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Sarah Baker
2 things Sarah uses or recommends, from 1 episode.
All 2 of Sarah's picks
- Black Diamond Uses it "We have an internal software that's like we'll look through Black Diamond, and they're adding in their current portfolio and then mapping that over to a Mason investment strategy... We want to show you Black Diamond, can get you set up, show you all the investments." Only Sarah
- E-Money Uses it "In our meetings this past meeting cycle, we did a beneficiary designation review for every client. And so, create a report from eMoney. Here's all your retirement accounts. And we made multiple changes." Only Sarah