A leading financial planning industry publication profiles Certified Financial Planner® W. Ben Utley's practice, and how he uses technology as a way to operate efficiency and enhance the quality of client service. Article by David Drucker.
A leading financial planning industry publication profiles Certified Financial Planner® W. Ben Utley's practice, and how he uses technology as a way to operate efficiency and enhance the quality of client service. Article by David Drucker.