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Anyone familiar with or us Snappy Kracken?
Any thoughts on xy planning network?
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What type of role? Advisor? Do you have a book of business? Willing to relocate within Florida?
I would be happy to chat as this may be a fit for our team.
If you’re looking for a home with an independent RIA in which you own your own book and run your own business, let’s talk.
My answer above is what I’d be looking for and my reasoning, any thoughts or ideas?