Ramona Leitao - Investment Executive

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Advisors’ Report Card 2018

Succession is more important now

August 24, 2018 Ramona Leitao

Insurance Advisors’ Report Card

Advisors are split on their back offices

July 27, 2018 Ramona Leitao

Report Card on Banks

Mixed reviews for marketing efforts

June 22, 2018 Ramona Leitao

Dealers’ Report Card

CRM2 statements cause confusion

June 1, 2018 Ramona Leitao

Brokerage Report Card

Struggles with online access

April 27, 2018 Ramona Leitao