Followers 20
Dan D'Ascenzo
Maastricht, Netherlands
• Active 9d ago
Bio: I help 35y+ purpose-driven solopreneurs scale their businesses and achieve balance by remixing their work around the lifestyle they desire.
Jessica Jones
• Active 9h ago
Bio: Operations Evangelist 20 years of experience in the Financial Services industry across Wealth Management, Asset Management, Banking, and Trust.
Michele Watson
• Active 132d ago
Bio: I am the client service manager/administrative assistant for Integrity Wealth Management.
Danielle Bevenour
• Active 7d ago
Bio: DOO based in Scranton, PA
D Darren MacDonald
Nova Scotia, Canada • ENTP
• Active 19d ago
Bio: 25+ yrs solving problems with human-centered design, ex-Fortune 500 consultant, MBA Strategic Innovation & Entrepreneurship and Skiing Enthusiast!🇨🇦
Ryan Goldschmitt
Flemington, NJ
• Active 24d ago
Bio: Newly independent advisor running as a sole practitioner.
Alex Bottom
Boise, Idaho
• Active 106d ago
Bio: Founder, Finology Software
Connor Rickey
• Active 12d ago
Bio: www.thecreatorsuniversity.com - I run a coaching biz called The Creator’s University. We help videographers with the biz stuff!
Adam Carlat
• Active 299d ago
Bio: Adam's goal is to provide fully customized investment services and exceptional service to meet the needs of a wide range of individuals and businesses
Molly Blaise
England
• Active 228d ago
Bio: Molly Simpson is the founder of Sanctuary of Self Wellness who’s heart led mission is to provide safe spaces for women to connect and grow together 🤍
Kathleen Pecoraro
Colorado
• Active 9h ago
Bio: Business Growth Strategist, Transforming Medical Offices into Thriving Practices
Louis Van der Merwe
• Active 11d ago
Bio: Financial Planner & Practice Owner in Cape Town, South Africa
Jamie Stenhouse
Adelaide, Australia • ENFP
• Active 2m ago
Bio: Systems Thinker, Builder & Problem Solver.
Zack Montez
• Active 64d ago
Bio: Raise my Kids, Music, Design, Surf!
Jason Nachreiner
• Active 581d ago
Bio: My focus is our customers' experience with Mobile Assistant! Cheers, Jason
Scott Sather
Regina, SK
• Active 105d ago
Bio: Founder and President of Awaken Wealth in Regina, SK 🇨🇦
Danielle Cobb
• Active 519d ago
Bio: Sales Assistant Wilkinson Wealth Management
Courtney Riggin
Las Vegas
• Active 8d ago
Bio: Implementation Specialist at Simplicity Ops
Dave Nelson
Edmonds, WA
• Active 392d ago
Bio: Ops Manager studying for CFP Certification. Interested in finding efficiencies and improving the client experience.
Katherine Beltran
• Online now
Bio: Lead Coach at Simplicity Ops
1-20 of 20
Kate Guillen
@kate-guillen-1490
Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Active 12h ago
Joined Sep 30, 2022
Carlsbad, CA
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