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Members 6
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Ermos Erotocritou
@ermos-erotocritou-2540
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I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy
Active 47m ago
Joined Apr 24, 2024
Canada
1
Ryan McGonigal
@ryan-mcgonigal-8686
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1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.
Active 2d ago
Joined Apr 29, 2024
1
Jake Wagner
@jake-wagner-2571
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More than a marketer. We use a proven process to forge client cultivation systems. We typically work with people in the financial planning field.
Active 3d ago
Joined Apr 24, 2024
1
Joshua Wilson
@joshua-wilson-1077
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Catalyzing Advisor & FinTech Growth with Applied Behavioral Finance | Board Member | Speaker | Professor
Active 38d ago
Joined Apr 11, 2024
Dallas, TX
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Patrick Brennan
@patrick-brennan-3990
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Growth Consultant in B2B and B2C. Specialty in the financial advisor niche.
Active 97d ago
Joined Mar 26, 2024
Toronto, Canada
1
Kristin Harad
@kristin-harad-6569
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Excited to share Full Advisor Coaching. Business, marketing & life coaching to help RIA leaders create your firm Version 2.0 & feel more fulfilled!
Active 220d ago
Joined Apr 24, 2024
Financial Advisor Podcasts
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All the best podcasts for financial advisors synthesized in one place to track what you've listened to, chat with others about each one, and learn...
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