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

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

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

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”

Simplicity Ops

BizEquity

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

Catalyzing Advisor & FinTech Growth with Applied Behavioral Finance | Former Award-Winning Advisor & CEO | Board Member | Speaker | Professor

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

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

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Co-Founder of the Exchange and CEO of Model FA

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

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

Website systems expert for Financial Advisors and RIAs.

Certified Kingdom Advisor® | Husband | Father of 2 | Helping Christians align biblical values with financial stewardship.

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

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

Started an RIA. Scaled it. Sold it. Working on the next adventure.

Just a big man that loves tech

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

RIA owners: I help you build a firm worth selling.

Financial Planner

Fiduciary Financial Planner passionate about simplifying complex financials, reducing financial stress, & helping people work towards achieving goals.

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

Financial Advisor

Co-founder | Capstone Wealth Partners

Financial Planner | Building Kerdora - planning software for my fellow advisors and the clients they serve

Founder and CEO of Altitude / CEO Bill Good Marketing

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