Leveraging Structured Notes To Differentiate A Solo Practice
CFO News Room
NOVEMBER 29, 2022
” Anh: So, interestingly enough, I actually do also work with LPL’s CFO team, so, they offer a business solution to their advisors where you can bring on a CFO. But where the struggle in that CFO is and working with outside consultants is they identify what the issue is or they identify where the problem is.
130 
Let's personalize your content