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Mooresville NC
Active 2h ago
Bio: Bill Hall helps financial advisors scale with compliance software, marketing, tax strategies, and turnkey systems that attract affluent clients.
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@christen-berman-3753
I'm COO for RTS specializing in financial planning through the tax lens. I'm passionate about family and preservation of generational wealth & legacy.
Active 708d ago
Joined Feb 14, 2023
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