Posted 50 Days Ago Job ID: 1678265 1 quotes received

Blog Writing: 3rd party model portfolios

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Hi Angela, my client would like an article like the example below. The message they want to convey (to financial advisors) is that spending your time on building model portfolios takes (your) time away from meeting with clients and prospects and growing you're book of business. That outsourcing and  ... Show more
Isaac La B United States