Our team was wondering if anyone had partnered with WealthQuotient in the past for prospecting: https://mywealthq.com/methodology/
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Thanks in advance!
@kari.stokosa No worries - thanks for your note!
I'm not sure if anyone else saw this presentation but there are some provocative ideas here related to more assertively managing portfolios. I'd be curious to hear if others are following some of these practices as well as if there's any interest in testing some of them.