BUILDING VALUE IN YOUR FINANCIAL ADVISORY FIRM

If you missed the "Building Value" webinar and white paper that I produced in partnership with Interactive Advisory Software, I encourage you to access the webinar recording and white paper by following the link below.

The webinar was really helpful as a supplement to the white paper. It provided additional insights related to the white paper and featured Julie Littlechild from AdvisorImpact, Joe Reeves from ARGI Financial and Dr. David Grace from IAS.

DOWNLOAD THE WHITE PAPER AND WEBINAR RECORDING:

http://marie-swift.blogspot.com/2012/05/free-webinar-on-tuesday-july-17-2012-at.html

Also, just read the article in RIABiz that gives us an inside look at why Hanlon Financial and IAS have now joined forces to gain market share and better serve advisors. Good move by Hanlon. Great news for firms that use IAS.

READ THE RIABIZ ARTICLE NOW:

http://www.riabiz.com/a/14989119/a-34-billion-tamp-owning-ria-buys-interactive-advisory-software-removing-the-vcs-and-plunking-in-a-ceo