By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Is bigger always better when it comes to financial firms? In this video I discuss the differences between large and small financial firms to help you make an informed choice. 5 Key Takeaways: Diverse Offerings: Small firms are leveling the playing field by providing access to high-tech tools… Continue reading Is Bigger Always Better in Financial Advisory Firms?