AdvisorAssist & BackOfficeAdv host GREAT call 1/11: Requiremts & strat. for SEC to State transition. http://ping.fm/4aPa4
My Virtual COO is hiring! Click link for Senior Implementer position description: http://ping.fm/IrmOj
T3 is best bargain of the year^48 hr crash course in cutting edge tech and ROI while mingling with founders & CEOs of lastest innovations in the industry
Join us for 48 hrs of meeting, learning, questioning CEOs of most popular tech in advisor industry at T3 http://ow.ly/7NIMA
Jen Goldman returning to Baltimore for one day on Nov.15 to present Best Practices at Redtail University 2011! More info: http://ow.ly/7gRF7
Jen Goldman returning to Baltimore for one day on Nov.15 to present Best Practices at Redtail University 2011! More info: http://ow.ly/7gQPz
Morningstar is hosting a breakfast meeting Oct. 26 in Waltham, MA. Expert Ryan Hokanson to present. More information: http://ow.ly/d/n8R
An important read for growing practices! “How You Prevent Your Team From Being Productive (and what to do about it)”: http://ow.ly/6HusZ
Jen Goldman presenting Oct. 6 in Atlanta to advisors of growing firms on optimal mix of tech, processes, & virtual staff: http://ow.ly/6AUzJ
Financial advisory experts speaking at Bob Veres & T3 forum 10/13-15 on best practices and tools to run successful firm http://ow.ly/6s7Kg