What tech should you use when you go RIA?
Eric Franklin, of Prospero Wealth, and Mike Watson, of Axos Advisor Services.
Several experts say it isn’t about what tech to use but rather the vision for the tech.
One of the most critical tools for any advisor going independent is ensuring they have the right technology.
Thankfully, there are several tools at their disposal. While leading CRM brands like Salesforce and Red Tail might be top priority, it ultimately comes down to envisioning your practice an
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