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The Tech Needs of Advisors

At the Tiburon CEO Summit, Stuart DePina, CEO of software provider, Tamarac Corp., discusses what firms need to do with technology to service clients more effectively.

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Growing Your Firm

Date: May 23, 2012 Watch this Video >>
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How Advisors Can Effectively Use Video to Expand Their Business

Date: May 21, 2012 Watch this Video >>
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NAPFA's Changing of the Guard (Part 2)

Date: May 17, 2012 Watch this Video >>
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NAPFA’s Changing of the Guard (Part 1)

Date: May 16, 2012 Watch this Video >>
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Making the Pitch to Advisors

Date: May 15, 2012 Watch this Video >>
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The Initial Technology Needs of Independent Advisors

Date: May 8, 2012 Watch this Video >>