Log In
Followers 2
Alex Bottom
Boise, Idaho
• Active 116d ago
Bio:
Founder, Finology Software
Nora Gallegos
• Active 9h ago
Bio:
I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.
Previous
1
Next
1-2 of 2
Stacia Waren
@stacia-waren-6707
The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.
Active 158d ago
Joined Jan 15, 2024
INFJ
PA
1
Contributions
2
Followers
3
Following
powered by