According to the 2016 Schwab RIA Benchmarking Study, 25% of RIAs are focusing improving efficiency with technology, above or conjunction with increasing client referrals.
However, with all the options available, buying the wrong product can have a negative impact on your efficiency.
After years of working with RIAs, we’ve discovered the top five selection/buying mistakes that are easy to avoid when you’re armed with the right information:
• Implementing projects in the wrong order
• Not doing the “sniff test”
• Setting the stage for poor software demos
• Research that drags on
• Researching and not getting the green light to move forward
To watch to 30-minute webinar, packed with tactics and how-tos to help you save money and get the best product, fill out the form to the right.