FundSvcs Community

Relationship Mapping Roundtable

  • 1.  Relationship Mapping Roundtable

    Posted 26 days ago

    Relationship Mapping is a HOT topic, and last week we ran a very informative roundtable discussion with 6 industry leaders.  The discussion lasts an hour, and is posted at https://info.pursuant.com/relationship-mapping-webinar .  If Relationship Mapping is of interest to you, then I strongly suggest that you check this out.  And the best news is that its free!!

    Best,

    Doug Cogswell,
    EVP Pursuant || Founder Advizor
    630-971-5201



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    Doug Cogswell
    Pursuant, Advizor Solutions
    doug.cogswell@pursuant.com
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