Category: Business Development

1 post categorized as "Business Development"


Tough Sales Love for RIAs

May 24, 2016

Envestnet was kind enough to invite me to participate in a panel discussion last week at their Advisor Summit in Chicago.  The topic was “Growing Your Firm’s Top Line Through The Headwinds.” I arrived to the session with prepared remarks in line with our M&A support services, as well as our operations and technology consulting…

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