Bio: I help financial advisors with HR "stuff"

Bio: Founder, CEO @ Nifty Advisor Support

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: Helping Financial Advisors Grow

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

Bio: Impact-driven entrepreneur

Bio: Operations Advisor at January Capital Advisors

Bio: Coach

Bio: Paul

Bio: 10 years in the business Married for nearly 10 years, 3 kids Recently transitioned to charging for my advice

Bio: Financial Planner/Weightlifting/Golf

Bio: Financial Planner | Clemson Tiger | Avid Golfer

Bio: Financial planner for Tech professionals | Die hard Steelers and Celtics fan | Sneaker collector | Weightlifter

Bio: Operations. Numbers guy. I breathe business.

Bio: Certified Financial Planner | introducing the Personal CFO concept in the Italian market

Bio: I help 7-Figure business owners take control and stop second-guessing their exit | CFP practitioner | Clemson grad | Dad

Bio: Work Hard & Be Nice To People.

Bio: ✍️ Author ~ AdvisorTechBook.com