Testimonial from Jessica Maldonado of Searcy Financial Services
"We were early adopters of Hidden Levers technology and now consider it a key tool for our practice. We’ve used it to become better at making defensive investment decisions, for teaching employees about the macro-connections between pinpointed economic uncertainty and the markets, and we’ve been successful at utilizing the comparative analysis tools to win more business and in client meetings to address concerns expressed by clients. And we love that they integrate with our nearly all of our other technology!"
Jessica Maldonado, AIFA®, GFS™, C(k)P®, PPC™