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RyanΒ George
Active 40d ago
Bio:
Chief Marketing Officer
ConnorΒ Misch
Rochester, MN
Active 498d ago
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Analyst with a focus on internal operations/processes at Carlson Capital Management in Rochester, MN. Obsessed with efficiency.
JoeΒ Moss
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Illlinois β’ INTJ
Active 6h ago
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βοΈ Writer ~ AdvisorTechBook.com
StaciaΒ Waren
PA β’ INFJ
Active 668d ago
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The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.
SamΒ Ovens
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Los Angeles, CA β’ INTJ
Active 1h ago
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CEO @ Skool
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NoraΒ Gallegos
@nora-gallegos-6609
I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.
Active 7h ago
Joined Jan 3, 2024
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