Followers 2
Raleigh, NC
Active 6d ago
Bio: I'm an active CFP® focusing on innovation and tech instead of working directly with clients. I'm here to make other advisor's jobs easier!
🚀
🔥
Illlinois • INTJ
Online now
Bio: ✍️ Writer ~ AdvisorTechBook.com
1-2 of 2
@max-metcalf-2114
Founder of Slant CRM
Active 81d ago
Joined Oct 23, 2025
Powered by