Practice Management
Data Mining and Your ‘Future Client List’
January 10, 2013
New data mining companies offer advisors access to detailed personal information and intelligence on prospects and clients. David Friedman of Wealth X describes what kind of information can be found and how advisors can use it to generate leads.
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Practice Management -
Practice Management -
Practice Management -
Practice Management -
Practice Management -
Practice Management -
Practice Management -
Practice Management
