Bio: Marketing and Recruiting Coordinator at Lead Advisor

Bio: We help firms pair efficient workflows with the right tech solutions to accelerate their growth! Founder - The Cantwell Advisory and WealthTech Select

Bio: We're fun, we work as a team - the firm owns everything from clients to paperclips. We are a boutique firm which limits the number of clients.

Bio: I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy

Bio: Fiduciary Financial Planner passionate about simplifying complex financials, reducing financial stress, & helping people work towards achieving goals.

Bio: I host communities for financial planners, AI enthusiasts and rock & blues lovers. International keynote speaker and Forbes featured author.

Bio: Independent Financial Adviser @ Rosewood Financial Planning

Bio: I coach Financial Advisors around the US to help them grow their clientele. https://successskills.com/

Bio: Based in Parker, CO serving clients virtually across the country. Proud husband and father. Blended family of 6. Behavioral Finance is my passion.

Bio: Semi retired & self employed in insurance of persons. I want to EARN while LEARNING the steps to help many as well as myself lead a truly free life.

Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Bio: Solo-Advisor in the NY Metro Area. Looking to become more efficient.

Bio: Financial advisor in TX

Bio: I am a Wealth CFO with Forefront Wealth Partners.

Bio: Wealth Manager and Director of Financial Planning at Modera Wealth I write about personal finance and making work optional

Bio: Financial Planner, Personal CFO for law firm owners who want to reduce the amount of taxes they pay, so that they can grow more of their wealth.

Bio: Basketball coach turned Financial Advisor.

Bio: The Least Boring CPA. I work with Financial Advisors to level of tax planning and deliver massive value to their clients on this important topic

Bio: ✍️ Author ~ AdvisorTechBook.com