RIA, Family Office, and Private Wealth Prospecting Data with Russ D'Argento, Fintrx Founder and CEO

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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

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