Following the "best-in-breed” strategy that industry experts and custodians propose, advisors have invested in multiple systems yet often lack that one unified reporting piece to pull their client’s entire balance sheet together.
Ellen Smith has been in the financial services industry for 15 years, affiliated most recently with eMoney Advisor. In that time, she has worked with independent advisors, RIAs, banks, and home offices, all in a sales capacity, building and developing relationships. Learning objectives:
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