Outdoor Wealth Advisor
@jdslatter
Wealth Advisor at Atlas Investment Management-Helping those with the love of the outdoors achieve financial success
ID: 28192329
http://atlasinvestmentmgmt.com 01-04-2009 20:51:26
79 Tweet
23 Followers
267 Following
I need help! I'm helping a new RIA launch and we're looking for best practices. What do you use for workflow process? We currently have Redtail and the Microsoft Suite. @thetattooadvisr Morgan Housel Ben Carlson Ben Carlson Carl Richards Caitlin Cook