Summary: Franklin Roosevelt said that to a troubled nation in the depths of recession many years ago. Although my experience is by no means comparable, when I first decided to "go independent" I felt like the weight of the world was on my shoulders. A lot of fear is involved in striking out on your own. The fear, more than the actual process, is what keeps most advisers from fulfilling their greatest potential as an RIA.
 The best way to complete the tech puzzle is to get a handle on the full picture – beginning to end. Advisers may be required to perform up to 300 tasks in the course of operations. How does one task intersect with the other? How can you quickly and efficiently get what you really want – to spend more time attending to clients, nurturing new leads and growing your practice?.”Sean Hanlon, CEO, Hanlon Investment Management and Hanlon Advisory Software. |
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