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Total: 12 results found.

... of how cloud computing can be leveraged today. Now in his second year as an independent RIA, we have worked with Brent and his business consultant, Ginny Hudgens of www.backofficeadvisor.com to increase ...
... are requiring more of their time, accelerating the need for greater efficiency in their businesses. On the occasion of its annual EXPLORE event, Charles Schwab, the leading provider of custodial, operational ...
3. Julien Mordecai
(AllBo Content/meet the team)
Julien Mordecai – I have served independent advisor entrepreneurs for 15 years.  I co-founded AllBackoffice Consulting LLC with Lisa Welborn to fulfill my passion for working more closely with these business ...
4. Lisa Welborn
(AllBo Content/meet the team)
... the very best service in our niche industry! My most recent position was as a Sr. Business Analyst for Charles Schwab working in the Investment Adviser Data Delivery area.  During my 14 year career with ...
5. Kathy Moser
(AllBo Content/meet the team)
... clients to bring success to their businesses so I am excited to be working towards the long-term goals of our new advisor clients at AllBackoffice Consulting. I hold a Bachelor of Science Degree in Business ...
6. Web Links
(AllBo Content/bo content)
News Services The Wall Street Journal Investor's Business Daily Barron's Online ...
7. Technology and Operations Consulting
(AllBo Content/bo content)
... technology or consulting partner.  The new world of corroborative business alliances with the help of technology, allows us to introduce you to experts in almost any area of your financial services practice. ...
8. Services Overview
(AllBo Content/bo content)
... our model for the business, AllBackoffice Consulting provides outsourced managed technology along with a commitment to limited conflict-of-interest consulting to help advisors leverage the best tools and ...
9. Why & Who?
(AllBo Content/bo content)
... RIA as our model for the business, AllBackoffice Consulting provides outsourced managed technology along with a commitment to limited conflict-of-interest consulting to help advisors leverage the best ...
10. Hosted Network Solutions
(YOOtheme/YOOcarousel (Slideshow) Newsflash)
Hosted Network Solutions Get efficient WORKFLOW for your business.  Learn more... ...
11. Simplify Your Advisory Business
(YOOtheme/YOOtheme)
... on understanding your ongoing needs and long term goals.  With the traditional independent RIA as our model for the business, AllBackoffice Consulting provides outsourced managed technology along with ...
12. Business News
(News Feeds / Business: General)
http://headlines.internet.com/internetnews/bus-news/news.rss