Saw this at the Burt Wealth office today during a visit. That’s when I was The IT Director there and after being recognized by Schwab and CRM Software for my development and implementation work. What an honor to have been a part of this team during the early years and getting to develop the systems and processes that took it from $178M in managed assets to $500M without adding staff!!!! Boom! That’s what we do with 714 Consulting now. We make our client’s businesses a success reducing the amount of people needed to massively grow through proper technology and systems with processes and workflows! Awesome!
from Instagram: http://bit.ly/2ANic6h