@guidevine

Providing free and honest personal finance advice from experts. As seen in WSJ, Bloomberg, and CNBC.

 Available nationwide
guidevine.com
Joined September 2014
  • Tweets4.6K
  • Following1.8K
  • Followers2.3K
796Media
A6: I'm going with BIG threat. #Bigtech's use of data and #AI to understand their customers and optimize their experience is a BIG threat few incumbent wealth firms can match. Maybe an opportunity for those wealth firms that see growth in a #partnership strategy. #WWR20
3
9
The pandemic is driving need for new forms of engagement. - @TheRudinGroup #WWR20
🛫 April Rudin 🌏
@TheRudinGroup30 Jul 2020
A1) #WealthManagement has the opportunity to get closer to clients as you steer them through turbulent times. The pandemic is driving need for new forms of engagement. This is your opportunity to go #digital and future-proof. #WWR20 #clientexperience @capgemini @kerryclareryan
2
7
Still a great compilation of kid resources for #parents during the #pandemic buff.ly/3iD8Jpn via @guidevinetech @guidevine
1
1
With schools out and summer camps not on, the next few months will continue to be a struggle for #parents. @Guidevine has assembled some excellent resources to help keep kids engaged during the #pandemic buff.ly/2MW87N4 via @ragspag
2
3
A couple years ago, I wrote about how the single women of TV manage their money - and how they can do it better. via @guidevine guidevine.com/newsroom/how-t… #debt #debtfree #debtfreedom #debtfreelife #debtfreejourney #debtfreecommunity #personalfinance #financialfreedom
2
2
🙀 People often ask how we both quit our day jobs to grow our business. It wasn't easy. At times, it was scary and strategic. Here are the 5 major steps we took: guidevine.com/newsroom/5-ess… 🤑 @guidevine
1
1
How #chatbots can help #RIAs and their client service associates buff.ly/2tTIUt2 via @guidevine #wealthmanagement #wealthtech
2
1
🗠 If you are visiting a financial advisor for the first time you may have some questions on how they can invest your money. Here are some rules they follow ⬇️ #Investing #MoneyConscious guidevine.com/newsroom/inves… @guidevine
1
1
🏳️‍🌈 Finding the right financial advisor for any #LGBTQ family can be a challenge. We took the liberty of finding 3 amazing advisors from @guidevine that are happy to help and accommodate with our unique needs! guidevine.com/newsroom/3-lgb…
1
1
GuideVine retweeted
Jay Palter@jaypalter4 Dec 2018
Tiny Improvements, Big Results: Top reads via @ragspag @guidevine Featuring @awealthofcs on automating good #money habits & @dollarsanddata on what Leonardo da Vinci can teach us about #investing buff.ly/2EeMRzP
1
4
#fintech panel @MyVestCo @Riskalyze @AaronKlein @guidevine intensity Analytics & @ASmarterLook @david_benskin discuss how they help #investors and the firms who serve them #tiburonxxxv
3
1
12
As a CFP® do you have your own financial advisor? @guidevine says you should & here’s why: ow.ly/fqAH30lpUen
1
1
Replying to @guidevine
Don’t forget #empathy. It’s just as important as Education, Experience, Examination and #Ethics .@CFPBoard #CFP #financialplanning #beautyoffinance
1
1
Want an financial adviser that understands your unique needs? bit.ly/2ap0pqy @GuideVine #BeMoneyConscious
1
2
GuideVine retweeted
Forbes
@Forbes30 Nov 2016
Stripe cofounders join the brief list of the world's self-made billionaires under 30: on.forbes.com/60118J1dd
3
46
6
94
It only took JP seven working years to retire in New York City with $2 million. on.forbes.com/60128GSri
2
5
GuideVine retweeted
Forbes
@Forbes10 Nov 2016
This year's election had two winners: Donald Trump and the media on.forbes.com/60188Gya6
21
50
6
81
GuideVine retweeted
CNN
@CNN9 Nov 2016
Twitter COO Adam Bain is leaving the company cnn.it/2ffR5d7
24
182
37
175
Replying to @guidevine
@guidevine introduces us to Cathy Pareto, a trailblazer for #LGBT rights in Florida, who advises us on #QueerMoney. ow.ly/NYAS3060j8X
2
3
Does your advisor understand your unique #QueerMoney needs? If not, you need to hear this. ow.ly/NYAS3060j8X @guidevine
4
2
Load more