David Halligan, from SalesFocus Solutions, the maker of the MARS Product Suite, shared his insight with Financial Advisor Magazine on the FinTech-Asset Management working relationship and how it can become a long-term strategic partners. SalesFocus is a client.
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9 Quick Tips: The Boutique Asset Manager’s Guide to Engaging High-Value Advisors
How can boutique asset management firms improve their competitiveness, build their brand, and compete for assets? Discover the nine top tactics boutique managers use to attract high-value financial advisors.
