STUDY: What challenges do CRMs face in delivering products to their clients?

• Participants will be current CRMs and Investment Advisors.
• Co-sponsored by The Risch Group, the Wharton School at the University of Pennsylvania, and Citigroup Private Bank.
• Participants will be asked to fill out an anonymous study instrument.

If you wish to participate in our current study please contact: 
The Risch Group
Tel: 212.759.5100
Fax: 212.759.5108
Email: newyork@rischgroup.com