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S.W View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote S.W Quote  Post ReplyReply Direct Link To This Post Topic: Hi everyone!
    Posted: Nov/30/2016 at 12:08pm
I'm Shara,

I've found this forum as I wanted to learn more about financial advisors and what they care about. 
On my daily basis I help financial advisors streamline their processes and I think I have some useful content that I could share here.

Looking forward to starting sharing tips and getting feedback from financial professionals!
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Hacksaw View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Nov/30/2016 at 1:14pm
Shara is a female name no?  I'm sure you will get a warm welcome.
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advisorman View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Dec/02/2016 at 2:34pm
Pm a guy named helado, he likes good new ideas.
King of sarcasm and speling
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antonuus View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote antonuus Quote  Post ReplyReply Direct Link To This Post Posted: Feb/22/2017 at 7:23am
Next to caring for our customer's wishes, we also care to make a decent living and staying out of troubles. If you indeed do streamlining of processes then you know, more or less, how we tick. Let us know processes you do streamline, such acquisition, sales and many others. Thank you for your feedback.
JH
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