Death of a Wholesaler: The Future of Asset Management Marketing

Still image of always be closing scene from the movie “Glengarry Glen Ross”

I’ll start off by saying that prior to joining Blueprint Investment Partners, I was nicknamed “MC Spammer.” Yeah, that’s right. It was funny…at first. In fact, I joined Blueprint Investment Partners because I knew there had to be a different way of engaging and partnering with financial advisors: no scripts, no “hard close,” just creating…

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