Followers 2
Alex Bottom
Boise, Idaho
• Active 102d ago
Bio: Founder, Finology Software
Nora Gallegos
• Active 2h 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 144d ago
Joined Jan 15, 2024
INFJ
PA
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