Podcasts

Shop Talk: Going virtual with office technology

Rajeev Kotyan — a principal at Innovative Advisory Group, which helps wealth advisory firms innovate — discusses his organization's decision in 2008 to make IAG a virtual firm with regard to its use of technology. He tells us about the key question he and his fellow principals asked themselves before moving forward, and about the essentials of making a virtual office operate successfully. (09/2016)

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