Followers 1
Mark Wellman
โ€ข Active 263d ago
Bio: Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.
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Toni Rabroker
@toni-rabroker-4690
Managing Partner for small planning firm. Interested in efficiencies using Redtail & other processes for our RIA.

Active 597d ago
Joined Apr 6, 2023
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