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Make sure you have a well thought out tech plan. Go cloud based as much as possible. Seek out and interview many tech strategies. Build the infrastructure as if you wanted 50 offices, not 2.
I tell you all this because I made the mistake of thinking small and signed contracts I later had to break them and go “bigger” sooner than I thought.
Start with your custodian then build reporting, then CRM. Make sure those all work seamlessly. Financial planning can be added to any but isn’t going to impact business if it doesn’t integrate.