Penetrating the RIA/Family Office Space
Recorded On: 04/25/2018
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Join Nicsa for a distribution call with Foreside Financial Group, Pacific Life, Independent Financial Partners, and Massey Quick Simon. The panel will discuss best practices for penetrating and interacting with key investment research teams including keeping them up to date on products and performance, and how to best differentiate your firm and strategy. The formal portion of the call will be followed by an informal question and answer period.