November 15, 2016
Hey y'all! Hope everyone is having a great Tuesday thus far. Wanted to let everyone know that I am out sick today. If you have any urgent items for me, please contact the operations team at 866.254.4235 and they will reach out to me. Thanks!
The Double-Edged Sword Preventing Your Growth
May 30, 2018
Increasing Automation in Offices Paying Off for Advisory Firms - ThinkAdvisor
January 3, 2018