How Financial Advisors Use Winning Systems To Succeed
Craig W. Lemoine
She helps financial advisors learn how to ramp up technology use in their practices. One key technology is software that tracks the performance of an advisory firm's portfolios for clients and compares them to benchmarks. Read More At Investor's Business Daily: http://news.investors.com/investing/111315-780806-financial-advice-best-business-practices.htm#ixzz3rgqvfaLN Follow us: @IBDinvestors on Twitter | InvestorsBusinessDaily on Facebook
Katzeff, Paul, "How Financial Advisors Use Winning Systems To Succeed" (2015). In the News. 670.