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Simplicity Ops

CFP®️, Author, Lecturer, Radioshow Host, Hall of Famer 💡Podcast: Ideas by Mike™️ 💡Podcast: One of a Kind Financial Show Daily 💡“Be One of a Kind”

Co-Founder of the Exchange and CEO of Model FA

Founder & CEO of Niki Clark Marketing. We work with financial advisors to sharpen positioning, elevate presence, and attract demand.

At Aryze Design, we offer marketing design memberships and websites for financial advisors & wealth management firms looking to scale their practice.

I'm an active CFP® focusing on innovation and tech instead of working directly with clients. I'm here to make other advisor's jobs easier!

President of Echelon Virtual Family Office (dba/Retirement Suite), Echelon Wealth, and Echelon Resource Teams.

Fiduciary Financial Planner passionate about simplifying complex financials, reducing financial stress, & helping people work towards achieving goals.

New FA to RIA world from bank advisor roles

Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Founder and CEO of Altitude / CEO Bill Good Marketing

💎 Building Agentic Systems for financial planners. Bridging the gap to financial freedom.

Co-founder | Capstone Wealth Partners

Track addict and speed coach off the clock. On the clock I help Washington employees avoid lighting their retirement on fire.

Husband and Girl Dad. Washed Up Athlete. Financial Planner Helping High Earners Simplify Building, Keeping, & Enjoying Wealth

I'm a Certified Financial Planner and founder of an outsourced paraplanning firm built specifically for independent RIAs.

I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.

Partner & Financial Planner Woodgate Financial, fintech expert, writer, podcaster, speaker, lecturer, etc

Follow me for dank estate planning memes and hijinks: https://www.linkedin.com/company/encorestateplans/

Event Content Manager at Future Proof

Custom portfolios without a need for prop products. Everything transparent and rules based.

Creator of RIApulse.com // Technology Consultant // Software Development

Founder and CEO of Wealthtender.

Financial Advisor / Alternative Investment Platform Solutions Expert

RIA Catalyst

Andy is a dedicated financial advisor committed to building strong, collaborative relationships with clients

President of Kaleido Creative Studio

Helping the worlds best advisors tell their best stories.

Head of H2B2 Professional Development and Mastermind Facilitator: 30+ years experience transforming businesses' operations.