Followers 2
Nora Gallegos
Nora Gallegos
Active 4d ago
Bio: I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.
Alex Bottom
Alex Bottom
Boise, Idaho
Active 558d ago
Bio: Founder, Finology Software
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Stacia Waren
Stacia Waren
@stacia-waren-6707
The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.
Active 600d ago
Joined Jan 15, 2024
INFJ
PA
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