Make Yourself Indispensible
Help Your Clients Help Their Kids Develop
By now you’re likely familiar with the FPPad YouTube channel, featuring over 30 videos of interviews with financial planning technology vendors and thought leaders. The channel is quickly approaching 5,000 views collectively.
One of the biggest assets you own as a financial adviser is the database that holds client portfolio information. As your business grows, so does the size and complexity of your database. Meanwhile, new and existing portfolio management software vendors are updating their ...