In this video I talk about the process of nurturing relationships with the active connections of your clients on LinkedIn to eventually lead to new clients. It’s hard to ask clients that tired old question, “If you know anybody who could use my services, please let me know.”It’s kind of like me asking you, “Do […]
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
