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RIA Operators

1.1k members • Free

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2026 SOps Webinars
Hey everyone! We’re working on our webinar lineup for the year. And we want to feature people that YOU actually want to hear from. Who should we invite? Automations expert Outsourced CIO Fractional CIO Compliance Marketing Branding HR/People Experts Practice Mgmt consultant Workflow geeks Leadership roundtable Drop a comment and offer some other ideas!!
This is a great list! Looking forward to the webinars.
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Michelle Cortes-Harkins
1
4points to level up
@michelle-cortes-harkins-6873
Hi, I am Michelle Cortés-Harkins, a Fee-Only Financial Planner and Partner at Harkins Wealth Management.

Active 3d ago
Joined Dec 17, 2025
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