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Podcast: Conquer Risk Podcast
Episode: Tools to Build a Successful RIA
Description: From Financial Advisors, to FinTech providers, to industry contacts of all sorts, one question that regularly comes up is what tools we use to run our business. We get it, because when we’re looking, the first place we go is to our peers. So, we decided to commit an episode of the podcast to breaking down what tools and resources we use across Potomac:Executive SystemsEducation and MarketingPortfolio Management SoftwareOperationsMake sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsL...