15 Networking / Mutual Intro
This is not a pitch call for either party. This call is for professionals who actively serve or work in the wealth management or FinTech and believe i...
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15 minutes
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FinTech Intro Call
This is a focused conversation to learn more about each other and explore where I might be able to support your growth.I advise fintech companies at a...
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30 minutes
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Collaboration Jam - 30Min
Let’s get to know each other—but with a purpose. This call is for entrepreneurial execs looking to explore real collaboration: cross-promotion, co...
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30 minutes
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Only-Option Growth Strategy Session
This isn’t a discovery call. It’s a decision-sharpening experience.You won't be pitched.This session is a strategic diagnostic for high-agency lea...
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30 minutes
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FINNY referral - Strategy Session
This session isn’t about free advice or picking my brain.It’s a focused, strategic conversation designed to figure out two things:Whether your cur...
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30 minutes
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30 Min Networking / Mutual Intro
This is not a pitch call for either party. This call is for professionals who actively serve or work in the wealth management or FinTech industry and ...
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30 minutes
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