
Ep 276: Integrating Tax And Legal Services Under One Roof To Truly Scale A 'One-Stop Shop' with John Hagensen
Financial Advisor Success
00:00
Tamarack
Tamarack is your hug for both the performance recording side and just the a rebalancing an dragas trade management model management. I mean, i was talking with our our porfoleo manager, an e, sayint john, 15 years ago, we would ave needed like, ten people to manage this money. But he's got everything built out so systematized within tamarack that he can do things that would have taken,. would have taken so much time even a decade ago. And and it's so much more efficient and so much more accurate, and there's so much less room for air on it as well.
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