Social Security is a topic we’ve been approached about many times in the past couple of years. With a significant increase lately in users who service clients close to or already in retirement, our development team took the time to implement a few new options for “maximizing” Social Security benefits.Read More
“As an early adopter, I try lots of software. In effect, I operate a lab for our partners, looking for the next tool to improve our efficiency and client experience. Advizr has become a “go to” part of my practice and the new features/modules only widen the breadth of opportunities to serve our clients,” says Steve Lockshin, co-founder of AdvicePeriod.
Learn more by reading the full article here.
“We are very excited to welcome Advizr to The Leaders Group family. We always look to the future, and in doing so, we see that Advizr is about to become the new 500 lb. gorilla, and is several years ahead of the tech curve.”
– Sean Wickersham, The Leaders Group EVP of Operations and Marketing
Read more about the Advizr partnership with The Leaders Group here.
Our team is really proud of our CEO, Hussain Zaidi. He is recognized by WealthManagement.com as one of their Top Ten to Watch in 2017.Read More
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