WealthTech Spotlight 2024

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Where Has All the Growth Gone? Robb Baldwin of TradePMR cautions M&A as a growth tactic TradePMR wants advisors to understand that doing an M&A transaction is not necessarily going to help them grow, and they need to get back to organic growth instead. Robb Baldwin, CEO of TradePMR discusses the launch of Advisor Evolution Sciences, to help coach advisors and get them back to an organic growth strategy.

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