Connie Jones
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Becca Sarratt and
Scott Bordelon are now friends 9 years ago -
Becca Sarratt and
Cathy Bailey/Castleview Partners, LLC are now friends 9 years ago
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Becca Sarratt and
Kathy Beers are now friends 9 years ago -
Becca Sarratt and
Janice Bordelon are now friends 9 years ago -
Stacy McMartin and
Amy Strickland are now friends 9 years, 1 month ago
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Ray Shirley and
Amy Strickland are now friends 9 years, 1 month ago
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Melissa McCune and
Jason Slininger are now friends 9 years, 1 month ago
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Brad Corrigan and
Jason Slininger are now friends 9 years, 1 month ago
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Becca Sarratt and
Jason Slininger are now friends 9 years, 1 month ago
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Lisa Turner and
Lisa Valentine are now friends 9 years, 1 month ago
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Brad Corrigan and
Lisa Valentine are now friends 9 years, 1 month ago
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Ray Shirley and
Nate Lozeau are now friends 9 years, 1 month ago
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Ray Shirley and
Benjamin Rawlings are now friends 9 years, 1 month ago
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Ray Shirley joined the group
Platform Support 9 years, 1 month ago -
Ray Shirley and
Tyler Magnussen are now friends 9 years, 1 month ago
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Becca Sarratt and
Bettina Adams are now friends 9 years, 1 month ago
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Brad Corrigan and
Candy Chrisman are now friends 9 years, 1 month ago
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Ray Shirley voted up to a reply by Jennifer Burton in the topic Quik! Integration for TAMPS 9 years, 2 months ago
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Renee Fast and
Danny Brown are now friends 9 years, 2 months ago -
Becca Sarratt replied to the topic Advisory Fee Benchmark in the forum Reporting 9 years, 2 months ago
I’m working with our Trends team to find out if those are filters that can be added and what it would take. I’ve also asked about your fee % question. I will follow up via email.
Regarding Ascent, I see you’re already invited to the Reporting trail. I did go ahead and send you an invite to the Reporting Expert trail as…[Read more]
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