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Veritas0202
Rookie Joined: Apr/23/2019 Status: Offline Points: 2 |
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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
Senior Member Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4246 |
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Firstly
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King of sarcasm and speling
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advisorman
Senior Member Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4246 |
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When you say small over 500 mm or 1 billion?
Edited by advisorman - Apr/23/2019 at 8:13am |
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King of sarcasm and speling
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