
Account Supervisor, @StreetCredPR
NYC
Joined December 2021
- Tweets338
- Following351
- Followers231
- Likes2.6K
Hannah Dixon retweeted
🗞️NEWS: ANNUITIES🗞️
@osaic_inc has announced the availability of direct billing using select fee-based variable annuities within the Osaic platform, eliminating time-consuming administrative tasks for financial advisors.
businesswire.com/news/home/2…
Hannah Dixon retweeted
Jason Early, Founder and CEO of RISR, discusses succession planning for business owners.
Already an amazing conversation - tune in!
What Every Financial Advisor Needs to Know About Wealth.com | Talking Wealth Ep 1🎙️
Today at 11am ET on The Unlock channel, @michaelbatnick will be joined by @WeAreWealth co-founders Tim White and Danny Lohrfink!🔥
⏯️youtube.com/live/z3BN7hmOY3Q
Sponsored by: SS&C’s Black Diamond® Wealth Platform
Hannah Dixon retweeted
A new event from @WeAreWealth called The Estate Planning Conference is launching next year. Here's how it could help financial advisors boost their businesses. #financialadvisors #tax #estateplanning bit.ly/45zdXO3
FOMO x100
The best/only way for @ShannonRosic and I to start #WMEDGE week in South Florida, with @puravida_miami! Missing @HJDpr !
Hannah Dixon retweeted
Opinion: The M&A playbook is broken. Here’s how to fix it citywire.com/ria/news/opinio…
Hannah Dixon retweeted
🎉 Big News at Jump!🎉
We’re thrilled to announce our $20M in Series A funding, led by @BatteryVentures , with support from @CitiVentures , @SorensonCap , and @Pelion_VP .
This milestone strengthens our commitment to helping financial advisors save time, deliver exceptional client experiences, and elevate their practices with AI-powered solutions.
To our incredible customers: Thank you for trusting Jump to power your workflows. We’re excited to accelerate product innovation and continue building a suite of advisor-specific AI workflows and outputs.
To our investors: We’re grateful for your belief in our vision and partnership as we redefine how advisors work.
This is just the beginning! We’re building a future where advisors can focus on what matters most—creating lasting relationships with clients as they guide them through some of life’s most critical decisions.
Here’s to what’s ahead! 🚀
Read more at: jumpapp.com/press/jump-close…
Ok @EmmaCurean!!! 💁🏼♀️
PR out of the office: Insights from our journey as a remote PR agency (Emma Smith, @StreetCred_PR) hubs.ly/Q02YtXy_0 #PR #RemotePR #PRagencies #PRtips
Hannah Dixon retweeted
🚀 Bitcoin has surged past $90K, reigniting many investor’s curiosity about crypto. Kristen Mirabella, head of partnerships at @eaglebrook, joined @HenaDoba at @NewsNation over the weekend to explain what investors need to know.
newsnationnow.com/video/unde…
Hannah Dixon retweeted
Bitcoin’s 28% surge since September has reignited advisor and investor interest, with many clients revisiting its role in portfolios.
hubs.la/Q02W9Lsg0
“The reality is, most of us think too small.” - @DuranMoney
#FISummit
“The more adaptable you are, the better your life will be.” - @DuranMoney
#FISummit
“I want to help create the next great thing.” - @DuranMoney
#FISummit
“Start with your promise. What is the promise you’re making to the marketplace?” - @DuranMoney
#FISummit
“How do you win in a consolidated industry?” - @DuranMoney discusses this with @TriciaRothschi1 this morning at #FISummit.
Hannah Dixon retweeted
Today is the day! Don’t miss TradePMR’s Chief Product Officer Jon Patullo as he discusses “Client-Centric Growth: Scaling Engagement and Satisfaction,” today, October 24, at 9:30 AM on the Level 4 Main Stage!
#FISummit #WealthManagement #FinancialAdvisor #FinTech #RIA
Hannah Dixon retweeted
TradePMR Chief Product Officer Jon Patullo will be speaking about “Client-Centric Growth: Scaling Engagement and Satisfaction,” tomorrow, October 24, at 9:30 AM on the Level 4 Main Stage.
See you there!
#FISummit #WealthManagement #FinancialAdvisor #FinTech #RIA






















