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Jan 6, 2022 6:02 am

Im back and ready to restart!

been in surgery the last yr and change and passed my practice off in its infancy. Restart this week! To answer previous questions crm-smart office, planning software is money guide, fmg is currently my website maker but likely moving to broadridge. The office virtual so zoom for meetings and webinars starting march or April. Smart asset as a warm lead generator. My more passive generator will be copilot once i reset my social media with its focus on linkedin.

jan starting aum is 700k

eoy target aum 12 million