Nifty Directory

Nifty Directory has been a member of Linktree for 4 years and joined in February 2022. The social media accounts linked to from Nifty Directory are: • Facebook • LinkedIn • Email • X Besides social media accounts, meetnifty has populated their site with: • Click to learn about Nifty! • 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