 This is a two-way conversation, and having a tool that helps millennials understand where they are in their financial lives makes our job more efficient, and the conversation more enjoyable and productive.”Mike Damas, Maryland Capital Advisors |
Is Your Technology Working Against You?
Savita Iyer-Ahrestani | ThinkAdvisor, April 2017
Read the article online >
Summary: Technology is meant to simplify things, make the financial advisory business more efficient and save advisors time. When Mike Damas set up his independent RIA firm Maryland Capital Advisors in 2005, he found that the technology system he’d invested in was doing the opposite.
Be the first to comment on this Article
