Learn from one of the most renowned asset management firms with a large network of financial advisors around Latin America, how they attracted the right advisors, at the right time, to exponentially grow their AUM.
In this episode, we discuss everything from how to implement technology to how Bolton took advantage of a shift in the marketplace to gain market share.
[Watch the video for English subtitles] En una entrevista que abarca desde las claves para el crecimiento personal y profesional, hasta el desarrollo de tecnología en asset management, hablamos con Martin Litwak sobre los desafíos de crecer en esta industria como asesor financiero y como proveedor de servicios. Según Martin, la real prueba de un…
For more than 18 years, Alejandra has designed successful marketing and communications strategies drawn from her background in financial technology, marketing, online strategies, journalism, public relations and event planning. Her career spans diverse industries, including financial services, technology, education, publishing and event planning in the U.S. and Latin America.
Slata has supported dozens of financial services firms with strategies that combine traditional and digital marketing, product development, journalism, public relations and event planning to land more and better clients, increase brand awareness and improve profitability.