I’m writing from the last day at FPA Retreat in San Antonio – what a wonderful experience from all the attendees.
Because this post is the beginning of a personal conversation, I’ll ask you to pause a few times during your reading to answer a few questions. And, if you feel comfortable doing so, please share your viewpoint with me via this blog.
To attain success - we need to know what success looks like. What’s my yardstick for measuring when a technology solution is successful in a financial advisory firm? It’s surprisingly simple.
Read more ...