STP Featured In WealthManagement.com Mid-Year Outlook
For growth-oriented wealth management firms, the pandemic did more than simply demand they embrace digital capabilities. It opened the world up. And to continue competing for and retaining clients in today’s “new normal,” these firms need to prioritize where their time is best spent.
Our CEO, Patrick Murray, built a three-step framework for re-evaluating your organization’s approach to relationship building, business development and client service, featured in WealthManagement.com Mid-Year Outlook. Read more here: https://bluetoad.com/publication/?m=62351&i=758140&p=154&ver=html5