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

Bio: Helping financial advisors discover their niche, craft their positioning, and tell their stories to attract their dream clients --> nataliehales.com

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

Bio: Former financial advisor turned to founder in wealthtech