It was great to spend time yesterday with two of the leading voices in our industry in MichaelKitces and Jason Pereira!

We appreciate all the hard work you both do to drive the future of financial planning forward with your platforms.

#FutureProofAC #FAsuccess #FintechImpact

Grateful for the opportunity 🙏🏻

Grateful for the people who have supported me in getting here. 🥰

#FASuccess

We're thrilled to share that CloudScale365 has once again earned a place on the 2024 Kitces FinTech Landscape Matrix for the second consecutive year. We're truly grateful to all Fintech customers for the reviews! MichaelKitces #FASuccess
kitces.com/fintechmap/

#FASuccess Ep 266 with Jim Gold on building an advisory firm with the benefits of a wirehouse, creating a partnership culture, and following his inspiration. ow.ly/K0C1104KKTV
For more information, please reach out to [email protected]

My guest #FASuccess Ep380 podcast is Andrew Leonard, Managing Partner of Geometric Wealth Advisors. He shares howthey have been able to triple AUM in the past 4 years, by increasing team density, and only then deciding how many new clients to bring on. bit.ly/4cMISaC

My guest on #FASuccess Ep382 is Tyson Ray Tyson Ray, who shares how he developed a 'Total Relationship' approach, which puts emphasis on determining a client's near-term lump sum spending needs and how it can reduce the number of panicked calls bit.ly/4cZMVk8

My guest on #FASuccess podcast Ep383 is Troy Sharpe, Founder and CEO of OakHarvestFinancial. He shares how they drive organic growth through multi-pronged marketing, including a YouTube channel that allowed the firm to grow from $85M-$750M AUM in the past 5 years. bit.ly/3WmShA4

My guest on #FASuccess podcast Ep 373 is Ben Hockema, Founder of Illuminate Wealth Management. He spent 13 years successfully working his way up at an advisory firm, starting as an intern and making partner… only to realize that it wasn't a good fit. bit.ly/49wGLp0

My guest #FASuccess podcast Ep379 is Hans Blake. He shares how he created Intelligrations, a form of financial dashboard software that dynamically consolidates a client's key asset data points and assembles them into a 1-page visual statement. bit.ly/4cCRIYv #advicers

What is a Fractional Financial Behavior Officer? In #FASuccess Podcast Ep381, Ashley Quamme shares how she helps advisory firms figure out why their clients are getting stuck in their financial journey through advisor training, client support and more: bit.ly/3W0APRM

2022 was a challenging year for so many reasons - but going through it made our business (and our family) stronger than ever going into 2023.

I'm sharing some of that journey with MichaelKitces on the #FASuccess podcast today. Catch the episode here: buff.ly/3PFZkQG

In this Ep379 of #FASuccess , Hans Blake of Intelligent Investing shares his journey on creating Intelligrations. He shares:
-What led him to create Intelligrations
-How he prioritizes it to focus on higher-level financial goals
-A sample report
bit.ly/4cCRIYv #advicers

RT smartasset 'RT MichaelKitces: My guest on Ep378 of #FASuccess podcast is Michael Collins, CEO & Founder of WinCap Financial. Since 2021, Michael has b…'

In Ep378 of #FASuccess , Michael Collins shares how he maintains his ongoing $5K/month marketing spend with a process that has an ultimate failure rate of 95% because the financial ROI on the prospects that do close continues to make sense:
bit.ly/3vyvPZs #advicers