 It’s not practical to count on being able to sell internally. bSo it will probably be a merger with another firm — and I have to allow for a few years to make sure clients and staff are taken care of.”David Edwards, Heron Wealth
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Firm Goes from "Lifestyle" to Turbo in Four Years
Thomas Coyle | Financial Advisor IQ, March 2017
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Summary: With financial advisors challenged by evolving consumer expectations and the sheer weight of demographics, it’s not surprising wealth management software maker eMoney Advisor would put the spotlight on a financial advisor who has used its technology to boost his annual growth rate sevenfold in four years.
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