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WealthVoice (@WealthVoiceAI) profile picture

WealthVoice

@WealthVoiceAI

Easy voice marketing on AI. Alexa+ Skill content manager. Your podcasts, bios, & FAQ on demand. Share your voice, market aloud. https://xitter.cf/t.co/reyfS7lsDk

 Austin, TX
wealthvoice.ai
Joined September 2019
  • Tweets885
  • Following300
  • Followers330
174Media
Photo by WealthVoice (@WealthVoiceAI)Photo by WealthVoice (@WealthVoiceAI)Photo by WealthVoice (@WealthVoiceAI)Photo by WealthVoice (@WealthVoiceAI)Photo by WealthVoice (@WealthVoiceAI)Photo by WealthVoice (@WealthVoiceAI)Photo by WealthVoice (@WealthVoiceAI)Photo by WealthVoice (@WealthVoiceAI)Photo by WealthVoice (@WealthVoiceAI)Photo by WealthVoice (@WealthVoiceAI)
Lose your password. Reference: Fidelity's 'white whale' study. Part urban legend. Barry Ritholtz covered it on MiB c. 2014. IYKYK. If you're a financial content creator or advisor wanting to make videos but not sure what to talk about, try my STRATEGIC topic trio below.
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“Where the traditional retirement-centric model still clings to the question of ‘when can you retire,’ Deane’s clients have a different goal. ‘It’s about time, freedom and flexibility,’ he says.” Millennials making $200k are still broke—here's why investmentnews.com/practice-…
Millennials making $200k are still broke—here's why

Millennials making $200k are still broke—here's why

High paychecks, higher expectations—and a looming tax bill no one saw coming. Young tech workers are falling into wealth traps of their own making.

investmentnews.com
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Financial advisors with defined marketing strategies onboard 50% more clients. 📈Growth-focused financial advisors invest 4x more in marketing than their non-growth-focused counterparts. (2024 Broadridge survey) Marketing is not a cost, it’s an investment.
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WealthVoice retweeted
Asset-Map (@AssetMapLLC) profile picture
Asset-Map
@AssetMapLLC12 Mar 2025
What are the two things you have to do as an advisor to retain clients, especially ultra high net-worth clients⁉️
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Emotional marketing unlock: You save people time & energy. How do you even quantify that? You really can’t. A percentage of AUM is a steal for sleeping well + long-term asset growth and protection. Sell benefits, not features. Blog & video: beetlemoment.com/voicefirst-…
"You Don’t Know What You Don’t Know": How Financial Advisors Can Win HNW Prospects — Beetle Moment...

"You Don’t Know What You Don’t Know": How Financial Advisors Can Win HNW Prospects — Beetle Moment...

Discover how financial advisors can effectively market to HNW clients by addressing the Dunning-Kruger effect and emphasizing the value of delegation. Learn why time-saving, peace of mind, and expert...

beetlemoment.com
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WealthVoice retweeted
Asset-Map (@AssetMapLLC) profile picture
Asset-Map
@AssetMapLLC21 Oct 2024
Our CEO, H. Adam Holt, was featured on the WealthTech Today podcast, hosted by @craigiskowitz! Check out the full episode to hear more about the evolution of advice engagement in wealth management and more 👇 hubs.li/Q02T6bgd0
Image from Asset-Map (@AssetMapLLC)
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Spotted, FRDM Index stickers ⁦@FutureProof_HQ⁩! Find them at attendee concierge, recharge zone, breakthru and registration.
Image from Perth Tolle (@Perth_Tolle)
Image from Perth Tolle (@Perth_Tolle)
Image from Perth Tolle (@Perth_Tolle)
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WealthVoice retweeted
RIABiz (@RIABiz) profile picture
RIABiz
@RIABiz27 Aug 2024
Reddit and weep; Fidelity soars 68% in social media interactions, after embracing TikTok and other media, but sticks with the traditional output on Facebook and LinkedIn riabiz.com/a/2024/8/27/reddi…
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WealthVoice retweeted
TIGER 21 (@TIGER21) profile picture
TIGER 21@TIGER2110 Jul 2024
Perianne and other TIGER 21 Members who hold #Bitcoin are up 150% this year But it's never been money that motivates @PerianneDC, one of the most influential people in Blockchain. Ep. 5 podcast links below youtu.be/JO3u5VPHwDo
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WealthVoice retweeted
Asset-Map (@AssetMapLLC) profile picture
Asset-Map
@AssetMapLLC3 Jul 2024
Our CEO, H. Adam Holt, was featured on the @advisorpedia podcast last week, to talk about our latest advisor survey data results and his insights into the future impact on advisors and the industry Check out the full podcast 👇 bit.ly/3xEjSmg

