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Kate Guillen
Carlsbad, CA
Active 2d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Joe Moss
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Illlinois โ€ข INTJ
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Bio: โœ๏ธ Writer ~ AdvisorTechBook.com
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Meghan Rutherford
@meghan-rutherford-7593
CX & Ops Guru | FinTech Nerd. Passionate about advisortech and working side-by-side to help firms scale operations and empower team success.

Active 217d ago
Joined Dec 18, 2023
Burlington, CT
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