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New Podcast: Retirement Planning Software – Selection & Implementation Considerations

Posted on June 17th, 2020 by Libby Hall

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

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Jim Roth,Managing Director

Jim Roth is a highly-regarded financial services executive with over 35 years of experience in sales, operations, and correspondent-related services.

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