Most financial advisors say boring things when notifications come up about their first degree connections and that is why they fail to get attention. DO NOT behave like a financial advisor on social media when notifications come up. This video will teach you a technique to use with the people who are your first degree […]
Practice Management
Should I Move my RIA Firm to the Cloud?
This article covers what the risks and rewards may be for RIA firms considering moving to the cloud.
November 2, 2017
