Much of the financial advisory industry had resisted mass adoption of technology over recent decades, but market and environmental pressures during the past few years have made it a necessity. The circumstances of the pandemic forced the need for virtual solutions for managing remote teams and client interactions. This is coupled with increasing demand by […]
The value of your financial practice has tremendous influence over your ability to secure working capital and financing to grow your business through acquisitions. Understanding how your value is calculated and what influences that value is essential to improving your purchasing power if you are looking to acquire and strengthen your selling price if you […]
