FinTech and Asset Management

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FinTech solutions can be a significant component in the growth and success of asset management firms.” – David Halligan, SalesFocus Solutions

Finding and Developing Your Story

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“Marketing is no longer about the stuff that you make, but about the stories that you tell” – Seth Godin, author of Tribes

 

"Launching a Mutual Fund" Series

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"You need to review the considerations for long-term success when launching a fund, not just the immediate costs to organize and operate a fund." - Jace Schuppan, Ultimus Fund Solutions

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