Bio: Operations Advisor at January Capital Advisors

Bio: I love managing people, process, procedures, and systems while improving efficiencies and the overall client experience.

Bio: My responsibilities at Retirement Income Strategies include helping our advisors prepare for client visits and other operations-related tasks.

Bio: I'm an Operations Manager for an RIA. We're building processes from the ground up so I'm always looking for tips and techniques to make improvements!

Bio: Financial Advisor helping retirees

Bio: Finra Series 7 licensed. Client Services Director at Pinnacle Financial Wealth Mgmt: marketing, advertising, communications, scheduling, client care.

Bio: From Lincoln, Nebraska. We use Redtail CRM and Imaging, eMoney, Holistiplan, FMG for emailing and website, and Envestnet for portfolios. Osaic for BD.

Bio: Lifestyle retirement planning for women 60+

Bio: VP of Client Services, and a member of our firm's operations team. In charge of managing our firm's Redtail database.

Bio: (they/them) I'm the founder of a solo RIA in Seattle, WA! For fun, I read financial therapy papers, fiction books, and watch curling.

Bio: I'm a financial life planner with a background as a career agent with Mass.

Bio: Director of New Business for Left Tackle Advisors.

Bio: Leon is not your typical financial advisor. Through his unique blend of experience, he has developed a strength for helping people.

Bio: Managing Partner for small planning firm. Interested in efficiencies using Redtail & other processes for our RIA.

Bio: I am a Financial Planning Resident with Retirement Income Strategies. I love golf, fishing, hunting and hanging out with my buddies on the weekend.

Bio: 15+ years in Wealth Management Operations

Bio: Hello, I work with my Father; I'm the EVP of our RIA firm. We started it in 2010 and work with business owners.

Bio: Owner at Reatherford Wealth Management LLC

Bio: Director of Business & Operations

Bio: Operations Manager at BLBB Advisors

Bio: Client services professional by day, busy mom to two little kids by night. I love to connect with other ops professionals 1-on-1, so send me a msg!

Bio: Obsessed with learning, streamlining, & improving in order to provide stellar client experiences!

Bio: I am the Operations Manager for a firm. Retail is my work brain and my old fashioned paper planner is my personal life :)

Bio: I help clients make smart, values-aligned choices. Proud catholic, husband, and father. Croatian by blood, Swedish by birth, American by choice! 🗽

Bio: I am currently the Business Manager for Northern Financial Advisors. Outside of work, I am a frustrated Historian who specializes in Medieval England.

Bio: Operations Manager

Bio: Father of two Awesome daughters, Adventurer, #75Hard Live Hard Finisher, Business owner, TV/Radio show host, #29029Evereting, Retirement Planner!

Bio: Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate

Bio: Daleele is the CEO of RooksDM, a technology consulting firm that helps alleviate pain points for financial advisory firms using the right technology!

Bio: ✍️ Writer ~ AdvisorTechBook.com