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…
