📈 COO at January Capital Advisors | 🕸️ Fractional community builder at Conneqtor.org | ✍️ Writing about it all here -> pathto100k.substack.com

Filling in the gaps, implementing improved procedures, and enhancing client service models for financial professionals

Empowering Contractors to Protect, Grow, and Transition Their Business with Confidence | Founder & CEO, Cornerstone Wealth Consulting Services, LLC

President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements

I have been an advisor for 15 years. I live in Saint Petrsburg Florida with my wife Julie. Enjoy traveling, sports, reading and improving everyday.

I host communities for financial planners, AI prompt enthusiasts and people planning their wedding speech. International keynote speaker and author.

Founder, CEO @ Nifty Advisor Support

Co-Founder of the Exchange and CEO of Model FA

Voice builder, singer, martial artist, music maker, entrepreneur, biomechanics & energy work. philmoufarrege.com

I Help Advisors scale their business | Founder and CEO of Client Acquisition Academy

CEO - Elite Resource Team Father Husband Surfer

At Nextphase Advisors, our mission is to provide you with the confidence that you have a plan in place to avoid the most common pitfalls.

30 year industry veteran now creating innovative and impactful employee training and development tools for independent financial advisory firms

I am the Director of Client Services. Interested in growing the Business and Client Experience.

Empowering Washington State employees to maximize benefits, cut taxes, and retire early with confidence and financial freedom.

new planner just hired at a small firm looking to start to systemitize

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.

From Montreal, Canada.

Chief Operating Officer for Xtended Financial Resources.

Financial Advisor in South Africa

Michigander & WealthTech Pro

I love a clean database. I'm the GSD girl (Get Sh*t Done).

Consultant

Founder and CEO of LeadCenter.AI, AI Powered CRM for Financial Advisors

Advisory Services Analyst

Founder of Clear Harbor Wealth Management in Destin, FL

Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot

I'm a Certified Financial Planner providing real estate investors with the guidance and coaching needed to make informed financial decisions.

NA

The Watchman Group