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The Unique Advantages of a ProRRT℠-powered Online Meeting With Clients
DTC’s Professional RapidReview Tool℠ “ProRRT℠” now makes online meetings with client a competitively advantaged and more profitable preferred choice. Such meetings require no travel
Timely Alert for CPA/PFS Investment Advisors
Start now with a powerful new way to recruit investment clients from your tax client base. Recruiting investment advisory clients from among your own tax
“Decision Paralysis” – The one reason why it’s so hard to pick great mutual funds that is worse than you may have imagined.
Having too many choices and too much information about them can make deciding which to choose paralyzingly difficult, if not practically impossible. On January 10th,
RITA℠ Is Now Here. Are You Prepared for “The RITA Effect℠”?
That’s “good news” for investment advisors using the ProRRT℠ – Rita℠ could prove to be a source of new clients. Early in our development of
How to Recruit New Clients Using the ProRRT℠ “Checkup Tool”
One of the key uses of the free ProRRT℠ Checkup Tool is to enable investment advisors to check how well the mutual funds and ETF’s
“MoneyBall” For Mutual Fund & ETF Selection
Let the ProRRT℠ help improve your investment selection the way “MONEYBALL” forever changed baseball player selection. What’s “MONEYBALL”? It’s not just the name of a
The Unique Advantages of a ProRRT℠-powered Online Meeting With Clients
Timely Alert for CPA/PFS Investment Advisors
“Decision Paralysis” – The one reason why it’s so hard to pick great mutual funds that is worse than you may have imagined.
RITA℠ Is Now Here. Are You Prepared for “The RITA Effect℠”?
How to Recruit New Clients Using the ProRRT℠ “Checkup Tool”
“MoneyBall” For Mutual Fund & ETF Selection
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