Shareholder Services Group Conference 2019

The secret to understanding your clients? Know thy past

May 20, 2019 @ 12:00 am

Runtime: 2:45

If you want to understand your clients' decision making, take a look into the decisions they've made in their past. Live from the Shareholders Service Group Conference, Sarah Fallaw of DataPoints explains how the data can offer amazing insights.

0
Comments

What do you think?

Video Channels

Recent Events

Schwab IMPACT 2019

Monday, Aug 5, 2019

Roving Reporter: 2019

Monday, Aug 5, 2019

Schwab ICON 2019

Wednesday, Jul 10, 2019
X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.