How I Built My RIA Tech Stack, with Derek Notman

Craig’s Note: To run a 100% remote RIA sounded ludicrous back in 2013 when Derek Notman decided to take his entire practice virtual.  But in a post-COVID world, it looks more like the move of a visionary who was willing to take a chance to provide a better work-life balance while still delivering outstanding service […]

%d bloggers like this: