Following 15
Lexington, KY • ISTJ
Active 408d ago
Bio: Operations Advisor at January Capital Advisors
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Illlinois • INTJ
Active 1h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
New York Area
Active 502d ago
Bio: Financial Expert I The Ops-Pops I 2nd Most Important AI Advocate
Active 124d ago
Bio: Director of Financial Planning at LBW Wealth Management and CEO at Hyphaway. Working on bringing data driven planning to life.
Active 552d ago
Bio: COO of a small RIA in Southern New Jersey
London & Globally
Active 125d ago
Bio: Global Fintech Analyst and Founder of AdviserSoftware.com dedicated to identifying technology that can transform how advisers can work with clients.
Active 8h ago
Bio: 1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.
Active 6d ago
Bio: Founder/CEO - FIN Group - Offering Compliance, Sales, and Integration Services for FINServ firms consulting partners.
Phoenix, Arizona, USA
Active 12d ago
Bio: Founder/CEO of Aidan Taylor Marketing since 2004. We leverage AI to empower businesses for growth.
ENFP
Active 5d ago
Bio: Husband | Dad | Coach | Financial Planner for Business Owners
Perrysburg, Ohio • ENFJ
Active 13h ago
Bio: Financial Planner and Enrolled Agent. I enjoy nuanced conversations, reading/podcasts, Racquet Sports, and CrossFit. Husband. Father of three kids.
Active 7d ago
Bio: CEO of Vitals AI & Wealth Advisor with Csenge Advisory Group
Active 13h ago
Bio: Founder and CEO of Altitude / CEO Bill Good Marketing
Active 4m ago
Bio: Founder & CEO of Niki Clark Marketing. We work with financial advisors to sharpen positioning, elevate presence, and attract demand.
Active 23d ago
Bio: Building private AI automations @ Knapsack. Ex Google, Meta, and 5x founder.
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