David is passionate about helping advisors create a memorable client experience to build a client base

Goran Milic grew up in Serbia and moved to the US in his early twenties. Among many other roles, he’s

Natalie specializes in helping advisors overcome common challenges in their business and reach their

Changing Altitude: How to Soar in Your New Leadership Role https://www.amazon.com/Changing-Altitude-Soar-Your-Leadership-ebook/dp/B09JYW1FJK/ Greg

Ryan was born in Chicago, Illinois and moved to Los Angeles shortly thereafter. Right from the start,

Bryan is originally from New Jersey and has lived in Florida since 1988. Bryan began his career just

Nick is a 30 year veteran of financial services. Over the past 15 years Nick was the CEO and co-founder

Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering

As a productivity coach for financial advisors, Patty works with her clients to gain control of their

Entrepreneurial from an early age, Aaron Witten, founder of Witten Financial Services, has always found