
Outsourced Financial Planner • https://xitter.cf/t.co/WI0cpHg89V • Featured in @Investopedia, @YahooFinance, & @MarketWatch
Columbus, OH
Joined August 2019
- Tweets551
- Following108
- Followers426
- Likes1.8K
Benjamin Daniel, CFP® retweeted
Want a chance to share YOUR marketing best practices with fellow advicers on the Kitces platform?
Join @MichaelKitces (and team) for a free Info Session about contributing to the 2025 Kitces Marketing Summit tomorrow, Friday, January 3rd, from 1:30 – 2 PM ET.
You'll learn more about how to become a guest speaker, showcase your marketing success, and give back to the advicer community!
Sign up for the free info session here: bigmarker.com/kitces-com/Kit…
Benjamin Daniel, CFP® retweeted
"Advisor Marketing Made Simple" is LIVE!
If you're an advisor who is...
‣ Tired of experimenting without results
‣ Craving simple marketing strategies (that work)
‣ Excited to learn from experts and peers
...you're going to love what @kendrarockslife and I have in store for you.
👉 Check out episode #1 and get subscribed: pod.link/1764208914
Benjamin Daniel, CFP® retweeted
1/?
🚨SECURE Act FINAL Regs are here!🚨
I honestly can't remember a time when advisors, tax pros and "mom and pop" investors more eagerly awaited news from the IRS.
But more than 4 1/2 years after SECURE was passed, we now have some definitive answers to key Qs.
A thread...
Benjamin Daniel, CFP® retweeted

MichaelKitces@MichaelKitces6 Jul 2024
United States
United StatesConnected via United States Android AppAccount-level information, not a live location or per-post device.
For anyone who's in industry media (or has a friend who is that you can @ tag in the thread)... our Kitces Team is hiring for a new Managing Editor!
Our existing Managing Editor - the awesome Sydney Squires - has decided she wants to spend more time writing with us and pursuing her CFP marks - yay! - so we're expanding the Kitces Editorial team to shift her internally to a full-time writer role, and rounding out the team expansion with a replacement for the leadership position.
This is primarily a lead-and-manage-people position, with a secondary focus in helping to ensure the whole team of writers and editors is shaping Kitces content in accordance with our QNR (Quality, Nerdy, and Relevant) guidelines, and a tertiary focus in data (get the numbers, use the numbers to guide our QNR efforts!). The core department to manage is 5-6 internal folks (writers, editors, graphic designer, etc.), plus handful of external contractors and the usual spate of freelancers who occasionally contribute.
We think Kitces is a really unique opportunity, not just because we're quite proud of the content brand we've built, but because unlike 'traditional' media, we have no advertising as part of our revenue model at all - and so I think(?) that there may be some media folks out there who would be really excited by the stability and non-conflicted nature of not needing to worry about advertisers at all. (And unlike most others in media, we're actually growing and expanding our team!) Plus, we're a work-from-anywhere virtual environment (so perhaps appealing for someone 'stuck' in the city that would love to transition to a lower cost of living area while staying in media!?).
So if you know anyone who might be interested, more details on our site at kitces.com/career-opportunit… and about our team at kitces.com/we-are-a-team-of-….
Benjamin Daniel, CFP® retweeted
A new marketing podcast for advisors is launching...
Advisors get to ask the questions and @TaylorSchulte & I will provide actionable advice from TWO different perspectives.
Sign up to get 1:1 help from us: bit.ly/4dcPM9c
Benjamin Daniel, CFP® retweeted
🎉🔥 The Externship is back!!! 🔥🎉
And we are giving five registrations for $5 on April 5th!!
To be eligible, register to our insiders list: amplifiedplanning.com/extern…
Benjamin Daniel, CFP® retweeted
Advisors: Who is having success growing their practice through client (or COI) referrals?
Not simply doing good work and hoping people send referrals your way...
...but a systemized, repeatable referral process that contributes to meaningful growth in your/their firm.
Share in the comments or tag an advisor who is doing this well.
Benjamin Daniel, CFP® retweeted
Before you discover what you love: fewer commitments, more experiments.
After you discover what you love: fewer experiments, more commitments.
Benjamin Daniel, CFP® retweeted
Imagine the outcome you want to create.
Envision where you are headed in great detail. Don’t talk yourself out of it. Don’t encourage yourself to be realistic. You will have to wrestle with reality soon enough. Don’t be your own bottleneck at this stage.
