Followers 1
PA • INFJ
• Active 144d ago
Bio: The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.
1-1 of 1
@nora-gallegos-6609
I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.
Active 19h ago
Joined Jan 3, 2024
powered by