http://linkedin.com/in/john-heldman-cfa-b6891517

Estate planning attorney

Co-Founder of the Exchange and CEO of Model FA

💎 Building Agentic Systems for financial planners. Bridging the gap to financial freedom.

Partner & Financial Planner Woodgate Financial, fintech expert, writer, podcaster, speaker, lecturer, etc

CFP®️, Author, Lecturer, Radioshow Host, Hall of Famer 💡Podcast: Ideas by Mike™️ 💡Podcast: One of a Kind Financial Show Daily 💡“Be One of a Kind”

Track addict and speed coach off the clock. On the clock I help Washington employees avoid lighting their retirement on fire.

Fractional CSA for Schwab & Altruist users | Advyzon CRM Consulting & Implementation

Writer, reader, learner. 30, Grand Rapids, Michigan.

Simplicity Ops

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

Custom portfolios without a need for prop products. Everything transparent and rules based.

I enable strategic partnerships with leading RIA custodians, fintechs and service providers to foster collaboration.

Helping the worlds best advisors tell their best stories.

Founder & CEO of Niki Clark Marketing. We work with financial advisors to sharpen positioning, elevate presence, and attract demand.

Financial advisor and co-owner of a small RIA firm in Independence, MO.

Co-founder | Capstone Wealth Partners

At Aryze Design, we offer marketing design memberships and websites for financial advisors & wealth management firms looking to scale their practice.

I help people speak guud

Husband and Girl Dad. Washed Up Athlete. Financial Planner Helping High Earners Simplify Building, Keeping, & Enjoying Wealth

Advisor Rankings - SEO for Financial Advisors

Follow me for dank estate planning memes and hijinks: https://www.linkedin.com/company/encorestateplans/

Since 2019 I've worked my way from pushy market match insurance sales to running a solo RIA. After 15 years coaching HS/ College basketball.

Founder, Nexruto - When a financial advisor speaks in front of a crowd, they make money

I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.

Mental Toughness Coach | 🎤 Keynote Speaker | 🎙️ Host Mental Toughness Podcast | 📚 8x Author | Ironman | 🏁 100 milers| PhD in Sport Psychology

Creator of RIApulse.com // Technology Consultant // Software Development

Founder of AdviceOnly.com, Next Gen Financial Planning, and Next Gen Tax Prep. Advisor to fintech firms and to PE/VC investing in them.

Director of Research, Kitces.com

Head of H2B2 Professional Development and Mastermind Facilitator: 30+ years experience transforming businesses' operations.