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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by Joel P. Bruckenstein, David J. Drucker

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Chapter 11

Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms

Louis P. Stanasolovich, CFP

CCO, CEO, Founder, and President, Legend Financial Advisors, Inc. and EmergingWealth Investment Management, Inc.

Christopher J. Kail

Director of Marketing

Sherri M. Slafka

Communications Coordinator

Daniel D. Kleck

Marketing Coordinator

Since its founding in 1994, Legend Financial Advisors, Inc. (Legend), based in Pittsburgh, Pennsylvania, has been widely recognized by its peers, and the financial advisory media, as one of the more innovative firms in the country. Legend’s technology solutions, some costing as little as $25, have helped create a more efficient and productive workplace. Obviously, creative ...

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