Browsing Tag

finance

Best CRM for Financial Advisors

Best CRM for Financial Advisors Personal relationships are at the core of any financial advisory practice, and with the rise of robot-advisors they’re set to become even more important over time. But the problem is that the relationship…

Jamie Dimon – A Billionaire Banker

Jamie Dimon – A Billionaire Banker Pulkit Sharma || The CEO Magazine Jamie Dimon is a business executive and a billionaire from America. He is the CEO and chairperson of one of the biggest banks in the world, JP Morgan Chase and it is…

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