Download Presentation
PDF-Case Study 2: Overstaffed Hybrid RIA with Compliance Concerns, Seekin

PDF-Case Study 2: Overstaffed Hybrid RIA with Compliance Concerns, Seekin

Author : kittie-lecroy | Published Date : 2015-09-18

Increase Profitability Advisory firm with an independent BD affiliation was managing approximately 280 million across 6 advisors The firm found FocusPoint as they

Presentation Embed Code

Download Presentation

Download Presentation The PPT/PDF document "Case Study 2: Overstaffed Hybrid RIA wi..." is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.

Case Study 2: Overstaffed Hybrid RIA with Compliance Concerns, Seekin: Transcript

Show More