Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: Hi, I'm Helen & I'm rebuilding my client base.

Bio: 1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.

Bio: Owner and Financial Planner at Infinity Financial Services

Bio: Your SaaS has 5 seconds to make sense. I make sure it does.