike Howe (@Mike_W_Howe_CFP)
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Attending the #WPSummitTO today. Looking forward to hearing about tech in wealth management.
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A look at some of the technology @jasonpereira is using in his practice. Includes @RazorPlan #WPSummitTO
Image from Mike Howe (@Mike_W_Howe_CFP)
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How financial professionals use @RazorPlan software to simplify #financialplanning buff.ly/2FShJ5K via @jaypalter #advisors
Image from Kelly Gustafson (@gustafson_kelly)
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#Vancouver area #advisors: join me at @AdvocisVan's #financialplanning summit on March 8. I'll be speaking along with @amymortimore @financialconfid and keynote by @JamieGolombek buff.ly/2o90k1H
Image from Dave Faulkner (@FaulknersRazor)
Image from Dave Faulkner (@FaulknersRazor)
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Updated bubble chart showing #TorontoRE pullback and #census2016 income data #whenthebubblebursts
Image from Hilliard MacBeth (@hmacbe)
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ICYMI: Who to follow in Canadian #finance buff.ly/2wnBkXL via @RazorPlan
Image from Kelly Gustafson (@gustafson_kelly)
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Why some clients are one-time while others are lifetime buff.ly/2odJDTU @jamiegolombek
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How to make filing your taxes (slightly) less odious trib.al/OxcZFZP
Image from Rob Carrick (@rcarrick)
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RazorPlan retweeted
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Jay Palter@jaypalter9 Mar 2017
Full house to hear @FaulknersRazor help #advisors grow their biz w/ @RazorPlan & RediNest in #Calgary #finserv #yyc
Image from Jay Palter (@jaypalter)
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Empathy is the key to survival for financial planners in the robo-planner age buff.ly/2gwZYfH by @MichaelKitces
Image from Dave Faulkner (@FaulknersRazor)
Image from Dave Faulkner (@FaulknersRazor)
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