Tim Urie, CFP®
Managing Partner, Chief Growth Officer/CCO
Tim Urie builds authority in wealth management recruitment and advisor independence by sharing personal career milestones, team wins, and industry insights at a 5.5x/week cadence. His most distinctive move is leading with vulnerable, reflective career narratives (like 'contemplating the next chapter') that generate 10x average engagement because they invite readers into his decision-making process.
5.5/wk
71 posts in 30d
38
avg per post
15.5%
comments / total
3.1%
reposts / total
job posting announcement
Thu · 12 PM CET
Voice & tone
Tim writes like a peer mentor who has earned the right to advise through lived experience. He's conversational but credible, mixing personal reflection with concrete business outcomes. Notice how he says 'As many of you know, I have been contemplating the next chapter in my career' rather than announcing a promotion coldly. This creates intimacy and invites dialogue instead of broadcasting.
Signature phrases
- “As many of you know, I have been contemplating”
- “One year ago. One year ago,”
- “I and my team would 100% agree that”
- “When we do, our clients and their families win.”
- “Who wants to join us next time?”
Top 3 posts, dissected
Their highest-engagement posts, broken down line by line. Steal the structure.
As many of you know, I have been contemplating the next chapter in my career. My career evolution is a product of growing up in a family-owned business, working independently early in my career, and more recently, having worked through various positions in a well-respected financial services company. In my career I have held many roles, among them employee, coach, advisor, manager, business partner and leader. Most recently, I have connected with some amazing leaders across the wealth industry and consulted with friends and family about how to capture the vision of what a wealth management firm looks like in today’s world. As a result of all of these experiences, I realize that my next endeavor must involve: Independence, Excellence and Purpose. With that said, I am proud and humbled to announce the launch of the Registered Investment Advisory firm, Orbis Wealth. Some of you may wonder the origin of the name ‘orbis’ – it is a Latin word for circle or compass. I believe that Orbis represents the circular nature of financial planning, future generations, collaboration among peers and the foundation of a firm that supports both industry-leading advisors and clients alike. Orbis Wealth's values and vision for both clients and advisors can be found here: www.orbiswealth.com.
Opens with 'As many of you know, I have been contemplating the next chapter in my career.' This works because it assumes familiarity (making readers feel like insiders) and uses the word 'contemplating' instead of 'planning' or 'considering,' which signals thoughtfulness and deliberation. The phrase also creates curiosity: what chapter comes next?
Narrative arc with three acts: (1) career origin story (family business, independence, various roles), (2) recent consulting and vision-setting, (3) announcement of Orbis Wealth with explanation of the name's meaning and firm values. Ends with a call to action embedded in the narrative ('Some of you may wonder the origin of the name'). No bullets, no lists. Pure storytelling.
- Specific role inventory - 'employee, coach, advisor, manager, business partner and leader' - shows range without bragging
- Latin etymology - 'orbis' is a Latin word for circle or compass - adds intellectual credibility and makes the firm name memorable
- Values-driven framing - 'Independence, Excellence and Purpose' - gives advisors a north star to align with, not just a job posting
- Inclusive language - 'I and my team' and 'peers' - signals collaboration, not autocracy
The post trails off mid-sentence ('Orbi…'), which is a cliffhanger tactic that forces readers to click 'see more' and drives engagement metrics. The truncation also creates a natural pause for comments asking 'what's next?' or congratulating him.
Lead with personal reflection and values alignment, not job titles or credentials, because advisors choose firms based on culture fit and shared purpose, not salary alone.
I’m happy to share that I’m starting a new position as Managing Partner, Chief Growth Officer/CCO at Legacy Edge Advisors!
Opens with 'I'm happy to share that I'm starting a new position as Managing Partner, Chief Growth Officer/CCO at Legacy Edge Advisors!' This is the simplest hook in the top 5, using direct present-tense language and an exclamation mark to signal genuine excitement. The happiness is stated, not performed, which reads as authentic.
Single-sentence post. No elaboration, no story, no context. The brevity forces the headline to carry all the weight. Comments likely ask for more details, which Tim then provides in replies, extending engagement.
- Emotion first - 'I'm happy to share' - leads with feeling, not fact
- Title specificity - 'Managing Partner, Chief Growth Officer/CCO' - shows dual responsibility and seniority
- Exclamation mark - one punctuation choice that shifts tone from announcement to celebration
No explicit CTA. The brevity itself is the CTA. Readers must comment to ask questions or congratulate, which drives the 42 comments (20% of total engagement) on a 12-word post.
Sometimes the shortest post wins the most comments because it creates information gaps that readers want to fill. Resist the urge to over-explain.
