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KristenLuke

  1. @curtisfinancial Thanks Cathy! I hope you had a great Thanksgiving as well. See you next month.
  2. Enjoyed a gorgeous day in Oakland having lunch with @curtisfinancial.
  3. @BillWinterberg I'm interested in integrating marketing campaign tracking into CRMs. Need to learn more about each of them though.
  4. @BillWinterberg I'm thinking about attending T3 since it's in my backyard. Do you think it is a good one to attend?
  5. Looking for a holiday (client) gift idea? Try the gift of art: http://bit.ly/5t2QXr Photography by my good friend @awbphotography.
  6. Last I checked, Outlook is not a CRM. RT @BillWinterberg: Get the Financial Planning 2009 Software Survey http://ff.im/bYfxS
  7. @RussellDunkin I'll think more about things to do, but the balloon ride would be fun. And it's only about 5 miles from La Jolla.
  8. @RussellDunkin There are so many great things to do in San Diego. How about a sunset Del Mar hot air balloon ride? http://bit.ly/7pKQ3X
  9. @RussThornton Congratulations Russ!
  10. RT @AdvPerspectives: Read @KristenLuke 's: Get Personal with your Clients and Prospects http://bit.ly/6pi29F
  11. @susanweiner Yes! Let me know when you are doing it. I'll promote it for you.
  12. RT @BrianPlain: Thanks to @ddjanowski for including me in his @newsfromIN article - http://bit.ly/6Kj3qx (also featuring @russthornton)
  13. @cmgcfp Thanks for the RT!
  14. RT @lesliebanks: "There's still time to give thanks to clients" INPractice column by Maureen Wilke http://bit.ly/7HwbTR
  15. RT @AdvisorTweets: #FINRA postpones social networking Webinar from Dec. 16 to March 17, according to email sent to Webinar registrants.
  16. @EatonCompliance What are the licensing issues?
  17. How To Use LinkedIn When Your Compliance Department Says No: Recently I have been conducting one-on-one LinkedIn tr... http://bit.ly/6QjBFK
  18. @SafetyInNumbers As soon as I figure it out, I will.
  19. @thatdamndavis Not sure. I just got an invitation today.
  20. Thanks @tmichaux and @paulcfp for the tips on Google Wave. I plan on having it mastered by the end of the day. =P