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Has anyone used Smart Asset for lead generation?
What specific tasks do your Assistants do?
Woohoo just closed my first client!!!!
My Week in Emoji: ⏰☎️🧹🚽☕️📥🧾💤 Hbu?
Anyone knows about the base for chase PCA?
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ADP sucks. If an employer is small enough to use then for bundled payroll I show them a local payroll provider and a simple ira. If they are too big for a simple then I show them T Rowe's 401k, or Securian, and the benefit of hiring a payroll person.
This. Researching now, work with someone that specialize in TPA not someone that has its hands in several things.
They’re ok. If the company is bundling payroll into that you’re going to have a bad time 2-4 years down the road.