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”

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

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!

Website systems expert for Financial Advisors and RIAs.

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

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

Author - The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients www.theshortbookformula.com

Estate planning attorney

Simplicity Ops

Financial Planner

Started an RIA. Scaled it. Sold it. Working on the next adventure.

Advisor Rankings - SEO for Financial Advisors

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

Custom portfolios without a need for prop products. Everything transparent and rules based.

Author, health strategist, and international speaker dedicated to helping financial advisors and their clients live well longer.

I'm Christopher Clepp ChFC®, a Chicago native, father to three amazing kids

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

Fractional CSA for Schwab & Altruist users | Advyzon CRM Consulting & Implementation

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

At Aryze Design, we offer marketing design memberships and websites for financial advisors & wealth management firms looking to scale their practice.

Co-founder | Capstone Wealth Partners

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

Co-Founder of the Exchange and CEO of Model FA

Mental Toughness Coach | 🎤 Keynote Speaker | 🎙️ Host Mental Toughness Podcast | 📚 8x Author | Ironman | 🏁 100 milers| PhD in Sport Psychology

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

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Just a big man that loves tech

Financial Planner | Building Kerdora - planning software for my fellow advisors and the clients they serve

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

Founder, Nexruto - When a financial advisor speaks in front of a crowd, they make money