If your CPAs, attorneys, etc, aren’t on LinkedIn, you’re missing out on a great opportunity to gain exposure to their networks. So kick those deadbeat financial advisors COI’s to the curb and let’s get going on a better strategy of finding COI’s who are cool, do care about you, and WILL reciprocate business!I’m going to […]
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
