Followers 2
Dubai, UAE
Active 117d ago
Bio: Helping US Financial Advisors Streamline Operations | Certified Financial Planner (CFP) | Expert in (Remote) Paraplanning & Admin Support
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Illlinois • INTJ
Active 13h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
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@terry-herr-2613
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.
Active 231d ago
Joined Feb 24, 2023
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