News, Vision & Voice for the Advisory Community

Facing the breakaway paper blob with a game plan and a quarterback

Half the battle is getting the right forms with the red arrows plastered by the signature lines

Author Glen D. Shepherd, Guest Columnist May 21, 2010 at 4:30 AM

0 Comments

Glen Shepherd: Everyone was busy before the transition and now they are expected to add on a heavy load of tedious tasks to get the transition accomplished.

Rich Arzaga

Glen Shepherd

Breakaway Resources

RIABiz Directory

The Industry Sourcebook for RIAs

| LISTING

Add Your Listing

RIABiz Directory sponsored by:

Facing the breakaway paper blob with a game plan and a quarterback

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect

Facing the breakaway paper blob with a game plan and a quarterback

RIABiz Directory

.css-1ry76po{display:inline;font-size:1em;color:#fff;}.css-1ry76po p{display:inline;}.css-1ry76po:hover,.css-1ry76po:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}White Paper Postings

.css-1d1ry76{padding-top:12px;padding-bottom:12px;}Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

.css-1wxybbc{display:inline;font-size:1rem;color:inherit;}.css-1wxybbc p{display:inline;}.css-1wxybbc:hover,.css-1wxybbc:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}Directory

Archives

Connect

White Paper Postings

Special Sections

Directory