Bio: Brand Strategist helping financial advisors discover their niche, craft their positioning, and tell their stories to attract their dream clients.

Bio: Financial planner for SaaS professionals | Die hard Steelers and Celtics fan | Sneaker collector | Weightlifter

Bio: 1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.

Bio: Certified Financial Planner | introducing the Personal CFO concept in the Italian market

Bio: Financial Planner | Clemson Tiger | Avid Golfer