In her role as Vice President and Manager of Enterprise Consulting at AssetMark, Melissa Intezar helps financial advisors grow and evolve. Her primary responsibility is managing the design and delivery of consulting content to producer groups, hybrid firms, and ensemble RIAs. She also runs […]
The post Melissa Intezar on Strengthening Relationships with COIs appeared first on Becoming Referable.
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John Anderson on the Future of Referrals
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