Followers 1
Active 578d ago
Bio: Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.
1-1 of 1
@joan-walle-6094
I'm an Operations Manager for an RIA. We're building processes from the ground up so I'm always looking for tips and techniques to make improvements!
Active 599d ago
Joined Apr 7, 2023
Powered by