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Seven RIAs tell what big project they spent money for in 2016 — and why

Steve Medland was quoted in Graham Thomas’ article, Seven RIAs tell what big project they spent money for in 2016 — and why. Steve said, “We’ve committed to ActiFi Inc.’s 13-month SAGA (strategy, accountability and goal achievement) program, and we’re three months into it. The program is based on their observation that the skill set to be a great financial advisor is a very different skill set from that required to run a great business. They’re helping us think more like business-owners and leverage our existing technology to better serve our clients.”

In order to see Steve’s comments, please click here.

By Steve Medland | TABR in the News