Anyone heard of BRT (Back Room Technician)? If so, is it worth its cost? Looking for something to help me keep clients' needs analysis and then creating a presentation for them. Thanks in advance.
BRT (Back Room Technician)?!?
- Thread starter HuntAssuranceGroup
- Start date
- 11,304
The Virtual Assistant | The Complete Financial Advisor Toolbox
This is cheaper and far more comprehensive compared to BRT (or Echowealth). Free 30-day trial too.
This is cheaper and far more comprehensive compared to BRT (or Echowealth). Free 30-day trial too.
- 4,689
Nice find there. VSA also gives some great discounts depending on who are contracted with.
Similar threads
