
Board Member and Former President of @OrionWealthTech, Former CEO at @RedtailCRM
Sacramento, CA
Joined February 2009
- Tweets6.6K
- Following2.6K
- Followers3K
- Likes22.7K
Brian McLaughlin retweeted
We did it! Today REBL Dad officially launches with a post from @richardbranson holding our new book!
Get the book: amazon.com/dp/B0GZWW4FNB
@rossiadam @realRudyReyes @redtailtech @BenUtecht @AaronKlein @devinbanerjee @equalman @RetirementsRisk @MathewKnowles @sambranson
Brian McLaughlin retweeted
I'm very proud of this project and excited to announce the REBL Dad book is now available for pre-orders on Amazon: amazon.com/dp/B0GZWW4FNB
Tag a dad you respect and think would benefit from this book.
@asset_map @redtailtech @RetirementRisks @MathewKnowles @realRudyReyes @EricGangloff @equalman @rossiadam @Lawrence_Sprung @KleynKobus @BenUtecht
Brian McLaughlin retweeted
If you’d have told me I’d ever be the Executive Producer of a film, I’d have told you that you were CRAZY.
It’s been an honor to stand behind a young man I deeply admire: the talented filmmaker Josh Leong.
His vision for LOST BOYS is an impact film that tells the story of the global orphan crisis, through the lens of a young man who grew up in an orphanage in Addis Ababa, Ethiopia.
The very same orphanage my oldest son grew up in.
You can’t make this stuff up. When he asked me to get involved, I couldn’t say no.
Today was the first day of principal photography there. Tomorrow, I head to Addis to help behind the scenes for a few days.
I can’t wait for you all to see LOST BOYS when it premieres next year. Enjoy Josh’s “director’s intro” in the mean time.
PS: If anyone has a crash course on being an Executive Producer for a film, please do let me know. 😂
Brian McLaughlin retweeted
What a day, indeed.
THIS TEAM.
What we built together is nothing short of amazing.
My inbox is a mess with all the people flooding in.
Grateful.
Let's go!!! 🚀
WHAT. A. DAY. 🎉
MeetingOS is officially here! 🚀
It's the first AI platform designed to transform broken meetings into decisive moments that accomplish great things.
Thank you to everyone who joined us in person or on the livestream to help us celebrate!
Take a look at what we launched --> contio.ai/?utm_source=x&utm_…
Your meetings will never be the same.
Brian McLaughlin retweeted
What if AI could make every client and prospect meeting worthwhile?
The AI-powered MeetingOS for Financial Advisors is coming. Join the early access list for Contio today!
Brian McLaughlin retweeted
Another REBL Dads ™ moment....
Brian McLaughlin @redtailtech it was really enJOYable to catch up at Financial Planning Advise AI.
Catch up with one of those who was at the forefront of FinTech.
Brian McLaughlin retweeted
To know Matt Halloran is to love Matt Halloran. He and his family are struggling right now and I'm sure you want to help as much as I do. The best part of this industry is how we all take care of one another! Let’s help however we can!
gofundme.com/f/support-angel…
Brian McLaughlin retweeted
AI shouldn’t replace the advisor, it should amplify their voice.
Proud to see @Hamachi_ai featured in @investmentnews for leading that charge toward smarter, compliant advisor communication.
investmentnews.com/fintech/h…
Brian McLaughlin retweeted
Building long-lasting client relationships is every advisor’s goal, but research, personalization & compliance make it harder than it should be.
At @Hamachi_ai, we’re changing that. AI-powered, compliant, personalized communication.
@ThinkAdvisor: thinkadvisor.com/2025/10/06/…
Brian McLaughlin retweeted
🚀NEWS: LAUNCH🚀
Industry veterans @EricRClarke, @redtailtech, Mike Wilson and @mwbaassiri reunite to launch @hamachiai —a breakthrough AI-powered communication platform that streamlines and accelerates dialogue across the wealth management ecosystem.
businesswire.com/news/home/2…
Brian McLaughlin retweeted
Exclusive — Eric Clarke and Brian McLaughlin launch new AI-for-advisors startup: citywire.com/ria/news/exclus…
Brian McLaughlin retweeted
Post-exit rule #1: Don't touch your checkbook for 6 months
When you sell your company, you're emotionally vulnerable in ways you can't predict.
The structure that held your life together vanishes overnight. It's like running full speed into a wall.
I learned this the hard way and made a poor acquisition right after my exit because I was desperate to do something. I didn't do proper diligence, and just needed to fill the void. But it was a big mistake.
Here's my advice: Structure your days before you sell. Line up mentoring gigs. Join other companies part-time. Get involved in philanthropy. Coach your kid’s team. Whatever it takes to avoid those long stretches of loneliness.
Because without structure, you'll find yourself thinking about having a beer at 8am. Or worse, making major financial decisions while emotionally compromised.
From my conversation with @Lawrence_Sprung , catch our full conversation here: youtube.com/watch?app=deskto…
Brian McLaughlin retweeted
What if AI could make every client and prospect meeting worthwhile?
The AI-powered MeetingOS for Financial Advisors is coming. Join the early access list for Contio today!
Brian McLaughlin retweeted
Being a dad isn’t a title. It’s leadership—every damn day.
At REBL Dads, we’re not trying to “balance” work and family—we’re learning to lead in both and find harmony.
That means being present, owning our impact, and pushing each other to grow.
Tagging some dads who live this out daily—drop your name below if you’re walking this path. ⬇️
@AssetMapLLC @rossiadam @redtailtech @VermaKiran @Rob_InterGen @richardbranson @sambranson @equalman
Tagging other dads who should I think this will resonate with.
@bennyjohnson @MillerBode @robkardashian @mariolopezviva @jtimberlake @narendramodi @Cristiano @TheDaddyFiles @Ed_Newton @LifeofDadShow @justinbieber @aplusk @VancityReynolds @TheRock @XplodingUnicorn @charliesheen @charliekirk11 @vibrantdad @companyofdads @thedad
#Fatherhood #REBLDads #LeadAtHome #DadLife #LegacyMinded
Brian McLaughlin retweeted
🚀 It was powerful to be in a room with so many people I respect, people who are service first and who want to make an impact...
@RetirementRisks @jasonpereira @lazettabraxton
@BlueOceanGW @craigiskowitz
@Daniel_Bolton @bamconsults @TorieHappe
@btreichelesq @redtailtech @shanas621
I am sorry for those I forgot.. but grateful to be part of Mastermind with all of you.
Brian McLaughlin retweeted
OMG...this might be the thing to play tonight on the Coldplay kiss cam. 😂😂😂
Brian McLaughlin retweeted
Our first ever #AdviceEngagement event has officially been kicked off by @asset_map!
Looking forward to productive discussions on the role of HUMANS in advice delivery.
#advicecommunity #futureofadvice
Brian McLaughlin retweeted
Openg night of An Advice Engagement! Thanks to our incredible hosts @AssetMapLLC @alisusko_alison @TJunior1014 @asset_map! Celebrating the day ahead with @TorieHappe @ShannonRosic @acketyack @jasonpereira
Brian McLaughlin retweeted
Citywire RIA's @IanWenik: Aaron Klein returns with AI-for-meetings startup, raises $5.5M in capital. citywire.com/ria/news/aaron-…

























