No choice but to use cutting edge technology
I spoke with George Svegara and Ryan Donovan for Orion’s new podcast, The Fuse Show. My firm was built backwards from the way virtually every other RIA in the country was built – we began onboarding clients in Texas, California and Washington State before we really built up much of a local presence near our headquarters. All of the other firms in our industry start locally with close, personal relationships an...
source https://thereformedbroker.com/2019/08/28/no-choice-but-to-use-cutting-edge-technology/
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source https://thereformedbroker.com/2019/08/28/no-choice-but-to-use-cutting-edge-technology/
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