Nifty Directory

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Wealthtender (Free License with any Market Flow or Forward engagement!)

SEI (Nifty Setup Fee Discount for New Clients!)

Advisory Education Partners (Free AEP Candidate Assessment)

The Nifty Lab (Free Forever for Nifty Clients)

Skool - Build An Online Community!

ClickUp - Manage every task with ease

Gusto - Easily run payroll and all of your HR needs

Wing Assistant - Non-industry VAs - SAVE $100

New Planner Collective, Training & Hiring Advisors

Advisor Transition Services, Consulting & Implementation

Transition to RIA, Consulting

Level Best, Operations Consulting

Sphynx Automation, Automation Consulting

Atlas Park Consulting, Operations Consulting

F2 Strategy, WealthTech Consulting

RIA Strategic Implementation & Execution, Fractional COO

My Virtual COO, Operations Consulting

Richard L. Chen, PLLC Law Firm, Legal & Compliance

RIA Compliance Concepts, Legal & Compliance

Synergy RIA Compliance, Legal & Compliance

Reliant Compliance, Compliance

Piccone IT Consulting, Cybersecurity & IT

Authentic Advisor Video, Video Recording Services

Perfectly Planned Content, The PPC Marketing System

FiComm Partners, Group & PR Consulting

Wing Assistant (referral link)

Belay

Zirtual

Ruby Receptionists

Posh Receptionists

Wealth and Worth Within, Fractional CFO

Exceptional Tax Services, Bookkeeping & Taxes

VPTax, Corporate Tax Preparation and Solutions

CEO Action, Diversity/Equity/Inclusion

B Lab Global Site, Ethics/Sustainability

Limitless Advisor Coaching

Megellan Network

The Nifty Lab (hosted by Nifty Advisor Support)

FinOps Co-op (for Operational Professionals in Financial Services!)

XY Planning Network

Garrett Planning Network

Advisor Growth Community

Fee-Only Network

NAPFA