The Financial Awareness Foundation has teamed up with CPA Trendlines, HB Publishing & Marketing Company, and other financial associations to gauge the confidence of independent financial planning and wealth advisory firms, as well as identify best practices for growth. Your results will arrive within 2 weeks of completing this survey. Rest assured that your responses will be kept in strictest confidence and final results will be published on an anonymous aggregate basis only.
Later in 2019, the findings will be presented at the Accounting & Finance Show-NYC and in various national financial media outlets.
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"Introduction to..." Webinars
We instituted a
complimentary webinar series to enable our subscribers to receive concise and timely instruction on issues and ideas affecting our industry without having to leave the office.
Our next webinar:
"Introduction to...Appraise v8.02!"
is scheduled for Tue, Jan 29 from 11:30a to 12:00p ET.
Here is a synopsis:
Appraise v8.02, the successor to Appraise v8.01 released in June, has been released!
We suggest all of our clients, regardless of the version they are on, upgrade as soon as possible because v8.02 has quite a few valuable enhancements and versions prior to 8 are no longer being maintained. Our "cloud" and "software as a service" clients received the new version automatically and did not have to go through a download and install process.
