Featuring Jenny McNamara and Stephanie Prince When your firm promises high-touch service, large and slow-moving or out-of-touch business partners threaten to disrupt your customer experiences. For RIA firms like Richard Young Associates (“RYA”) of Georgia, there is no way to NOT depend on them. This introduces some risks to the client experience. Awkward robo attendants,...Continue Reading
This is what we're reading and talking about at RetireOne.