Following 2
Carlsbad, CA
Active 3d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
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Illlinois • INTJ
Active 2h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
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@jackie-benjamin-hatherley-8099
With over 25 years of operations expertise in wealth management, I specialize in transforming teams & streamlining processes to drive ops excellence.
Active 229d ago
Joined Jan 8, 2025
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