Twitter Digest – A Baker's Dozen

Here’s a quick look at what I’ve been reading and tweeting about:

  1. Getting the Most Out of Twitter – good NY Times article –
  2. Advisers aim to ramp up marketing spending – Investment News:
  3. David Drucker profiles @brettellen #1 w/ Securities America multiple yrs – FA mag:
  4. Financial Planning mag: Special Report – Your Practice Management Questions Answered: How do I stand out?
  5. Happy to be home after a flurry of trips. Spoke at TD Ameritrade conf, #T3Show and #FPABizSol. Next up Tiburon CEO Summit to run press conf.

  6. Dare we try this? At least we can read this journalist’s blog entries about her travails. No Spend Challenge Week 1
  7. FinaMetrica offers risk-tolerance test online FREE thru April if use link (offer in conjunction with MONEY mag)
  8. Gauge your appetite for risk FinaMetrica’s 25-question risk-tolerance test accurate measure psychological tolerance
  9. Good article on balancing appetite for investment risk and capacity for investment risk.
  10. From @RIABiz: The FPA’s practice management event #FPABizSol boasts two hot speakers in its first day
  11. Wow! This is a GREAT site. Full of free worksheets and articles focused on creating Financial Happiness.
  12. Securities America Advisors Collaborate and Achieve Success – podcast with Paul Lofties, plus related news release:
  13. Estate Planning in 2010 – Good article by Kate McBride, editor, Wealth Manager:

Not on Twitter yet? You should be! Sign up for free at and search “people” to find “marieswift”. Then follow @marieswift and join in as the spirit moves you.

I learn a lot from following my favorite journalists and industry peers on Twitter.

Why not give it a whirl – if only just to listen?

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