About the author: Jyasi Corbett Account executive Jyasi has worked with more than 300 different firms from the RIA, B/D, Bank, and CPA sectors. He focuses on educating advisors on technology trends in the industry and helping advisors efficiently implement new technology.
Don't be afraid of financial planning The financial industry has the ability to make people feel secure or terrified, depending on the individual situation. Read More
Is your financial planning process as efficient as it can be? Over the past three years, I have had the pleasure of working with more than 500 financial firms. Everyone—and I mean everyone—is looking for ways to be more efficient. Read More