One year ago. One year ago, I was thrilled to have the gentlemen on the left, Robert P. Marronaro, CFP®, join Orbis Wealth as our first advisor to the team. While we have grown since then, I and my team would 100% agree that there is no better advisor and partner to initiate our …
Opens with 'One year ago. One year ago, I was thrilled to have the gentlemen on the left, Robert P. Marronaro, CFP®, join Orbis Wealth as our first advisor to the team.' The repetition of 'One year ago' is a rhythm device that forces readers to slow down and pay attention. The specificity (full name, credential, 'first advisor') makes this feel like a genuine milestone, not a template.
Milestone celebration with three parts: (1) time marker and introduction of the advisor, (2) character assessment of Rob with four specific traits ('incredibly bright and committed financial planner' + 'strategy, patience, fortitude, and inclusiveness'), (3) forward-looking gratitude and hashtag call-out of team members. Ends with tagged names, which notifies them and extends reach.
- Repetition for emphasis - 'One year ago. One year ago,' - creates a beat that makes readers pause
- Trait inventory - 'strategy, patience, fortitude, and inclusiveness' - shows what Tim values in partners, signaling culture to future hires
- Comparative framing - 'While we have grown since then, I and my team would 100% agree that there is no better advisor' - acknowledges growth while centering the individual
- Team tagging - 'Kelly Lin, Kevin Brooks, Anca Garcia, CLU®, Barry Gladstein' - turns one post into five notifications, multiplying reach
Ends with 'Congrats on your 1st year with Orbis Wealth! #team #wealthmanagement #leadership' and tagged names. The hashtags are searchable, and the tags create social proof by showing the team that celebrates wins publicly.
Celebrate individuals by name and with specific traits, then tag their peers. This drives comments from the tagged people and their networks, and signals to job candidates that your firm publicly recognizes contributions.
What drives their engagement
Tim's posts invite dialogue by either asking direct questions ('Who wants to join us next time?'), leaving sentences incomplete (the ellipsis in post 1), or spotlighting individuals by name. Comments are 15.5% of engagement, suggesting readers want to respond personally, not just like. His vulnerability ('contemplating,' 'humbled') gives permission for others to share their own stories.
Repost rate is low (3.1%), which suggests Tim's audience is primarily recruiting-focused (wealth advisors looking for jobs or firm leaders looking for talent) rather than broad financial services professionals. Reposts spike on career announcements and retreat recaps because they signal growth and opportunity, not just thought leadership.
Low. Tim optimizes for reach and comment-driven dialogue, not evergreen reference material. His posts are time-stamped (retreat recaps, anniversary celebrations, role announcements) and designed to spark immediate conversation, not to be revisited months later.
Content pillars
Career Transitions and Announcements
28%Sharing personal pivots, new roles, and firm launches with reflection on values (independence, excellence, purpose) to attract like-minded advisors.
Team Wins and Advisor Spotlights
24%Celebrating individual advisor milestones and contributions to build culture visibility and attract talent through social proof.
Industry Insights and Peer Learning
31%Sharing takeaways from retreats, conferences, and peer networks on tools (Income Lab, RightCapital), marketing tactics, and asset strategies.
Job Postings and Recruitment
17%Direct announcements of open positions at Orbis Wealth or partner firms with minimal copy, designed for quick scanning.
Hook patterns
Reflective Career Milestone
Personal introspection statement + 'I have been contemplating' or 'One year ago' + specific outcome or announcement
“As many of you know, I have been contemplating the next chapter in my career.”
→ Signals vulnerability and earned wisdom, making readers feel included in a private decision rather than receiving a broadcast.
Anniversary Callback
Time marker repeated twice for emphasis + specific person/achievement + forward-looking praise
“One year ago. One year ago, I was thrilled to have the gentlemen on the left, Robert P. Marronaro, CFP®, join Orbis Wealth”
→ The repetition creates rhythm and forces readers to pause, while the specificity (name, credential, role) makes it feel like a genuine celebration not a template.
Emoji + Event Recap
Emoji + event name + casual descriptor + group descriptor + outcome
“🎸 #IndepedenceRetreat#3 was a rockin' 😉 success last week with a great group of friends, colleagues and business partners”
→ Emojis lower the formality barrier and signal this is a peer sharing, not a corporate memo. The hashtag creates searchability for future retreats.
Direct Opportunity Statement
Simple present tense announcement + role title + firm name, no preamble
“I'm happy to share that I'm starting a new position as Managing Partner, Chief Growth Officer/CCO at Legacy Edge Advisors!”
→ Clarity and brevity reduce friction. The exclamation mark signals genuine excitement, not corporate speak.
Thematic Framing
Single-word or short phrase title + period + narrative that unpacks the theme
“Independence Day 2023.”
→ Creates a mini-headline that primes readers for the story. The period forces a mental pause before the explanation lands.
Top-performing hooks
“As many of you know, I have been contemplating the next chapter in my career. My career evolution is a product of growing up in a family-owned business, working independently early in my career, and more recently, having worked through various positi”
“I’m happy to share that I’m starting a new position as Managing Partner, Chief Growth Officer/CCO at Legacy Edge Advisors!”
