AdvisorFinder platform aims to put prospective clients in the driver’s seat
Entering the competitive space of client referral programs, AdvisorFinder faces the challenge of getting consumers to the site.
Jason Friedman is borrowing a page from food delivery service DoorDash and vacation rental platform Airbnb to develop a consumer-focused platform for matching financial advisers to potential clients.
The Virginia Beach, Virginia-based former Merrill Lynch representative launched AdvisorFinder las
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