Archive for October 2019
Client Experience: Where is it!?
As you know, we’ve been excited to launch our improved and easier to use Richmond Brothers’ Client Experience (see blog post here). While we were initially expecting to roll out in mid-October,…
Read MoreMatt’s Minutes September 2019
Matt discusses Richmond Brothers’ performance year-to-date through the end of the third quarter and how it compares to the broad-based indices. In addition, he covers some thoughts about the current…
Read MoreMatt, Dan and Steve Complete Advanced Training Through Ed Slott & Company, LLC
Matt, Dan and Steve completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Dallas in September. The workshop provided in-depth technical training on advanced…
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