Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Online now
Joined Jan 9, 2026
Carlsbad, CA
Building tools
Online now
Joined Oct 25, 2025
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Active 14m ago
Joined Sep 29, 2025
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”
Active 24m ago
Joined Oct 27, 2025
San Juan, PR and Virtually
Self-Employed financial planner, Dad of two (16/boy and 15/girl)...two cats, a wife (schoolteacher) and lots of Dad jokes!
Active 58m ago
Joined Nov 3, 2025
Alton, NH
Track addict and speed coach off the clock. On the clock I help Washington employees avoid lighting their retirement on fire.
Active 1h ago
Joined Oct 23, 2025
Yakima
New FA to RIA world from bank advisor roles
Active 2h ago
Joined Nov 19, 2025
Marietta, GA
Financial Planner and Enrolled Agent. I enjoy nuanced conversations, reading/podcasts, Racquet Sports, and CrossFit. Husband. Father of three kids.
Active 4h ago
Joined Oct 27, 2025
Perrysburg, Ohio
CEO at Root Financial
Active 4h ago
Joined Feb 4, 2026
Founder and CEO of Altitude / CEO Bill Good Marketing
Active 4h ago
Joined Dec 4, 2025
Founder & CEO of Niki Clark Marketing. We work with financial advisors to sharpen positioning, elevate presence, and attract demand.
Active 5h ago
Joined Dec 24, 2025
Founder and CEO of Wealthtender.
Active 5h ago
Joined Jan 11, 2026
Financial advisor and co-owner of a small RIA firm in Independence, MO.
Active 5h ago
Joined Oct 26, 2025
At Aryze Design, we offer marketing design memberships and websites for financial advisors & wealth management firms looking to scale their practice.
Active 5h ago
Joined Jan 7, 2026
💎 Building Agentic Systems for financial planners. Bridging the gap to financial freedom.
Active 5h ago
Joined Oct 2, 2025
Boston, MA
Follow me for dank estate planning memes and hijinks: https://www.linkedin.com/company/encorestateplans/
Active 6h ago
Joined Jan 21, 2026
Mr. Worldwide
Partner & Financial Planner Woodgate Financial, fintech expert, writer, podcaster, speaker, lecturer, etc
Active 6h ago
Joined Oct 30, 2025
Father, husband, and Guardian of Legacy.
Active 8h ago
Joined Oct 23, 2025
I'm an active CFP® focusing on innovation and tech instead of working directly with clients. I'm here to make other advisor's jobs easier!
Active 9h ago
Joined Oct 25, 2025
Raleigh, NC
Founder of Aureus Advantage, advising wealth firms on M&A, platform evolution, and growth, backed by 60+ integrations & operator experience
Active 9h ago
Joined Jan 13, 2026
Bob Veres is editor and publisher of the Inside Information guide to trends and innovations in the profession
Active 9h ago
Joined Nov 6, 2025
Custom portfolios without a need for prop products. Everything transparent and rules based.
Active 10h ago
Joined Nov 13, 2025
Chicago
Creator of RIApulse.com // Technology Consultant // Software Development
Active 11h ago
Joined Oct 17, 2025
Chicago
Estate planning attorney
Active 14h ago
Joined Sep 25, 2025
Little Rock, Arkansas
Co-Founder of the Exchange and CEO of Model FA
Active 1d ago
Joined Sep 25, 2025
Apollo Beach, FL
Founder of Shatterpoint - AI for Modern Wealth Management
Active 1d ago
Joined Jan 8, 2026
New York
Arch
Active 1d ago
Joined Feb 2, 2026
• Christian • Wife • Homeschooling Mom of 4 Helping Moms Earn $ From Their Phones
Active 1d ago
Joined Dec 15, 2025
I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.
Active 1d ago
Joined Nov 13, 2025
Author - The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients www.theshortbookformula.com
Active 2d ago
Joined Dec 12, 2025
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