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Jim is in the “helping wealth managers do better” business. He’s really into the markets and loves thinking about what could happen next. If you're tired of pompous strategists, overlapping research services, academic CIO’s, similar economic models, and hearing the same playbook over and over again, reach out and let’s talk. Jim would like to hear about your business and what your current research providers just don’t get.

Reach out to jim@mashupmkt.com