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.


Joanne Day – Partner at Trumpet, Inc.

As a workflow designer, Ms. Day customizes and automates workflow for advisory firms throughout the country.  Ms Day speaks the language of business owners and operations teams alike, making her a valued commentator.

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