Log In
Following 2
Kate Guillen
Carlsbad, CA
Active 46m ago
Bio:
Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Natalie Bergsma
Active 220d ago
Bio:
I'm known for turning goals into results. When I'm not coaching advisors/teams, I'm reading very dorky books, dancing, and coaching Anxious Mommas.
Showing 2 of 2 users
Aaron Sipherd
@aaron-sipherd-4231
CPA firm and RIA/Wealth Management Firm owner.
Active 369d ago
Joined Jan 28, 2025
0
Contributions
1
Followers
2
Following
Powered by