📆 Join us for a value call this FRIDAY at 11 AM PST. Don't miss joining our resident CRM expert as we talk shop, catch up, answer questions and network! If you're new here, and wondering "What is a value call?"
👉Members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another.
To join the call on Friday, please use this link. If you plan on being there, drop a fun fall GIF in the comments! 🍂