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RELEASE NOTES
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THE MODERN FINANCIAL ADVISOR
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SOFTWARE
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TrueRecruit
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NOTABLE FEATURES
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Integration
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ABOUT
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THE MODERN FINANCIAL ADVISOR
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Categories
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Technology
Leveraging Data and Platform-Based Solutions for Financial Advisor Growth
Mike Langford
|
Apr 29, 2021
|
1 min read
Product Release Notes
April Showers: Making it Rain with Enterprise Updates
Eli Gassert
|
Apr 28, 2021
|
5 min read
M&A
How RIAs Can Acquire A Practice With Greater Speed and Less Cost
Mike Langford
|
Apr 6, 2021
|
1 min read
Product Release Notes
March Madness: Enterprise Peer Benchmarks, Unified Dashboards, and Business Objectives
Eli Gassert
|
Apr 5, 2021
|
4 min read
Mergers and Acquisitions
The Difference Between Value and Price
Carla McCabe
|
Apr 5, 2021
|
8 min read
Practice Management
Helping Your Clients Prepare for Estate Executor Duties
Mike Langford
|
Mar 14, 2021
|
1 min read
Modern Financial Advisor Podcast
The Value of Financial Planning and Exit Coaching for Financial Advisors
Mike Langford
|
Mar 3, 2021
|
1 min read
M&A
Key Trends for Financial Advisor Transitions
Mike Langford
|
Feb 24, 2021
|
2 min read
Succession Planning
What is Your TQ (Transition IQ)?
Jeremi Karnell
|
Feb 22, 2021
|
9 min read
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