Voices4 rules for talking to tech vendors at conferences
Wes Stillman | Financial Planning, November 2019
Read the article online >Summary: There’s no shortage of technology vendors lining the exhibit halls at RIA industry conferences. This is a good thing — competition breeds innovation, drives down costs and improves offerings for RIAs. But without the right approach, advisors can come away from these events more confused about their firm’s tech needs than when they started.