Gretchen Wilson
2 SlideShares
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marketing sales financial services asset management advice distributors investment investing broker dealers customer relationship management mutual funds
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Présentations

(2)

Death of a Salesman:The Value of Information in Lieu of Sales - Executive Summary-20180315

il y a 6 ans • 75 Vues

Death of a Salesman: Broker Dealer/Platform/Advisor Trends - Executive Summary 2018

il y a 6 ans • 155 Vues
Mots-clés
marketing sales financial services asset management advice distributors investment investing broker dealers customer relationship management mutual funds
Tout plus