Activity
Mon
Wed
Fri
Sun
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
What is this?
Less
More
Owned by David
Welcome to The Exchange, the MOST Collaborative Place for Financial Advisors
Memberships
RevShare Partners
55 members • Free
AdvisorTechBook LIVE 🎙️
134 members • $99/month
ListKit's Cold Email Community
4.5k members • Free
Mental Toughness Academy- Free
1.6k members • Free
Referral Training Center
218 members • Free
Financial Collaborators
481 members • $99/m
AI Automations by Jack
2k members • $77/month
The Art of How to Just "Be"
19 members • Free
The Art of how to just "Be"
9 members • Free
3 contributions to AdvisorTechBook LIVE 🎙️
🚀
🔥
Jan 22 •
Ep 23 - John Kennedy of CandorPath Financial
with @John Kennedy Website: https://www.candorpath.com/
2 likes • Jan 22
One of my great clients but an even better friend!
🚀
🔥
Dec '25 •
Ep 11 - Solving Prospecting/Organic Growth with WealthReach.ai
One of the most important conversations for many advisors is HOW TO GROW! Finding your niche, getting good contact data, and then reaching out was pretty tough... Until now... Check it out! @David DeCelle @Mike Barrasso View in Podcast View in Category
1 like • Dec '25
Thanks for having us on!
2 likes • Nov '25
Thanks for highlighting WealthReach! This tool will be a game changer for advisors and their prospecting
0 likes • Nov '25
@Jose M Lopes the data is our secret sauce :)
1-3 of 3
Active 20h ago
Joined Sep 25, 2025
Apollo Beach, FL
Powered by