Following 2
Carlsbad, CA
Active 2h ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Michigan
Active 803d ago
Bio: 7+ years FP admin. Ops nerd.
RIA/ BD with full financial planning and investment services.
CRM: Redtail
Showing 2 of 2 users
@nickohl-banyai-8041
Here to learn
Active 219d ago
Joined Dec 30, 2025
Powered by