?? Business Consultant| Speaker ??| Turning dreams into goals, and those goals into reality ? |
Before partnering with Milemarker, I kept hearing the same thing from COO's at wealth management firms: “We’ve got more integrations than we can count, but none of them actually talk to each other and produce accurate results!” ??♂? After nearly 20 years of business development, consulting, and seeing every vendor promise “Oh yes, we integrate with X, Y, and Z!”—I was baffled that this is still how most firms are operating. If this sounds all too familiar (don’t worry, I won’t ask you to put your business on blast by commenting! ??), shoot me a message. Let’s see if the platform that powers progress is the right fit for you. ?? #WealthManagement #DataIntegration #BusinessGrowth #Milemarker
RIA Exec..Is this you? Call me.
Business Development, Milemarker
5 个月This is so true!