A must-listen for your long weekend. Great episode of the #WealthStack podcast:

Maybe take a few minutes and listen to this honest dialogue about the real impact #anxiety can have on our health. Need more conversations like this:

Big news today in the #RIA world.

💡 At Wealth Management EDGE Scott Victoria, COO at TradePMR, takes the stage to discuss the transformative nature of AI across demographics served by advisors.

#WMEDGE #AI

Must-see programming at #WMEdge next week in Florida!

Lead Dads listen up!

🔥We’re back with another of PRess Play!🔥

Industry luminary Mark Bruno joins hosts Elena Krasnow and Jimmy Moock to share the winding story of his career and to explore how the complex landscape of financial media has evolved over time.
open.spotify.com/episode/1IuHZA…

Yes, there were apes riding horses on a San Francisco beach Wednesday.

Here’s why: trib.al/KRRtEGT

🎧 Tap into this episode of the NextGen Planners TechStack Podcast with host Adam Carolan and guest Chris Shuba of Helios!

They discuss how Helios uses #AI to create investment portfolios, the benefits it can offer financial planners & more! 💡
open.spotify.com/episode/2bereQ…

💡 If you're not communicating to the prospects in your funnel on a regular basis, then you're not staying top of mind.

Christa Spencer of Mercer Advisors on Snappy Kraken's webinar on The Growth Secrets of Billion Dollar RIAs. 🚀

JUST IN: #SanFrancisco loses a legend. Reverend Cecil Williams has died (at age 94). Fought for racial equality, gay rights and homeless. Transformed Glide Memorial Church into a national community. NBC Bay Area GLIDE

🎙️Catch up with hosts Elena Krasnow and Jimmy Moock this weekend and tune into this episode of PRess Play: The StreetCred PR Podcast featuring Jack Sharry!

Learn how listening can transform your career and reshape your business outlook. 🎧
open.spotify.com/episode/38poUM…

“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…