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@assetmap

"What I always wanted from my financial advisor but never knew how to ask for it."
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Everyone tells me I don’t post enough and tend to keep my social content to the business version of social media. But got a lot of feedback that I shouldn’t keep this stuff a secret, so I wanted to express my gratitude for all those that have supported me in the entrepreneurial journey (for what feels like a lifetime). The real recognition goes out to the people that get us to our destination- So let me say thank you. 🙏
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5 months ago
Shout out to Daymond John #ThePeoplesShark for continuing to elevate business-owner initiatives as a Presidential Ambassador for Global #Entrepreneurship. #PAGE Celebration of his newest children's book "Little Daymond Learns to Earn" / that seeks to elevate the #literacy and awareness of our youth. Call to all #financialProfessionals to start investing in the next generation through relatable education! #LeadWithAdvice #CFP #education #investing #business
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3 years ago
Great fireside chat with The People’s Shark about the #entrepreneurship journey and #financialliteracy #daymondjohn
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3 years ago
https://www.advicetech.live When you look back at all the buzz after this thursday, you're gonna say "Self, I wish I could see some of that content from AT.L". Let me save you by sharing that recordings are available this year (first time)... if you have a ticket. -Genie
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3 years ago
We had a frustration. Came up with a solution. Year 3 is even bigger. Be there. Go register now to hold your access. https://www.advicetech.live
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3 years ago
#AdviceTechLIVE is BACK! Join us on 9/29/2022 to see industry leading #WealthTech and #FinTech firms sharing their latest platforms. And while you’re there…hear from industry thought leaders. And a large portion of the proceeds will go towards Personal Financial Planning degree programs across the country! Thank you to @assetmap for organizing this award winning conference for a 3rd year! Register for this event at the link below: https://www.advicetech.live The journey continues… #FinancialPlanning #WealthManagement #CFPPro #InvestmentManagement #PersonalFinance #AssetMap
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3 years ago
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3 years ago
https://www.advicetech.live September 29th, 2022 $50 (At least half going to charity) to see... 🚀 20, 10-minute speed demos of the newest builds in Advisor Technology (see who on the site) 👩‍💼 20 Thought leaders you would have to travel to hear from (see who on the site) 🎙 Experience a live podcast recording with Michael Kitces and Carl Richards And you don't have to get on a ✈, or wear a 😷, or book a 🛎. All Financial Professionals and interested parties are welcome to see and hear what's shaping the advice industry in the next year.
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3 years ago
Add this to your podcast queue! @rynoshanksy https://bit.ly/Ep10-CaptivevsIBDvsRIA
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4 years ago
Carson Excell packed into 30 hours
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4 years ago
Do you think we’re going back to traditional conferences? www.AdviceTech.LIVE
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5 years ago
Get your fintech-stack in order before the next quarter.
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5 years ago