Founder & CEO @ Catalyze Growth Partners. Growth Partner in B2B and B2C. Specialty: Supporting financial advisors with client acquisition.

Looking to learn new ways to prospect and sell.

Account & Relationship Manager | Wealth & Asset Management | Fintech | Hiking & Camping | Snowboarder

Author, international keynote speaker and marketing coach

Elite Planner - estate planning law firm scaling and optimization

I’m a pastors kid, turned financial advisor for pastors and church organizations.

Helping Advisors, CPAs, and SMBs save time w/ AI automation. 19+ yrs ops + infra + compliance. Calm systems that scale.

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

I lead FastTrackr AI, an AI stack that automates operational workflows for RIAs. Think meetings, document parsing & analysis, client onboarding.

Web Developer from California

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

Coming Soon

I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy

Flowers

Automating admin for independent RIAs. Love backgammon, basketball and feta cheese.

Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.

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

"Rewrite Your Story Membership" for Women 50+ Ready to Be Seen, Share Their Wisdom, & Get Paid for It. Even if starting from scratch

AI

Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning & education firm focused on women, families, and entrepreneurs.

Financial Planner - helping you retire sooner rather than later! Surfing, travel, Ironman Living in Palm Beach Gardens, FL

30 year industry veteran now creating innovative and impactful employee training and development tools for independent financial advisory firms

CEO - Elite Resource Team Father Husband Surfer

Systems Thinker | Financial Engineer | Investor A Financial Engineer who builds and optimizes systems for long-term success.

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Co-Founder of the Exchange and CEO of Model FA

Financial Planner & Practice Owner in Cape Town, South Africa

Wisdom, wit, and a few decades of hustle.

Usually busy seperating large paper clips from small paper clips on his desk. Why do they always get mixed up?

Sole RIA at Hive Retirement Planning in NYC. Part of XYPN, I use RightCapital, Income Lab, Holistiplan, Fathom, & Wealthbox.