Joanne Day is a Managing Partner of Trumpet, Inc. Trumpet designs and automates electronic document and workflow systems exclusively for financial advisory firms.Jo Day
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Get Real – Accepting Advisors’ Natural Tendencies (And What To Do About It)
Having worked within a planning firm and with planners for over a decade, here’s what I observed about advisors’ tendencies. How to turn technology into a screaming success for your firm Tech Tools Conference Panel Highlights New Trends In Document Management Should we install contact or document management first? Software as a service (SaaS) |
