Followers 2
Nora Gallegos
Active 11d ago
Bio: I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.
Alex Bottom
Boise, Idaho
Active 565d ago
Bio: Founder, Finology Software
Showing 2 of 2 users
Stacia Waren
@stacia-waren-6707
The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.

Active 607d ago
Joined Jan 15, 2024
INFJ
PA
Powered by