financial advisory practice
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 14, 2018 by David Miller · across every show →
Everything said about financial advisory practice, oldest first
Jan 14, 2018 negative
Miller: Financial advisory practices run like fiefdoms due to lacking tech
“The average, Nathan, the average financial advisory practice in the space is a two to ten-man woman shop, and it's run like a fiefdom because of lack of operating systems, like a technology that's changed the environment, and we help, and it's not because of i…”