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2 contributions to ProAdvisorSuite
Apr 25 in
How's the new Prospecting category going?
I've spoken with several of the new prospecting companies now to find out what they do, how they do it, what they charge, etc. I'm wondering which of these you have tried / are using? What's been your experience?
Poll
5 members have voted
1
9
New comment Jun 25
1 like • Apr 25
I tried Catchlight when they first launched, but that has been a while. Not familiar with the others.
Jan 31 in
Looking for a risk alternative to Riska...Nitrogen?
What are you using for Risk Questionnaire?
Poll
12 members have voted
4
11
New comment Feb 6
0 likes • Feb 1
Our risk questionnaire is built into our TAMP at Orion Portfolio Solutions.
1 like • Feb 1
@Joe Moss It's a slimmed down Hidden Levers.
1-2 of 2
@sean-polley-5932
Private Wealth Manager with over 28 years of experience in the wealth management industry.
Active 4h ago
Joined Jan 10, 2024
Orlando, FL
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