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Owned by Michelle

The template hub for financial advisors. 🚀 Powered by Nifty Advisor Support. NAS clients are free forever.

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Michelle Wong
@michelle-wong-6744
Founder + CEO, Nifty Advisor Support. Proud PMP® since April 2025. Changing the RIA world, one tool at a time.

Active 1h ago
Joined May 11, 2023
INFJ
Windsor, Ontario
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