If you plan to research or purchase new technology soon, this is a "can't miss" webinar.
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. On top of that, we'll share tools and templates to turn your strategy into reality.
"Jo Day has proven to be one of the most creative practice management thinkers in the financial planning space." - Bob Veres, Inside Information
This 30-minute webinar is packed with tactics and how-tos to help you save money and get the best product.
Fill out the form to the right to watch it now.
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.