How to Optimize Tech

How to Optimize Tech

In the financial planning world, there are many different tech tools you can use to further your practice. In fact, there are so many different options available to you as an advisor that it can become difficult to use the right tools in an efficient way. It’s easy to...
Cost v. ROI

Cost v. ROI

There are so many things available for new business owners to spend their money on. It often feels as though there are too many options – and financial planners who have founded a new RIA are overwhelmed with sticker shock. Deciding what expenses are worth the...