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1 contribution to RIA Operators
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Hello! Welcome to the RIA Operators community. The goal of this skool is to unlock the best version of you and your RIA. It's taking the initiative to recognize there is a need for improvement, and moving forward with the changes. It's about being driven rather than complacent. ~@Katherine Beltran Start by checking out these links: - Classroom - Roadmap - Mission - Resources - RIA Operating System - Work with Simplicity Ops To kick things off, please comment below or create a post introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!
3 likes • Sep '23
Hi Everyone, I'm Sean, a private wealth manager in Orlando. I joined to share knowledge and learn from other great people. Looking forward to meeting all of you!
1-1 of 1
Sean Polley
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2 points to level up
@sean-polley-5932
Private Wealth Manager with over 28 years of experience in the wealth management industry.

Active 10h ago
Joined Jul 11, 2023
Orlando, FL
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