Overview

My practice focuses on a holistic approach for our clients by not just managing investments but also tax services and estate planning services. Our success has come from our ability to cross sell multiple products and services to our growing client base. In addition, we have a full time marketing director on staff to facilitate communication and event management. I am looking for an existing practice that would benefit from our ability to cross sell and increase depth and number of referrals from our marketing process.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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