| Publisher | Financial Profiles | ||
|---|---|---|---|
| Format | Date added | 12 Oct 2008 | |
| Topics | Accounting Applications | ||
| Downloads | 29 | ||
Tom Stahl, an advisor with LPL Financial Services since 1987, serves more than 200 small business owners in the Denver area on either a fee or commission basis. An eight-year user of Financial Profiles' solution, Stahl finds the benefits of Profiles+ Professional to be in its ability to gather and organize data efficiently. The program's fact finders and input screens make the data gathering and entry processes fast and efficient. The fact finders mirror the input screens, so once Stahl has completed his client interview, he can enter and analyze the data in Profiles+ Professional to formulate a strategy for his clients.
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