Advisory Planning Services to Help You Serve Your Clients Better
Oyster Stew - A Broth of Financial Services Commentary and Insights
English - April 20, 2020 20:00 - 11 minutes - 7.6 MB - ★★★★★ - 7 ratingsInvesting Business News Business News finra sec regulatory brokerage advisory compliance exchange operations Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Annual Review Best Practices - Do You Know What to Look For?
As more and more people are turning to Investment Advisors and Financial Planners for help managing their money, advisors and planners are looking for ways to better serve their new and existing clients and continue to grow their business. Oyster Director Bill Davis explains how Oyster's new Advisory Planning Services help Advisors and Financial Planners improve their efficiency, assess, select and implement software, and better understand their clients' wants and needs.
*Oyster Consulting does not act as an Investment Advisor, Broker-Dealer or Financial Planner. These services are for financial institutions and Advisors.