If you are, together with the fact that you execute trades and maintain accounts for your customers you're a broker.You market to the least sophisticated, smallest investors out there.

Wall Street often doesn't highlight these options because they make money from the fees on traditional investments, but with a Self-Directed IRA or Self-Directed 401(k), people can take control of your retirement savings and invest directly into real assets if they wish.Here’s how it works:1.

In my prior life, I was responsible for customer success for large healthcare systems.  

They were having trouble with their third party payment service before the current crisis but I wonder if the problems they are having now has something to do with them not handling customer payments properly (not putting in a sort of escrow account). 

You can also create reusable templates with custom fields.5. 

We just launched a new subscription called Business where you can highlight your services.

Would love to see the highlights or a recap

I switch to QBO and then realized I needed 1 subscription for each of my LLCs and custom setup for reports.

I also have a contracting/remodeling background (mostly custom kitchens & baths) in CT, and am finally delving into the REI space too. 

Additionally, our strategic marketing efforts highlighted the property's new features, attracting buyers quickly.