“I love this industry. I feel like it’s my responsibility to say hey guys, we can do better. How do we beat the large enterprises? By being human.” - Joe Duran #RIAActivate

🎧In this episode of The Advisor Lab by CION Investments, Paul Saganey of Integrated Partners speaks with Derek Schwartz about how advisors can succeed with much larger clients & how they can 'build a COI network with the 'grail' of referral sources: CPAs.'
podcasts.apple.com/us/podcast/epi…

Is spring time officially yacht season? 🛥️

Tap into this fun-filled conversation where Jimmy Moock and Elena Krasnow speak to Tim White of Wealth.com about yachts, estate planning, fintech and so much more! 🎧⬇️
open.spotify.com/episode/1mEvKQ…

In WealthManagement.com's latest The Word on WealthTech F2Strategy's Doug Fritz shares his views on the most important news from last month in wealthtech, featuring Orion WealthTech's recent survey and F2's recent acquisition of SKY Marketing Consultants.🔥🗞️wealthmanagement.com/technology/wor…

Ignore the haters; San Francisco is a gorgeous city to live in and visit. 📷 by Dana Veeder

Welcome to San Francisco! ❤️🎆🎇

Happen to be a fan of the VR weather forecasts CBS News Bay Area but as I’m not great at estimating scale, just curious Paul Heggen @paulkpix.bsky.social - how tall would you be IRL? 25k feet?

What’s the best thing you can get in San Francisco for $4.60?

Turns out it’s a ride on public transit.

Where Guy Wathen & I spend an entire day on San Francisco Bay Ferry and document the wonder and beauty of #FerryLife

⛴️🌁❤️

sfchronicle.com/bayarea/articl…

Yesterday, Supervisor ⁦Dean Preston (deanpreston.bsky.social)⁩ introduced a no-turn-on-red resolution.

We applaud Preston for bringing attention to this underutilized, proven solution.

Read our take here. walksf.org/2023/09/27/cit…

San Francisco is now the #1 AI City in the world with 8 of the top 20 companies based in San Francisco. It’s another truly amazing gold rush! SF will soon be sold out again! Never seen commercial real estate leasing at this rate. # of companies looking for huge amounts of space…

SF will soon be sold out again! Never seen commercial real estate leasing at this rate. # of companies looking for huge amounts of space is incredible. “AI companies seek up to 1 million square feet of office space in the city, according to JLL.” SF❤️🤖 wsj.com/real-estate/co…

I don’t know who to credit for this. But this. ⬇️

🧵Bringing back downtown San Francisco isn’t rocket science. We need the will to:

✅ Transform the financial district into a mixed use neighborhood. It never made sense for it to be just office. It should be office, housing, nightlife, restaurants, markets, entertainment, etc
⬇️

Tourism spending in San Francisco is set to hit 2019 levels next year. People coming here are finding a beautiful city ready to welcome them. A recent survey by SF Travel found 92% of visitors would come back to San Francisco. We know our challenges, but visitors love this city.

Financial Advisors - Here’s What The Attention Economy Means To You forbes.com/sites/aprilrud…

The local and national news media has loved to declare San Francisco in a state of decline on many occasions in the last five decades, so this is just a primer for everyone who wasn't aware of that and bought into the 'failed city' narrative too hard. sfist.com/2023/07/07/san…

Next Door to San Francisco’s Flailing Downtown, This Neighborhood Thrives on ‘Quiet Luxury’ sfstandard.com/arts-culture/j… via The San Francisco Standard

Brian Krassenstein New York, Canada, Fires, Firestorms, Air Quality, East Coast

We here in California, especially in Northern California and San Francisco know how you feel!!

Pics from September 9, 2020–but some may not know we’ve had repeated fire disasters here on the West Coast.