Bio: A lot of advisor marketing is BS. Ours is, too: bold and smart. We help you win clients who show up already saying, “I know exactly why I need you.”

Bio: Hi, I’m Liz. I'm the owner of Pink Thread Financial - Real financial planning and coaching for real women in real life!

Bio: Co-Founder and CEO of Lumina. We're building a WealthTech OS for Financial Advisors. Our mission is help advisors scale their personalization.