James Poer, President and Chief Executive Officer, NFP Advisor Services, discusses Workstation, a finalist in the Broker/Dealers - Technology category of the 2015 WealthManagement.com Industry Awards.
Kristen LeClair, Senior Vice President, NFP Advisor Services, discusses Business Consulting Services, a finalist in the Broker/Dealers - Practice Management category of the 2015 WealthManagement.com Industry Awards.