A Practical Perspective of Financial Planning Software Selection
by Marty Telles
Scenario
You are sorting out the things you will need so that you can continue doing business while transitioning your practice from ABC wirehouse to the independent model. One of the top 3 items on that “sorting list” is financial planning software. Your business relies on providing a formal financial plan to your clients and prospects; that’s the MO you use and has greatly added to your success. The question is, how will you replicate that part of your business process? …..READ FULL ARTICLE
Tags: financial planning;financial planning software;