Episode 218 – Identifying Advisor Pain Points with Adam Holt – Power Your Advice

Adam Holt is the CEO and Founder of Asset Map, a platform providing interactive financial overviews for informed and empowered decision-making.  Asset Map surve

poweryouradvicepodcast.blubrry.net
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Enable our Alexa Skill for hands-free access and updates powered by @WealthVoiceAI! alexa-skills.amazon.com/apis…
Try 'Twin Cities Wealth' on Alexa

Try 'Twin Cities Wealth' on Alexa

Prioritizing your personal interests to create the right comprehensive financial plan for you.

alexa-skills.amazon.com
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Adding Spotify Chapters (clickable timestamps) to your podcast show notes is easy and you should do it on every episode. #podcasting #voicemarketing 👀 How-to video & SEO benefits: beetlemoment.com/voicefirst-…
How To Add Spotify Podcast Chapters (Clickable Timestamps) - SEO — Beetle Moment Marketing

How To Add Spotify Podcast Chapters (Clickable Timestamps) - SEO — Beetle Moment Marketing

Adding Spotify Chapters (clickable timestamps) to your podcast show notes is easy and you should do it on every episode. Watch Emily’s tutorial video here . Read more about the SEO and UX benefits of...

beetlemoment.com
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They not like us. Shout to @WealthVoiceAI xitter.cf/i/broadcasts/1LyxBnArv…
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Do you have sonic branding? @emilybinder shares what it is and why you need it on a recent Marketing Office Hours with @matthalloran_ & @sjaycoulter. @WealthVoiceAI @beetlemoment #marketing
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The best Youtube advice for 2024 from @emilybinder Be unique, simple and brief! ▶️Full interview with @sjaycoulter and @matthalloran_ can be found on our YouTube channel. @WealthVoiceAI @beetlemoment @proudmouth
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Do you have sonic branding? @emilybinder shares what it is and why you need it on a recent Marketing Office Hours with @matthalloran_ & @sjaycoulter. @WealthVoiceAI @beetlemoment #marketing
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We've updated our Financial AdvisorTech Solutions Map! Among the latest in advisor tools added, categorized by their primary function are: @gotk1s @NewRetirement @AdviAlly @AmplifyPlatform @trustworthy_app @WealthVoiceAI ..and more! bit.ly/41R1r7L
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Last Month's Twitter/X Round-up with @MattHalloran_ & @sjaycoulter. Who should they feature on next weeks show? Last Month featured: 👉@EmmaCurean from @StreetCred_PR 👉@dianacabrices & @_white_glove 👉@emilybinder from @WealthVoiceAI 👉@Steph_Bogan
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See you in Philly next week! #SchwabIMPACT @Schwab4RIAs
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WealthVoice retweeted
Nick Gertsema (@ngertsema) profile picture
Nick Gertsema
@ngertsema4 Oct 2023
"The number one killer of trust is inconsistency." @emilybinder waking up #FISummit on our final day on an all-star panel with @craigiskowitz @JasonLahita @justinlmack and @ShannonRosic
Image from Nick Gertsema (@ngertsema)
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