金融商业3 hours ago
Basic Capital Plan Prospector
在290万份Form 5500文件中搜索并评分退休计划，找到符合条件的客户。
@401Casey · X
Vibe coding is incredible thank you for the push @TheStalwart & @jxmnop Today I am launching a free tool to help advisors to retirement plans find more clients. Something that previously may have cost them 10-20k/year built and launched for free.