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Small Business Sales Specialist
#smes #xero #advisors #cloudaccounting #digitaltransformation
#Asia
As a Small Business Sales Specialist at Xero Hong Kong.
VP, Public Policy
#wealth #advisors #retirement #financialplanning #retirementplanning
#NorthAmerica
Kim has more than twenty-five years of experience working in the financial security profession. He has a strong background in life insurance, banking, individual and institutional investments, with em
Managing Partner of Wealth Solutions
amie has co-authored three text books and has two ebooks on Retirement Planning, “Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years” and “Retirement Risks: H
Founder and CEO
#advisors #wealthtech #clientengagement #clientexperience #voiceoftheclient
#Northamerica
Julie Littlechild is the founder and CEO of Absolute Engagement, providing engagement technology that empowers advisors to drive engagement at scale by revealing and responding to the needs of prospec