Podcast

The Point Podcast - Transforming the Art and Science of Wholesaling

Episode 1

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Matt Schiffman LinkedIn Icon
Principal - Distribution Insights
Broadridge

Using algorithms to identify model portfolio usage by advisors.

Predicting the predictors: Join host Matt Schiffman, and Brian Foote, VP of Data and Analytics at Broadridge, as they discuss the story behind an algorithm that identifies which advisors and firms are using model portfolios. Learn why this insight is critical to your distribution strategy.


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