November 2019
Greetings!

Thanksgiving for Wealth Advisors & Cotton Farmers!
 
Driving near the Alabama/Florida border around this time of year, I see scenes like this that signify the end of the cotton harvest, with the plants picked nearly clean and the colorful bales rolled in what looks like candy, but not that kind of cotton candy! The technology advances in farming make this process much easier and efficient now.
Tech has also advanced greatly in Financial Services, so why do wealth management firms still dread and struggle through quarter/year-end processing & reporting? How can they entertain significant growth – be it organic or through acquisition – without creating proportional overhead? Otherwise, what’s the point in growing?
 
If your top objectives are high-margin growth and operational efficiency, call us to find out how your savvy peers have achieved this by working with UNAPEN.

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Best Regards, 
David Gemma, CEO/CMO at UNAPEN, Inc. 
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