This operations and compliance coordinator started running during her lunch breaks. 11 marathons and 75 half-marathons later, Christy Rogers has hit her stride as a leader🏃
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Financial advisors face countless challenges in their daily practices – especially in this day and age. In order to implement a broader technology strategy at your firm, you must approach it from a technology as well as a business standpoint. Analyze how your business can benefit from the use of technology.
You know that you want to modernize your firm’s technology. But how much does wealth management technology cost? Knowledge is power: after reading this guide, you’ll be a smart buyer – and understand the true ‘all-in’ cost of advisor technology.