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Veritas0202 View Drop Down
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    Posted: Apr/23/2019 at 7:41am
Hello,

I currently have my own small RIA that focuses on tax planning and other planning for small business owners. I'm mainly looking to understand what others are using for technology to make their business more efficient.
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advisorman View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Apr/23/2019 at 8:12am
Firstly
King of sarcasm and speling
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advisorman View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Apr/23/2019 at 8:13am
When you say small over 500 mm or 1 billion?

Edited by advisorman - Apr/23/2019 at 8:13am
King of sarcasm and speling
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