Bio: I help financial advisors with HR "stuff"

Bio: Founder, CEO @ Nifty Advisor Support

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: I Help Financial Advisors Earn More Money Through Sales Systems

Bio: We help firms pair efficient workflows with the right tech solutions to accelerate their growth! Founder - The Cantwell Advisory and WealthTech Select

Bio: Impact-driven entrepreneur

Bio: Operations Advisor at January Capital Advisors

Bio: Coach

Bio: Paul

Bio: 10 years in the business Married for nearly 10 years, 3 kids Recently transitioned to charging for my advice

Bio: Financial Planner/Weightlifting/Golf

Bio: Financial Planner | Clemson Tiger | Avid Golfer

Bio: Financial planner for SaaS professionals | Die hard Steelers and Celtics fan | Sneaker collector | Weightlifter

Bio: Operations. Numbers guy. I breathe business.

Bio: Italian dude in love with the Personal CFO spirit

Bio: Cᴇʀᴛɪꜰɪᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Pʟᴀɴɴᴇʀᵀᴹ practitioner for entrepreneurs & executives

Bio: Work Hard & Be Nice To People.

Bio: COO at January Capital Advisors | Curator of the Conneqtor Community

Bio: I'm a test user, managed by Joe (might be an AI clone)