Following 11
Perrysburg, Ohio • ENFJ
Active 5d ago
Bio: Financial Planner and Enrolled Agent. I enjoy nuanced conversations, reading/podcasts, Racquet Sports, and CrossFit. Husband. Father of three kids.
ENFP
Active 4d ago
Bio: Husband | Dad | Coach | Financial Planner for Business Owners
Phoenix, Arizona, USA
Active 84d ago
Bio: Founder/CEO of Aidan Taylor Marketing since 2004. We leverage AI to empower businesses for growth.
Active 16d ago
Bio: Founder/CEO - FIN Group - Offering Compliance, Sales, and Integration Services for FINServ firms consulting partners.
Active 8d ago
Bio: 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.
London & Globally
Active 65d ago
Bio: Global Fintech Analyst and Founder of AdviserSoftware.com dedicated to identifying technology that can transform how advisers can work with clients.
Active 492d ago
Bio: COO of a small RIA in Southern New Jersey
Active 64d ago
Bio: Director of Financial Planning at LBW Wealth Management and CEO at Hyphaway. Working on bringing data driven planning to life.
New York Area
Active 442d ago
Bio: Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate
🔥
Illlinois • INTJ
Active 17h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
Lexington, KY • ISTJ
Active 348d ago
Bio: Operations Advisor at January Capital Advisors
1-11 of 11
