Leveraging Tech Tools to Grow and Scale Your Practice

Advisor Perspectives

ImTheRoot
May 23, 2022

Leveraging Tech Tools to Grow and Scale Your Practice

Advisor Perspectives – (November 2020)

T3 Survey: Share Your Opinion of FP Alpha

To help us grow FP Alpha’s platform, we invite you to take the T3/Inside Information Software Survey.
Please note that FP Alpha is listed under Financial Planning Software (Q8), Retirement Distribution Planning Tools (Q10), Estate Planning Tools (Q12), Tax Planning Software (Q14), and Digital Marketing Tools (Q68).
Enjoy a $5 Starbucks gift card on us when you fill out.

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