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Carlsbad, CA
Active 4d ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
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Illlinois • INTJ
Active 2d ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
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Bio: Founder & CEO @ Uppit AI. Sharing my knowledge of AI Automations through YouTube.
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@david-gilmore-3450
Financial advisor and co-owner of a small RIA firm in Independence, MO.
Active 74d ago
Joined Jan 12, 2025
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