Empower Your RIA Firm's Financial Success with Expert CFO and Controllership Services
Xtended Financial Resources offers tailored financial services to RIA firms, focusing on profit maximization, cash flow strategies, and growth amplification.
Transform your RIA's finance department, ...
Just imagine having a partner who understands the unique needs of your RIA firm—streamlining your processes, supporting your growth, and helping you deliver even more value to your clients.
That’s exactly what Xtended Financial Resources is here to do.
Discover how we can help at www.xtendedfr.com
28.01.2025 17:02 — 👍 1 🔁 0 💬 0 📌 0
Join us at the Heart of Wealth.
For 25 years we have built up the most complete picture of the decision-makers who drive the way the global wealth industry invests more than $120tn in assets.
Learn more at ➡️ https://www.aboutcitywire.com/
Director of Financial Planning and Senior Wealth Advisor at Carlson Capital Management
📍Minneapolis
🏳️🌈 👨❤️💋👨 @mmarcotte.bsky.social
Posts ≠ advice
Founder of the Financial Therapy Clinical Institute. Mental health and money geek. Also pretty big into dogs, video games, and Lord of the Rings.
Recovering CPA and full time ghostwriter. Doing my part to make accounting better.
Financially Fit Average Joe Gen-Xers | Coast FIRE ✅ | FIRE 🎯 9/27 | Intentional Spending & Savings Rate are 🔑 to Financial Independence & Retire Early.
https://m.youtube.com/@OurRetireEarlyJourney
This is our account on Blue Sky for those who enjoyed Economics On X and Economy Tweets.
Driving financial clarity for law firms, entrepreneurs & individuals | Straightforward accounting, tax, and wealth management strategies | Back away from that S Corp
Retired dude with a band you’ve never heard of. I geek out on financial stuff. Yeah… I’m that guy.
https://letterseventeen.bandcamp.com
Inadvertent Johnny Appleseed of #TaxBS and #TaxSky. Detroit City FC, Liverpool FC, Tax CPA, Lefty politics. Part-time Jackal (The Return of Mo Salad). Former Slate News Quizzer.
I will block randos, especially follow-me-backers and T-shirt holders.
👋 Owner at Celerity Accounting.
Madison, WI
Master shape rotator (yes, that Ramp Capital from Twitter)
Make financial planning more accessible with fintech.
🎥 Content producer
🏆 Award-winning pinball player
📍Boston.
wrote a book called "in this economy?" | chair of the federal reserve | writing and youtube @ http://kyla.substack.com
He/him. Sci-Fi, Superheroes, and Southern food. Senior Financial Planner @ https://www.olsonfp.com I block fascists, oligarchists, and science-deniers without a second thought or loss of sleep.
We empower wealth management professionals with analysis and insights into the ideas shaping their businesses. Through authoritative journalism, events and research, we help firms drive their businesses and the industry forward. financial-planning.com
Licensed Financial Advisor
CFP® Professional
Ontario, Canada
Epic Beard
mikethefinancialadvisor.com
I write TheFinanceNewsletter.com for 100,000+
Follow to get smarter with your finances, habits & life
