Following 13
Mike Murphy
Active 1d ago
Bio: Convert LinkedIn Connections into Clients 💰 Using My Proprietary TextTonality™ Method
William Hall
Mooresville NC
Active 13m ago
Bio: Bill Hall helps financial advisors scale with compliance software, marketing, tax strategies, and turnkey systems that attract affluent clients.
Ryan Herche
ENFJ
Active 775d ago
Bio: Ryan is passionate about helping others achieve their goals by getting the right mentorship and taking daily action!
Lyn Fisher
Salt Lake City
Active 2d ago
Bio: Been involved in life insurance & financial services for over a decade. My motto is "Purely in the client's interest." Dovetails with a fiduciary.
Tj Acerra
Active 878d ago
Bio: Untaxable Wealth Advisor
Bill Richardson
Active 1041d ago
Bio: I am a financial advisor in Minnesota who also wholesales the Beneficiary Liquidity Plan (BLP).
John Gross iii
St Louis Missouri
Active 733d ago
Bio: Married 40 plus years 2 kids 3 grand kids. Been in the financial services industry for 40 years. I help people find solutions to taxes and planning.
Art Papale
Jacksonville, FL 32258
Active 648d ago
Bio: Art uses his outside the box thinking to help his clients self-discover what matters most, and then, assists them in making that their reality.
Jeremy Bryant
Active 283d ago
Bio: I like to help people with their Financial Puzzle, some need more help than others. I like to be outdoors & spend time with my family & church.
Andrew Jenings
California
Active 119d ago
Bio: YourTaxPlanMan and TaxPlanMan are for only those who want to pay 50% or less in Taxes than what they pay right now!
Richard Campanaro
Active 760d ago
Bio: I sell indexed annuities and life insurance. My interests center around my work
Thomas Scheurer
Active 136d ago
Bio: Managing Director at Redwood Private Wealth
Jonathan Holljes
Midlothian RVA area
Active 596d ago
Bio: I have helped my clients significantly reduce the eroding effect of taxes on their ability to create the wealth they need to reach their life goals.
Showing 13 of 13 users
Charles Trakas
@charles-trakas-1908
Coach - First Tee of Delaware

Active 701d ago
Joined May 24, 2022
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