CERTIFIED FINANCIAL PLANNER™
Wilmington, NC
Joined August 2009
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The Club at Midtown is hosting an Open House this Saturday, August 29th from 12–5 PM—stop by to explore the pickleball courts and the club’s many amenities; no registration is required!
Registration is now OPEN for the Azalea Classic Tournament on March 28–29 at Pickle & Taps in Wilmington, NC.
3 events for 1 registration fee (doubles, mixed, singles)
Register here: capefearpickleballclub.org/c…
Is pickleball a substitute for tennis?
advisorstream.com/read/the-e…
Bryant Lester retweeted
Can't wait! #shiftevent
Today's clients want to align their investments with their values & beliefs. That's where human-first financial guidance comes in. That’s why at SHIFT we pack the agenda full of compelling topics and industry leaders. Secure your spot at SHIFT today! humanfirst.live/shift/348582…
Bryant Lester retweeted
Being a lifelong learner isn’t about taking pride in your knowledge. It's about having the humility to know what you don’t know.
My top 23 insights from 2023 🧵
Bryant Lester retweeted
Interested in financial wellness and 401(k) plans? I've got a few "first-time" guest passes for our conference. Message me before Friday if you're interested. #401k #financialwellness #retirement wealthatwork.live
Bryant Lester retweeted
⭐ Session Spotlight ⭐ How To Build a Modern Sales & Marketing Process with Jesse Taylor
No matter what stage you're in, this session will give you actionable strategies to help fill your pipeline & close more business. Check out the agenda today! wealthatwork.live/wealthatwo…
Bryant Lester retweeted
Join us for Wealth@wor(k) at the beautiful @GaylordNational Oct 15-17!
Offering family-friendly activities & convenient access to the dining, shopping & entertainment nearby in Washington DC. 🍴🛍️🎡
Check out the epic location and save your spot: wealthatwork.live/wealthatwo…
Bryant Lester retweeted
Working on the Shift 2024 agenda this morning. So many awesome people and organizations in our profession are shifting the conversation and impacting the world. 2024 is going to be amazing!!! #shiftevent #behavioralfinance #financialtherapy
Bryant Lester retweeted
New data commissioned by the Association of Pickleball Professionals suggests that 19% of the US adult population has played pickleball at least once this year -- that's 48.3 million Americans.
The avg age of that player is 34.8 years old.
Bryant Lester retweeted
Clip: Will crypto be more frequent than set-directed brokerage? Pete Swisher shares his take on the Wealth@wor(k) Show! Get registered for Wealth@wor(k) 2022 here 👉 wealthatwork.live | @Advisor2x
Bryant Lester retweeted
Financial advisors: join your peers at Wealth@wor(k) 2022! More than 50 sessions to choose from, daily small group discussions providing the opportunity to expand upon those sessions, plus three evening networking events, all included in your registration. wealthatwork.live
Bryant Lester retweeted
Financial advisors who specializes in employer sponsored retirement plans: you should be at Wealth@wor(k). Join 300 of your advisor peers in Vegas this year. Choose from over 50 sessions, attend 3 evening events, and NEW in 2022: create your own event experience at THE HIVE.
Bryant Lester retweeted
Recap of @MorningstarInc's #MICUS featuring:
@KK_Chicago @LeslieAMarshall @MstarETFUS @mdc @finance_therapy @syouth1 @MHHume @DeadCaitBounce @AronSzapiro @BryantLesterII @danikaw @PeterLazaroff @DianaGisel_Y @1GenWealth @ElliottMAppel @DiscoverMagnifi @KatieABraden @sjaycoulter
We are looking to provide new onboarding gifts to our wealth management clients. What is your best idea for client gifts?
Bryant Lester retweeted
Shout out to @danielcrosby for a great session on #behavioralfinance this morning at #T32022 with @orionadvisor.
Great first ever video @BryantLesterII! Let’s give Bryant some love, people. 🙌
Bryant Lester retweeted
Thank you to @Holistiplan for your #RLS2022 Sponsorship! Chris Field explains the Holistiplan value to @sjaycoulter in this clip. Learn how Holistiplan can help you better serve your clients: holistiplan.com
@finadvisortv @InnovatingAdvce @Ross__Marino @KatieABraden
Bryant Lester retweeted
The Retirement & Longevity Summit closed with a bang! We hope to see everyone next year! #rls2022 #rls2023
👉@Ross__Marino @LisaAllen9876 @BryantLesterII