Review Detail

The webinar covered a lot of useful ground -- leading to the obvious question of "Now that we see this information, how best to work with it to develop a business offering?"

It also makes me wonder, of the various technology offerings A4A and others provide access to, if some are head-and-shoulders better for a SFO or MFO as opposed to a more run-of-the-mill advisor practice?

Thanks again, Andrew! . . . Bruce Herbert