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.
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
powered by