As advisors build out their business, they gather a tremendous amount of data. When properly assessed, these insights can affect your firm’s strategy … i.e., maybe it’s time to consider changing from a software application that’s more cash flow to one that’s more goal-oriented, or vice versa?
The right outsourced partner will help you make the appropriate decisions and lead you through the vendor selection and transition processes, while freeing key players in your practice to focus on growing assets and improving the client experience.
Bill Davis offers the best approaches for advisors to take when selecting and implementing retirement plan software.
– Bill Davis, Director, Oyster Consulting