Hidden Gems: A Win-Win for Clients and AUM

03/03/2021 14 min Temporada 2 Episodio 1
Hidden Gems: A Win-Win for Clients and AUM

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Episode Synopsis

Owner of Highway Financial Networks, Bryan Erickson, shares how he finds hidden solutions that provide flexibility in client’s portfolios and increases AUM and why integrating data into portfolio management software is key to his firm’s success.