Free AdvisorTech Assessments!
RIA Operators, if you'd like a 2nd opinion on your advisortech stack, I'll be offering free AdvisorTech Assessments for the next month or so! Some things we'll go over: - gaps in tech - redundant tech - opportunities to try something new - what pain points do you have with your current advisortech? If you're interested, comment below or send me a DM. Excited to talk tech with you!