Russ D'Argento is the Founder and CEO of Fintrx. He joins todays show to discuss:
- His experience selling funds into channels like RIAs , Family Offices, and Private Wealth Groups -- and how getting good prospecting data was hard to come by
- Why he founded Fintrx to make contact information and hundreds of other data points easily available for RIAs, FOs, and Private Wealth Groups
- How AI is embedded in their platform to easily build list, gather competitive intel, and prepare for meeting
Fintrx free preview
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