Frank Coates IMCA Interview On The Client Relationship Process

by | Jun 10, 2016 | Announcement, Press | 0 comments

 “The core of our business is the relationship between you and your client,” says Frank Coates, CFA®, of Wheelhouse Analytics.  Coates explains how deepening these relationships can give you the tools to provide the best solutions for clients’ real needs.  This video was taken behind the scenes at the IMCA 2016 Annual Conference Experience.  The conference’s five main focuses are institutional consulting, investment management, advanced business strategies, alternative investments, and advanced wealth management.

 

To watch the full video in its entirety, please click here.

 

 

 

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