✍️ Writer ~ AdvisorTechBook.com / Oura Ring enthusiast

Founder & CEO @ Catalyze Growth Partners. Growth Partner in B2B and B2C. Specialty: Supporting financial advisors with client acquisition.

I help financial advisors, RIAs and wealth managers leverage AI to improve client servicing, grow revenue and reduce operational costs.

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

I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy

Hi, I'm Josh!

Founder of RIA Strategic Implementation & Execution (RIASIE), serving as a Fractional COO to growing RIAs looking to scale

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

LOAN BROKERAGE

John Montgomery

AI

Elite Planner - estate planning law firm scaling and optimization

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

Flowers

Helping Advisors, CPAs, and SMBs save time w/ AI automation. 19+ yrs ops + infra + compliance. Calm systems that scale.

Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.

I'm a career changer who needs help with automating operations until I can hire someone to run my life!

President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements

Looking to learn new ways to prospect and sell.

CEO - Elite Resource Team Father Husband Surfer

Founder of Clear Harbor Wealth Management in Destin, FL

Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning & education firm focused on women, families, and entrepreneurs.

30 year industry veteran now creating innovative and impactful employee training and development tools for independent financial advisory firms

Advisor seeking to deepen the client relationship with scalable & efficient practices.

Financial Planner - helping you retire sooner rather than later! Surfing, travel, Ironman Living in Palm Beach Gardens, FL

I host communities for financial planners, AI enthusiasts and rock & blues lovers. International keynote speaker and Forbes featured author.

Currently the President and Wealth Advisor of a boutique Wealth Management firm. Also a full time homeschool mom of 2. I love to read and travel!

Sole RIA at Hive Retirement Planning in NYC. Part of XYPN, I use RightCapital, Income Lab, Holistiplan, Fathom, & Wealthbox.

Wisdom, wit, and a few decades of hustle.

Building tools