Case Study
Cooper Lapman Financial, LLC
“We were incredibly impressed with the initial training that we received. Advent OnDemand ® is easy for us to use. ” Mimmy Cooper, Principal, Cooper Lapman Financial, LLC Client Story Advent OnDemand Cooper Lapman “Keeps It Simple” with Advent OnDemand® Mimmy Cooper and Mark Lapman left their C-level positions with a large Boston invest- ment ?rm to start their own ?nancial plan- ning and investment advisory practice. They had a straightforward i