Fahad Modak

How to Improve Sales with Next Level Client Experiences

Fahad Modak shares an article on how to improve sales and scale business by delivering differentiated client experiences in asset and wealth management. The asset and wealth management industry continues to experience a lot of consolidation with deals such as Morgan Stanley/E*Trade/Eaton Vance, Schwab/TD Ameritrade, and Franklin Templeton/Legg Mason. Scale is becoming an important competitive […]