What would the magical outcome be?
Benjamin Daniel, CFP® retweeted
Don’t forget to register to become an #intern or to create an #internship through the @blxinternship program. Deadline is 12/31/23.
This case study is a great read showcasing the opportunities for firms and interns.
This Post is from an account that no longer exists. Learn more
Benjamin Daniel, CFP® retweeted
Advisors…this is the best idea you’ll see on Twitter this month.
I preach this all the time.
Connect the “How” with the “Why” anytime you’re providing a recommendation.
Bonus points if you visually connect them as well.
Benjamin Daniel, CFP® retweeted
🔥🔥🔥 AGC Career Opportunity — Become our next Community Manager!
Are you passionate about building communities that help financial advisors grow both personally and professionally?
The AGC™ - Advisors Growing as a Community, a safe, collaborative space for advisors to learn and grow alongside their peers, is currently looking for a dynamic, growth-minded Community Manager to join our leadership team.
If you’re friendly, knowledgeable about financial advisor community needs, and ready to take on a rewarding role, we’d love to hear from you!👋
📆Starting today through November 20th, we’re accepting resumes at [email protected]. Send yours along with a note on why you think you’d be a great fit as our next Community Manager.
We can’t wait to hear from you!
➡️To review the job description, go here: wealthtender.com/the-agc/
❓Questions? Feel free to reach out to any of the The AGC™ leadership team members tagged in this post--ME, @DefineFinancial @clouseplant @dianacabrices @wealthtender
📣If you know someone you think would make an amazing addition to our team, please share this post with them, or tag them directly below. Thanks!
Benjamin Daniel, CFP® retweeted
We all tend to put things off - we say we're too busy to go on the trip or make the phone call.
We say we'll start the business or write the book when things calm down.
This is your sign. Stop putting off till tomorrow - because tomorrow is not guaranteed.
❤️ We miss you so Ry
Benjamin Daniel, CFP® retweeted
We have assembled an amazing roster of speakers for our virtual Befi Summit on 11/3.
The best part? It’s completely free. Secure your spot here: shapingwealth.com/befi-summi…
@dougboneparth @averagejoelle @HalHershfield @MeghaanL @Ross__Marino @brianportnoy @neilbage @joylerepsyd
Benjamin Daniel, CFP® retweeted
Ryan is a super talented graphic designer and a great guy — let’s do this right, everyone drop what you’re doing a buy a copy of his new book for your kids.
My husband, @ProfRyanRussell has been battling cancer for 17 months
Today, we officially had to start hospice
Our hearts are broken.
Yet on his 41st birthday last week, I got to tell Ryan his dream came true- he officially is a published author ❤️
a.co/d/fodmKrd
Benjamin Daniel, CFP® retweeted
This happens somewhat without fail.
I write a piece of content (most often my weekly client letter) I'm super jazzed about. A piece that I think really is going to land. Something that's going to trigger tons of responses.
And I hear nothing but crickets.
Conversely, I'll scab some piece of content together quickly just before the "shipment" date. I know it's not my best work. I expect radio silence.
Floodgates open with responses.
It's a reminder that we don't get to judge the work we do. We just have to do it and keep showing up.
Benjamin Daniel, CFP® retweeted
Advisors: The most important part of the discovery process is what your clients discover about themselves, not what you discover about them.
Benjamin Daniel, CFP® retweeted
The @MichaelKitces study on "How Financial Planners Actually Market Their Services" aligns with our research at @SnappyKraken
🥇SEO
🥈Online Advisor Listings
🥉Drip marketing
These are the top three most effective marketing tactics when you have a clearly defined niche!
Benjamin Daniel, CFP® retweeted
Future Proof, the World's Largest Wealth Festival, will feature 140+ world-class speakers!
Join us September 10-13 in Huntington Beach for four transformative days of content, networking, and special events.
Get your ticket before prices increase! futureproof.advisorcircle.co…
Benjamin Daniel, CFP® retweeted
Are you an advisor who wants to improve your messaging?
Join @BillyBroas, me, and 170+ advisors next Thursday 9/24 @ 1pm ET for a FREE interactive workshop.
Bring your colored pencils & learn how to implement "The 5 Lightbulbs" framework!
👉 Register: us02web.zoom.us/meeting/regi…



























