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Author: Jean Sullivan

7 Tips for Selling Software to Broker-Dealers

September 28, 2020September 29, 2020 Jean Sullivan  Industry Analysis

EXECUTIVE SUMMARY How embedded is your competitor’s product in the broker-dealer’s infrastructure structure?  How does your pricing align with your value proposition?  Have you built up a base of advisors who use your product? These are just a few of the questions that we ask our wealthtech clients as part of our Sales Enhancement & […]

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The Wealth Management Today blog is published by Craig Iskowitz, founder and CEO of Ezra Group, a boutique consulting firm that caters to banks, broker-dealers, RIA’s, asset managers and the leading vendors in the surrounding #fintech space. He can be reached at craig@ezragroupllc.com

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