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Owned by Brandon
How would your life improve if you reduced your money stress? Gain a better understanding of your finances so that you can live a more fulfilled life.
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1 contribution to ProAdvisorSuite
Sep '23 in
Start here
Hello! Welcome to the ProAdvisorSuite Reviews community. The goal of this community is to help you navigate all the advisortech options, try out new tech, and learn from your peers. Start by checking out these links: - Vendor Partners - AdvisorTech Classroom - Chat with other Members To kick things off, please comment below introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!
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New comment Jul 22
1 like • Jun 14
Hey everyone! I live in San Juan Capistrano, CA which is about an hour south of L.A. I'm looking forward to learning which tools other advisors are using to streamline their firms. Currently, I am testing a business model that provides accessible financial guidance to more people. I believe there is a way to do this while still being profitable. With encouragement from @Joe Moss, I just shifted my membership to Skool and rebranded it to, "Millennial Money Membership.™
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@brandon-galici-5829
I help you better understand your finances so that you can reduce your money stress and focus on living a fulfilled life.
Active 2d ago
Joined Jun 13, 2024
San Juan Capistrano
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