People

Service Providers

121 people · Consultants, compliance, marketing

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PersonCompaniesCategoriesLinkedIn followers
Michael Kitces✓
Chief Financial Planning Nerd
126,942
Carl Richards
Creator of the Behavior Gap
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37,858
Ariel Serber
Evangelist for financial education, literacy, and independence. Advisory solutions and problem solving for businesses; risk management, business planning, building brand equity, capital raising and more.
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35,244
Mac Gardner
Founder & Chief Education Officer
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29,998
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26,090
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23,904
Paul G McManus
Founder, Influential Advisor Media
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23,629
Steven Jarvis
Tax Planner, Tax Coach for Financial Advisors, Keynote Speaker, Author, Adventurer
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23,496
Nicole Noonan
Founder | Business & AI Advisor
23,116
Kristin Andree
I help successful financial advisors turn complexity into clarity — and build a business as distinctive as the clients they serve.
22,653
Adam Knorr
Getting financial advisors millions of dollars & impressions | $150+ million in AUM pipeline for advisors on LinkedIn | 120+ million client impressions | 500+ meetings booked | Co-Founder at InfluenceLab
21,618
Leila Shaver
Owner of My RIA Lawyer, Outsourced CCO and General Counsel to SEC registered firms, Securities Attorney, Compliance Nerd, Speaker, Educator, Lip-sync enthusiast
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21,375
John O'Connell
Solver of complex Technology, Sales, & Revenue challenges in Wealth Management, FinTech, & Financial Services | Bestselling Author & Keynote Speaker
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21,341
Matthew Jarvis
Building multiple $1m+ lifestyle practices.
20,939
20,612
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20,597
Alanah Phillips
Helping financial advisors break up with their broker-dealers! | Recruiter | Hiring and training G2 advisors | Speaker | Podcast Host of NextGen in 10 | Industry Troublemaker
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18,832
Libby Greiwe
The Efficient Advisor Podcast | Helping Financial Advisors create systems and processes so that they can work less, get out of overwhelm, and build a business and life that they love.
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16,840
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16,502
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15,363
Caleb Brown✓
Podcast Host | Recruiter | Consultant
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15,240
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15,202
15,129
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12,360
Kristin Harad
Marketing Leadership & Business Development for RIAs & Financial Advisors | Host of the Full Advisor Coaching Podcast | New Empty Nester | F45 Enthusiast |
12,156
Stevyn Guinnip
Health Advisor for Financial Advisors
11,890
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11,748
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11,635
Stephanie Bogan
High-Performance Business Coach to advisors, leaders & founders | Author, Speaker, Entrepreneur
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11,245
Jennifer Goldman
Transform Business Operations to Scale Up
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11,191
Joe Moss 🚀
✍🏼 Writer & Community Builder, AdvisorTechBook / Advicer.bio
10,636
Kristy Puckett
Empowering Financial Advisors one phone call at a time | Want to learn about Independence Call me (205) 218-6962
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9,950
Steven Tenney
Strategic Advisor to RIA Leaders | Helping Wealth Management Firms Operate as Businesses, Not Practices | Former RIA CEO & Founder | KITCES Service Provider Recommended
9,764
Matt Mosich
Executive Communication & Speaker Coach for Wealth & Bitcoin | Helping Wealth Teams & Their Leaders Win Attention, Capital, & Clients | Keynote Speaker
9,759
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9,720
Niki Clark
Non-Boring Marketing for Advisory Firms
9,462
Cameo Roberson
COO | Business & Operations Strategist We rescue firms from day-to-day operational chaos; so you can eliminate the dysfunction and add more dollars to your bottom line!
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9,346
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8,467
Matt Middleton
Founder & CEO at Future Proof; Co-Founder & CEO at InScope; CEO at ETF.com
8,450
7,781
Jon Cook
Founder of Advisor Story
7,609
Alan Rhode✓
Private Wealth Advisor at Modern Wealth
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7,379
Katie Braden
Feb 6th: Next Video Workshop! | Founder, Advisor Video Marketing | Fractional Chief Evangelist, C&J Innovations | Almost Always Smiling
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7,227
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7,050
Corey Walen
Advisor to Financial Advisors considering changing BDs/RIAs or selling their business (908) 902 4903
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7,040
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7,017
Amy Kizer
I help financial advisors with HR "stuff" (Hockey Mom and Super Fan) (Advocate for Independent Financial Advisors)
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6,911
Ashley Quamme
Founder, Beyond the Plan®️
6,717
Amy DeTolla
Accelerator | M&A Strategist & Integrator | Platform Builder | Speaker | Venture Partner
6,660
Kate Guillen
We’re on a mission to help advisors build thriving practices by transforming complex operations into simple systems!
6,468
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