Are You an Advisor or IT Specialist?

Being an independent advisor can be rewarding. You get in, meet with your investment team to discuss recent economic trends, review client portfolios, and submit trades to rebalance several accounts and so the day goes until your home to spend a relaxing evening with your family.
Then you wake up from your daydream because somewhere between that morning coffee and sitting at your desk an assistant comes running to tell you the server is down. None of your applications, including email, are working. You’re really an IT Guy. Here’s 3 simple steps to stop now. Continue reading →

Posted by Bill Winterberg
June 27, 2011

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