You deserve to understand your financial situation, what’s possible and what’s probable. And you deserve a team of advisors that attests to knowing exactly what they know, not more. The market, like the future, is unpredictable. No one has a crystal ball, but what do have is a team of exceptional CFAs and MBAs who have made is their life’s work to protect you from unpredictability while maximizing the growth of your assets.
Data scientist and direct mail expert Parthiv Shah talks about a postcard strategy that appointment-based businesses can use to sell more of their leads.