Founder + CEO, Nifty Advisor Support. Proud PMP® since April 2025. Changing the RIA world, one tool at a time.
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Joined May 11, 2023
Windsor, Ontario
CFP®️, Author, Lecturer, Radioshow Host, Hall of Famer
💡Podcast: Ideas by Mike™️
💡Podcast: One of a Kind Financial Show Daily
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Joined Jan 15, 2026
San Juan, PR and Virtually
skool.com/ria-os
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