Bio: I help entrepreneurs worth $40M-$400M save $1M+ in tax.

Bio: Helping financial advisors discover their niche, craft their positioning, and tell their stories to attract their dream clients --> nataliehales.com

Bio: VP at Capitaliz | Business Exit Planning enthusiast | cricket tragic | Carn the mighty Port Adelaide Power 🍐⚡🇺🇸🇦🇺 | Denver CO

Bio: Financial Planner || Business Owner Focused || Bills Fan || Buffalo Boy

Bio: Financial planner for Tech professionals | Die hard Steelers and Celtics fan | Sneaker collector | Weightlifter

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.

Bio: Financial Planner | Clemson Tiger | Avid Golfer