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6min chapter
The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund
Monetary Matters with Jack Farley
Navigating Client Acquisition in Financial Services
This chapter delves into a financial firm's targeted client acquisition strategy, focusing on independent financial advisors in smaller cities. It examines the industry's evolving landscape, challenges in mutual fund management, and the impact of technology on client relationships post-COVID-19.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode