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 .  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!!


    Doug Cogswell,
    EVP Pursuant || Founder Advizor

    Doug Cogswell
    Pursuant, Advizor Solutions