Lesli Selle
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Becca Sarratt started the topic Advisory Fee Benchmark in the forum Reporting 9 years, 6 months ago
How do you plan on using the Advisory Fee Benchmark Dashboard in Trends to compare your fees against 1.5 million accounts?
Check out the Advisory Fee Benchmark Checkpoint in the Reporting Ascent Trail to learn more!
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Becca Sarratt started the topic Advisory Fee Benchmark in the forum Reporting 9 years, 6 months ago
How do you plan on using the Advisory Fee Benchmark Dashboard in Trends to compare your fees against 1.5 million accounts?
Check out the Advisory Fee Benchmark Checkpoint in the Reporting Ascent Trail on the right to learn more!
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Allen Padilla and
Becca Sarratt are now friends 9 years, 6 months ago -
Allen Padilla and
Andrea Gibb are now friends 9 years, 6 months ago -
Allen Padilla posted an update 9 years, 6 months ago
@michaela-fairesorionadvisor-com hello friend. 🙂
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@allenpetersonwealth-com hey! good to hear from you. hope you like using Orion social.
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Becca Sarratt and
Bob Lamberty are now friends 9 years, 6 months ago -
Allen Padilla posted an update 9 years, 6 months ago
@jina-horton Hey, I don’t know the protocol for posts. I have a note from tech lab to ask about adding/opening up “Performance Overview Options.” Admittedly, the note is too general. Is there any chance you could read my mind and ascertain what I was thinking when I wrote it???
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Nevermind, Jina. I just took the Orion Social Ascent course and learned that I shouldn’t use this forum for support requests. My bad. I will follow this up with a chat. 🙂
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Allen Padilla posted an update 9 years, 6 months ago
@valerie-koehler friend 🙂
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Allen Padilla and
Dylan Mahler are now friends 9 years, 6 months ago -
Allen Padilla and
Karen Benner are now friends 9 years, 6 months ago -
Allen Padilla posted an update 9 years, 6 months ago
@karenpetersonwealth-com Be my Friend (Please)!
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Becca Sarratt and
Joe Porter are now friends 9 years, 6 months ago -
Becca Sarratt and
Jennifer Friederich are now friends 9 years, 6 months ago
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Becca Sarratt and
Haley Knapp are now friends 9 years, 6 months ago
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Allen Padilla and
Jina Horton are now friends 9 years, 6 months ago -
Becca Sarratt and
Ryan Cohagan are now friends 9 years, 6 months ago -
Becca Sarratt and
Zach Lindgren are now friends 9 years, 6 months ago -
Becca Sarratt and
Michael Clark are now friends 9 years, 6 months ago
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Allen Padilla posted an update 9 years, 6 months ago
@jina-horton, Can I add you as a friend?
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@allenpetersonwealth-com Yes! You should be able to go to my Profile and add me as a friend. I’ll keep an eye out for the invite!
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Becca Sarratt and
Andrea Gibb are now friends 9 years, 6 months ago - Load More
