When you set up a meeting with a cold prospect, someone who was referred to you, or even a center of influence, it’s a good idea to send them some questions to answer prior to the meeting.Sending out a questionnaire prior to a meeting accomplishes a few very important things.It reflects a degree of professionalism, […]
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
