Profiles In Success: Efficient Wealth Management Hot

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Brought to you by Total Rebalance Expert (TRX) and Orion Advisor Services, Profiles in Success spotlights notable advisory firms and showcases how they are providing outstanding client service, driving efficiencies and creating a scalable business by leveraging leading edge technology.

Efficient Wealth Management is an excellent example of how advisors can harness technology to create an efficient foundation and differentiate their firms in a crowded marketplace. In this white paper, Paul Carroll, CFP® of Efficient Wealth Advisors shares how his firm was able to grow and scale through the effective implementation of trading and portfolio accounting software. 
 
TRX and Orion have come together to create an integrated and complete portfolio management and rebalancing platform that is driving the success of firms like Efficient Wealth Management. We invite you to learn more by logging on to www.trxpert.com and www.orionadvisor.com.
 

Download the article at http://www.orionadvisor.com/advisor-finds-trading-efficiency-scale/.

 

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We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

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