by btsdev | Oct 23, 2022 | Testimonial
“Successful advisors surround themselves with subject matter experts to leverage their time & own expertise. BTS has been our subject matter experts both during our practice transition and for many ongoing initiatives since then. We consider BTS an extension of...
by btsdev | Oct 5, 2022 | Testimonial
“BTS was invaluable in helping us set up our RIA. They were true partners and helped with every aspect of setting up the business. Brianna, Tarra and Kara are an absolute pleasure to work with. They could not be more professional, responsive and friendly. In my case,...
by btsdev | Oct 5, 2022 | Testimonial
“BTS organized and coordinated our transition to independence across the board on all aspects of starting a business. By the end of our successful transition, the BTS team had become family to our new firm FCS Private Wealth Management / Family Office. Our success is...
