 “If you are going to transition a business, how can you invest now to get that payoff later on?”
Tim Welsh,Nexus Strategy
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Document Management Company Finds Paperwork Payoff
Ann Marsh | Financial Planning, How to Grow your business as a financial advisory, February 2014
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Summary: Want to cut your firm's costs? Creating more effective back-office operations can help yield significant savings, according to a study by Laserfiche -- an enterprise document management company that, conveniently, promises to help RIAs do just that.
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