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Illlinois • INTJ
Active 10h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
Raleigh, NC
Active 7d ago
Bio: I'm an active CFP® focusing on innovation and tech instead of working directly with clients. I'm here to make other advisor's jobs easier!
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@max-metcalf-2114
Founder of Slant CRM
Active 98d ago
Joined Oct 23, 2025
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