Bio: I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy

Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Bio: Co-Founder of the Exchange and CEO of Model FA

Bio: 💰 Helping Self-Employed and High W-2 Earners Plan and Save on Taxes ⭐️ Ex-Financial Advisor 👨‍🎓 Get My Free Course with 22 Tax-Saving Strategies⬇️