Action is what counts. Implementation is better than knowledge.
Technology should be a genius assistant so Advisors can add more value to their clients.
Everything being thrown into a line item called "miscellaneous" doesn't count as bookkeeping.
Great processes are really for your team, not for the advisor themselves.
Rules of thumb don't cut it, you have to understand the nuance for your clients
There are so many things to consider when planning to and through retirement, the question is where can you find answers on that many topics?
