Strategy and operations leader with 20-year record of developing and leading global transformation initiatives.

Partner & Financial Planner Woodgate Financial, fintech expert, writer, podcaster, speaker, lecturer, etc

CFP®️, Author, Lecturer, Radioshow Host, Hall of Famer 💡Podcast: Ideas by Mike™️ 💡Podcast: One of a Kind Financial Show Daily 💡“Be One of a Kind”

Advisor Rankings - SEO for Financial Advisors

Co-Founder of the Exchange and CEO of Model FA

Website systems expert for Financial Advisors and RIAs.

Husband and Girl Dad. Washed Up Athlete. Financial Planner Helping High Earners Simplify Building, Keeping, & Enjoying Wealth

💎 Building Agentic Systems for financial planners. Bridging the gap to financial freedom.

Fiduciary Financial Planner passionate about simplifying complex financials, reducing financial stress, & helping people work towards achieving goals.

Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Soulence Wealth Management

I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.

Founder & CEO of Niki Clark Marketing. We work with financial advisors to sharpen positioning, elevate presence, and attract demand.

I'm a Certified Financial Planner and founder of an outsourced paraplanning firm built specifically for independent RIAs.

Track addict and speed coach off the clock. On the clock I help Washington employees avoid lighting their retirement on fire.

Advisor seeking to deepen the client relationship with scalable & efficient practices.

Founder and Financial Planner

retiree

Marketing For Advisors | Co-Host: Advisor Marketing Made Simple Podcast 🎙️ | Owner: Rebel Media Agency

Dad, Author, Financial Advisor.

Head of Partnerships at Nitrogen

Financial Planner and Enrolled Agent. I enjoy nuanced conversations, reading/podcasts, Racquet Sports, and CrossFit. Husband. Father of three kids.

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Financial Advisor

http://linkedin.com/in/john-heldman-cfa-b6891517

Estate planning attorney

Self-Employed financial planner, Dad of two (16/boy and 15/girl)...two cats, a wife (schoolteacher) and lots of Dad jokes!

I'm an active CFP® focusing on innovation and tech instead of working directly with clients. I'm here to make other advisor's jobs easier!

TBD

Recent career change - early FA