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Margolis Advisory Group provides consulting services exclusively to investment management firms to enhance sales growth and retention through people, product and process improvements. more...
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| Our expertise and perspective is extremely helpful to investment managers in thinking through problems and analyzing the marketplace.We also feel strongly that our clients benefit most when that thinking is translated into execution. more... |
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Jeffrey Margolis, CFA, founded Margolis Advisory Group after spending more than 25 years in the investment management industry focusing on sales, marketing, client service, and product management. more... Clients |
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