BeyondIRR (@beyondirr_hq) 's Twitter Profile
BeyondIRR

@beyondirr_hq

We enable investment advisors with deeply customized portfolios and investment insights so that they can focus on what matters the most - their clients

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calendar_today10-11-2021 14:37:52

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BeyondIRR
@beyondirr_hq

3 years ago

Worried about Client Retention? 5 ways you can prepare yourself to retain your wealth clients in competitive market Identify Gaps in Clients Portfolio A specific discussion about the client's needs will impress that person more than a generic one