As advisors build out their financial planning business, they gather a lot of data and over the years, the strategy of the firm can change. That may mean it's a good time to change from a software application that's more cash flow to one that's more goal-oriented, or vice versa. As a follow-up to last week's high-level overview of the software selection process, Bill Davis offers the best approaches for advisors to take when selecting and implementing retirement plan software.
CRC-Oyster: Compliance Risk Concepts / Oyster Consulting
