James Werner, CFP®️

@tomowenmorgan The return on investment of investing in yourself

What thing do most people not understand, but that’s actually REALLY IMPORTANT to understand?

@AaronKlein So good

It’s important to segment your customers.

@AdamSinger HOF tweet - as a younger GenXer I feel very much the same - Sade playing in the elevator- it all works

Best part of being an elder millennial is at the grocery store every song is an absolute banger. Wonderwall at 8am? Let's gooo

@DrPrestonCherry Amén!

It's okay to use your tax-deferred accounts for their intended use. The "H" in HSA is for 'health.' Yes, it's optimal to invest your HSA long-term to supplement retirement & fund *future* healthcare costs. However, it's okay to allocate towards your *current* health costs.

@robertsofia @SnappyKraken Invite him to @jolt all expenses paid and give him a bright green name tag… the rest should take care of itself. 😉stealing someone else’s content is like taking their wallet- worse - more like doing it every day sorry man I know how hard you guys work - smh

@AaronKlein Focus group sponsored by Frenches??

@SamanthaTwenty @ProfRyanRussell 🙏🙏

Thank you all for the prayers and messages for @ProfRyanRussell Ryan underwent a 6 hour craniotomy (9 hours total in the OR) at the University of Penn yesterday The surgery went well and he is stable in recovery now Please keep the prayers coming 🙏🏻 Ryan is so appreciative

.@gspitzner, you are dearly missed by the #fintech and #fintwit communities. Can't believe it's been 6 months since you passed. Much love, amigo! ❤️🙌🏼🙏🏻

@Sarah_Katilyn Luck

If you could have a lifetime supply of one thing, what would it be?

@bryanhasling Welcome home !

1,700 miles done. The eagle has landed! Our first home

@SamanthaTwenty 🙏🙏

My husband Ryan is having a very serious brain surgery on July 25th- an awake craniotomy We could use all the prayers you will send our way right now!!! More info: my-grey-matters.com/grey-blog/n724…

@ThrivosLLC Aww - congratulations @ThrivosLLC !!!

Co-founder of @SiliconHillsWM, @JAllenWerner, discusses the challenges and opportunities advisors face when it comes to engaging their clients. #JoltConference

"People hate to be sold, but people love to buy." - @JasonLahita - Tune in and unlock the secrets to leveraging media opportunities for ultimate success ----> pod.link/1586207971/epi… - @JAllenWerner , #success #pr #wealthmanagement #wealthpodcast

@joshsmith1232 @investmentnews congrats Josh!

Some news. I still don't quite believe it's real, but I am honored to say I made the list of @investmentnews 40 under 40 for 2023. 40under40inadvice.com/winners/joshua…

@mistylynchcfp @SiliconHillsWM @JasonLahita Thanks for listening @mistylynchcfp !!

@SiliconHillsWM @JasonLahita @JAllenWerner Great episode! Thanks for sharing

We're BACK with an all new episode of Voice From the Hills featuring @JasonLahita 🎉 - Join Jason and @JAllenWerner as they explore the challenges, rewards, and essential tactics for building successful relationships with the media. - pod.fo/e/181b90 #wealthpodcast

Welcome @JasonLahita to the pod! If you are struggling to take your bus to the next level - Jason and @StreetCred_PR stand ready. If you are struggling personally - take a listen - anxiety doesn’t let up or discriminate - shout out to @ThrivosLLC who always seems to make the pod.

The Weak Knights doing a lil @Blackstreet_Ent

@anthonystich @NexusStrategy

Keep leaving open frames like @NexusStrategy and I’ll never be a world champion like @JAllenWerner…

@anthonystich @NexusStrategy 191 is pretty strong - there’s always the senior tour