As we embark on our 4th year in business, I wanted to say “Thank You” for working with us. We are updating our processes to better assist you. We’ve realized that the advisory business is not just compliance, but the sum of many parts. We have a few changes noted below.
We offer limited website services (see page 3)
New website consultant:
Eduardo De La Torre will be one of our consultants for website development/blog services. (see bio on page 3)
New blog site:
We will post updates in between the delivery of our quarterly newsletter to stay in touch with you.
New compliance issues:
We will take a closer look at financial planning requirements for CFP-holders
We’d like to wish you a prosperous year ahead
About Founder (Cory Roberson): Cory is the principal, of Roberson Consults Group, an RIA consulting firm that provides Compliance, Operations, and Business Development services for investment advisors. He is also the founder of Build Ur Impact, a social enterprise, that works with non-profit organizations to teach youth skills in entrepreneurship. He also conducts workshops and is authoring an upcoming youth-friendly series: “Don’t Play Around, Write it Down.”
For more check out our website at: www.buildurimpact.com