 In this case, it’s not about why the (RIA Match) software is good. It’s more of a product overview of how to use it. It’s designed for existing users, not prospective users.”William Kring, Founder, Wealth & Pension Services Group, Inc |
Satisfied Advisors Provide Testimonials For Their Favorite Vendors
Morey Stettner | Investor's Business Daily, May 2016
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Summary: Once an advisor becomes a vendor’s raving fan, a testimonial may follow. And that could mean more business for you. On their websites, outsourcing firms often list blurbs from advisors who share their positive experience and offer effusive praise.
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