How well-run, well-capitalized and recession proof is your direct investment portfolio?
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Get a 5-stage road map to strengthen your direct investing approach.
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Hosted by Tom Smith, Castine Consulting’s EVP of Sales, and featuring Mirador’s Expert Services Associate, Suzanne Mick Stafford, they discuss specific use cases and the benefits clients receive by leveraging Castine’s Commissioner, their powerful compensation management system.
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Castine Consulting’s EVP of Sales, Tom Smith, hosted Mirador’s Founder and CEO, Joseph Larizza, to discuss how the combination of Castine’s best-in-tech solution and Mirador’s exceptional service deliver huge benefits for advisors.
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Listen in on the latest installment of the “Solutions for the Modern Family Office” series, where Jamie McLaughlin and his esteemed panel of guests evaluate the technological advances being made in wealth management.
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Mirador hosts experts from KnowLedger and Strategic Accounting Outsource Solutions for an insightful discussion on the options available for family office accounting.
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Implementing a private investment portfolio management strategy focused on addressing “getting stuck” is the first step in reducing this risk.
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A Year-Round Process That Is Not a Stand-Alone Strategy
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How Mirador Excels at the Work of Protecting Financial Health
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