As advisors build out their financial planning business, they gather a lot of data and over the years, the strategy of the firm can change. That may mean it’s a good time to change from a software application that’s more cash flow to one that’s more goal-oriented, or vice versa. As a follow-up to last… READ MORE
Many firms are looking to improve their bottom line, and one of the ways this can be done is by updating your software. But where to begin? How do you know if it will work for your firm? What will the implementation look like? What about hidden costs? In this week’s episode of our Oyster… READ MORE
The analysis to decide if it’s best to invest in your current platform or consider a different path should not be ignored or pushed too far into the future. In this week’s episode of Oyster Stew, Part 2 of a 3, Managing Director Pete McAteer discusses what you should do after you’ve identified any gaps… READ MORE
Once you complete the preliminary work of analyzing your current business state as described in our previous blog, it’s time to make a decision. Maybe you have concluded that your current provider will not be able to support your growth plan, or they aren’t engaged in a way that makes financial and operational sense. Regardless,… READ MORE
