Bio: Operations Advisor at January Capital Advisors

Bio: Helping RIAs deliver proactive, impactful advice during moments that matter to clients and prospects.

Bio: I am the CEO/Founder of budgetsimple.com, a financial wellness tool built for advisors. We help advisors drive new business.

Bio: 🔨 building Advicer.bio - the directory of financial advice

Bio: CEO @ Skool