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Carlsbad, CA
Active 9h ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
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Illlinois • INTJ
Active 5h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
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@david-gilmore-3450
Financial advisor and co-owner of a small RIA firm in Independence, MO.
Active 10h ago
Joined Jan 12, 2025
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