growth

Seeing the whole within its parts

Seeing the whole within its parts 150 150 Jerry Murphey

What advisor practices of all sizes want is a cost-effective, front-to-back solution that serves as an alternative to the fragmented transactional selling approach used by financial institutions of all sizes.  This presents a great opportunity for asset managers and platform service providers who can apply a consultative selling process to demonstrate how a whole organization…

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