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Operations Assessment

We place your investment in the right direction to ensure your operations are an essential part of your firm’s success

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Technology Evaluation & Selection

Solutions aren’t derived from a standard survey or checklist. Without vendor allegiances, we only have your firm’s best interest in mind

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Implementations & Conversions

A successful implementation and conversion relies on having a firm-wide project plan, not just relying on the vendor’s project plan

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INSIGHT & ADVICE


Move from Performance-Driven to Client-Engaging Discussions

Client discussions need to go beyond performance to provide a higher level of value.

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Guest Blog: Kelli Cruz

Many advisors asked for assistance in finding operations and admin staff. Advisors are surprised by the level of turnover in these areas. While I am not in the HR business, I do understand the difficulties of retaining good staff.

Three Tips to Improve your Technology Decision-Making

Imagine losing a prospect solely because your competitor’s prices were lower.

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