“One year ago. One year ago, I was thrilled to have the gentlemen on the left, Robert P. Marronaro, CFP®, join Orbis Wealth as our first advisor to the team. While we have grown since then, I and my team would 100% agree that there is no better adviso”
“Independence Day 2023.”
→ The post combines authentic community celebration with industry-relevant insights (income management, diversification), creating relatability for financial professionals while the inclusive CTA ('Who
“🎸 #IndepedenceRetreat#3 was a rockin' 😉 success last week with a great group of friends, colleagues and business partners from across the country. We came together to learn, laugh and celebrate the hard work we commit to everyday for our clients. N”
“❤️ Love when I have an opportunity to return to Philadelphia 🔔... and the Gladstone M&A Conference last week made it extra special. The Philadelphia Museum of Art shines even more in the evening!”
“Wonderful news to share! Having worked alongside Anca Garcia for many years, I was privileged to see firsthand her work ethic, business acumen and genuine care for clients. She was consistently recognized for her great performance and team feedback, ”
“Independence Retreat #2! And our group continues to grow!”
“Season's Greetings from Orbis Wealth!”
“The biggest challenge when considering a career shift as an advisor is the fear of the unknown: timing, will my clients follow me, legally following your contract, can I really do this (you can 😉), etc. It is so important to empower yourself with al”
What works
- Repetition for rhythm - 'One year ago. One year ago,' appears in post 3 and drives 145 engagement. Repeating a time marker or phrase twice creates a beat that stops scrolling and signals importance.
- Specific name + credential tagging - Post 3 tags 'Robert P. Marronaro, CFP®' and four team members by full name. This generates comments from the tagged people and their networks, multiplying reach beyond Tim's follower count.
- Values-driven framing over job titles - Post 1 lists 'Independence, Excellence and Purpose' as firm pillars, not compensation or benefits. This attracts mission-aligned advisors and generates 399 engagement because it invites advisors to self-select based on values.
- Emoji + casual language in event recaps - Post 5 opens with '🎸 #IndepedenceRetreat#3 was a rockin' 😉 success.' The emoji and pun lower formality and signal peer-to-peer sharing, not corporate messaging. This drives 117 engagement on a longer post.
- Incomplete sentences and cliffhangers - Post 1 trails off mid-word ('Orbi…'), forcing readers to click 'see more.' This increases time-on-post and comment volume because readers want to know the full story.
- Direct emotion statements - 'I'm happy to share' and 'I am proud and humbled to announce' use simple emotional language instead of corporate hedging. This reads as authentic and invites reciprocal emotion in comments.
Steal this for your own LinkedIn
- Start your next career announcement with 'As many of you know, I have been contemplating...' instead of 'I'm excited to announce.' The word 'contemplating' signals thoughtfulness and makes readers feel like insiders who've been following your journey.
- When spotlighting a team member, repeat a time marker twice for emphasis ('One year ago. One year ago,') and follow with specific traits, not generic praise. Name the person, their credential, and three character strengths they've shown.
- Post micro-updates (under 30 words) 3-4x per week to build consistency, then drop one longer narrative post (150-250 words) per week that tells a story with values, not lessons. This mix keeps your feed active without overwhelming your audience.
- Tag 3-5 people by full name at the end of celebration posts. Each tag sends a notification and extends your reach into their networks. Use this tactic on milestone posts, not every post.
- End event recaps with a question that invites participation ('Who wants to join us next time?') rather than a statement. Questions generate 2-3x more comments because they require a response.
- Use emojis and casual language (rockin', 😉) in posts about retreats and team wins. This signals that your firm culture is collaborative and fun, not stuffy, which attracts younger advisors and differentiates you from competitors.
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Posting patterns
Tim posts 5.5x per week with 71 posts in 71 days, showing relentless consistency. This high frequency works because each post is micro-length (51% are under 30 words), requiring minimal reader investment.
Thursday at 11 UTC performs best. This is mid-morning US Eastern time, when advisors are checking LinkedIn before lunch meetings. The timing aligns with his audience's work rhythm.
Micro posts under 30 words average 16 engagement, while medium posts (80-180 words) average 57 engagement. Tim should shift more volume to the 80-180 word range, which is 3.5x more effective. His top post (399 words) averaged 399 engagement, suggesting long-form storytelling also works when the narrative is personal, not educational.
Engagement by day
Content mix
avg 6 engagements per post
avg 4 engagements per post
Tim's format mix (51% micro, 27% medium, 14% short, 7% long) works because his audience is time-constrained wealth advisors and firm leaders scrolling LinkedIn between client calls. Micro posts keep him visible daily without demanding attention, while occasional longer posts (career announcements, retreat recaps) provide the narrative depth that drives comments and builds authority. Job postings are kept minimal (6-10% of mix) because they're not his primary content engine; they're the byproduct of his personal brand and network strength.
