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And another one bites the dust
I like my clients more than my team/leadership
Has anyone built a Client Advisory Board?
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Let me elaborate; I’m trying to research who has the most efficient and effective trade platform that integrates research and planning tools etc w minimal impact toward programs that “don’t talk.” The more seamless transitions the better. Comprehensive platforms. Also curious about ease of transfer of accounts from other firms.
Apparently no one likes their platforms
Great question, I'm curious to know too. Following.