How leveraging outsourced technology enables an active trading shop to attract young, successful professionals as clients and attract new financial ad

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WHAT DOES DATA AGGREGATION MEAN TO YOU? Third in a series of personal success stories from financial advisors issue no. 3 How leveraging outsourced technology enables an active trading shop to attract young, successful professionals as clients and attract new financial advisors. nlike many independent financial advisors, we have a strong focus on young and successful professionals under 55,” says Andy Seth, Managing Partner of LotusGroup A

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How leveraging outsourced technology enables an active trading shop to attract young, successful professionals as clients and attract new financial ad

How leveraging outsourced technology enables an active trading shop to attract young, successful professionals as clients and attract new financial ad

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