The start of a new year is a natural time for re-evaluating our business processes and deciding if we need new tools to help accomplish our goals. And if the start of the year doesn’t make you reconsider the software your financial advisory firm is using, then tax...
Before the debut of Google Search in 1998, people found a local financial advisor through analog means – white pages of the phone book, seeing signage while driving around, or, more likely than not, referrals from friends and family. But, as Google and other search...
