We loved seeing you at the FPA Experience 2011 in San Diego. A special THANK YOU to everyone that stopped by our booth to say “HI” to Mark, Donnie and Carolyn. We all enjoy meeting our users and speaking with them face to face! We really appreciate your support.
I hope those of you that were able to attend the convention had the opportunity to meet Mark Snodgrass, President of Money Tree Software.
Mark provided a live interview during the convention. The interview focuses on the challenges advisors face when selecting financial planning software. Mark comments on the importance of finding software that is right for your personal planning style and the needs of your customers.
Watch Mark’s interview with Registered Rep!