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Marketing For Advisors | Co-Host: Advisor Marketing Made Simple Podcast 🎙️ | Owner: Rebel Media Agency

Financial advisor and co-owner of a small RIA firm in Independence, MO.

Financial Planner

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”

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

Founder, Nexruto - When a financial advisor speaks in front of a crowd, they make money

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

Estate planning attorney

Catalyzing Advisor & FinTech Growth with Applied Behavioral Finance | Former Award-Winning Advisor & CEO | Board Member | Speaker | Professor

Co-Founder of the Exchange and CEO of Model FA

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

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

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

RIA owners: I help you build a firm worth selling.

Certified Kingdom Advisor® | Husband | Father of 2 | Helping Christians align biblical values with financial stewardship.

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

Website systems expert for Financial Advisors and RIAs.

Financial Advisor / Alternative Investment Platform Solutions Expert

Ayo Ekhator is Co-Founder and COO of Bridge. Former investor at Apax and Blackstone, and investment banker at Citi. Williams College and HBS MBA.

http://linkedin.com/in/john-heldman-cfa-b6891517

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

Started an RIA. Scaled it. Sold it. Working on the next adventure.

Simplicity Ops

Co-founder | Capstone Wealth Partners

Self-Employed financial planner, Dad of two (16/boy and 15/girl)...two cats, a wife (schoolteacher) and lots of Dad jokes!

New FA to RIA world from bank advisor roles

Writer, reader, learner. 30, Grand Rapids, Michigan.

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