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3 contributions to AdvisorTechBook LIVE 🎙️
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3d •
📰 FMG buys Testimonials iQ
https://citywire.com/ria/news/fmg-buys-testimonials-oriented-fintech/a2483161 @Brian Thorp , what's this mean for the testimonials space?
1 like • 2d
@Taylor Stewart Love it! 😀🎉
1 like • 11h
@Daniel Keever Thank you. 😊 All about keeping it Classy! And agree 100%! It's understandable for advisors (and anyone!) to be a little nervous about asking for online reviews for the first time, but if you asked every single one of the hundreds of advisors in our community who have now gathered their first online reviews, you'll hear every single one of them say they are VERY happy they took the leap. Clients LOVE their advisors! 🤩
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17d •
Ep 22. Custom Portfolios with Alex Graf from Modelist
@Alex Graf Connect with him here! https://www.linkedin.com/in/institutionalbizdev/
4 likes • 16d
When @Alex Graf talks, everyone should listen! Hi Alex! 👋😀
3 likes • 16d
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28d •
What is the ULTIMATE organic growth strategy? in your opinion
So clearly our industry has a massive organic growth problem... How do YOU think we fix this?
0 likes • 27d
@Niki Clark But those objects are so darn shiny! 😅
1-3 of 3
Active 9h ago
Joined Jan 11, 2026
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