💎 Building Agentic Systems for financial planners. Bridging the gap to financial freedom.
Active 5h ago
Joined Nov 13, 2025
Boston, MA
Co-founder & CEO of Mili. From interactions to insights to revenue, in real time.
Active 6h ago
Joined Nov 17, 2025
Founder, Atlas Park Consulting: A Business Coaching & Fractional COO Agency. We transform operational challenges into 7-figure growth for our clients.
Active 14h ago
Joined Dec 10, 2025
Sacramento, CA
I am the Chief Evangelist for Zocks.io, a keynote speaker, and author of 3 books for advisors.
Active 24h ago
Joined Dec 11, 2025
We're fun, we work as a team - the firm owns everything from clients to paperclips. We are a boutique firm which limits the number of clients.
Active 2d ago
Joined Nov 12, 2025
Advyzon Consulting & Implementation | RIA Process Specialist | Your behind-the-scenes systems guy—simplifying operations one workflow at a time.
Active 3d ago
Joined Nov 18, 2025
Outsourced Associate Advisor for Your Firm
Active 6d ago
Joined Nov 20, 2025
New Braunfels, TX
COO at Sims Investment Management
Active 17d ago
Joined Nov 13, 2025
Kelly Fitzpatrick drives product strategy and development at Advyzon, blending product expertise with advisor insight.
Active 17d ago
Joined Nov 25, 2025
Filling in the gaps, implementing improved procedures, and enhancing client service models for financial professionals
Active 17d ago
Joined Nov 25, 2025
VP, Client Success at Advyzon
Active 18d ago
Joined Nov 14, 2025
Obsessed with learning, streamlining, & improving in order to provide stellar client experiences!
Active 22d ago
Joined Nov 12, 2025
Greensboro, NC
Marketing Director at Jump.ai
Active 24d ago
Joined Nov 18, 2025
Product Manager at Jump
Active 24d ago
Joined Nov 17, 2025
FinTech
Active 18d ago
Joined Nov 25, 2025
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