Investment Adviser : The Changing Role Discussed in Research Magazine

by | May 27, 2008 | Asset Management

We’re delighted to tell you Mullooly Asset Management was prominently mentioned in an article in the June 2008 issue of Research Magazine. “Research Magazine” is an industry magazine that reaches over 94,000 investment advisers and stockbrokers, who in turn advise 30 million individual investors.

The article, titled “What Kind of Teams Will Work?” written by Bill Good, Chairman of Bill Good Marketing Systems in Draper, Utah describes the changing complexion of the investment adviser in 2008. Bill spent a great deal of time with Tom Mullooly, President of Mullooly Asset Management learning how Tom has leveraged the resources available and adopted the newest technology to stay in touch with his clients.
Take a moment to read the article by clicking this link.

Join our Newsletter

Mullooly-Main-Logo

Future-Proof Your Finances

Download the 25-Year Success Strategy

 
Enter your email & get this free PDF download to help you prepare for the next 25 years.  We will send periodic updates as well. Unsubscribe at any time.

You have Successfully Subscribed!

Share This