California's state-mandated auto-IRA program charges participants almost 1% in fees, opening up an opportunity for tech-enabled advisors.
Take a moment to stop and reassess.
The industry “best practices” of today could be woefully inadequate tomorrow.
It’s difficult to make a great impression and accelerate relationships if you can’t even remember someone’s name!
Danna Jacobs focuses on the financial planning aspect of the business while her brother Robert handles the accounting and tax planning aspects.
