Beyond Lead Generation: How Zoe’s Wealth Platform Supercharged Capasso…
Source: Beyond Lead Generation: How Zoe's Wealth Platform Supercharged Capasso...
Discovered on: 2022-01-18 22:27:05
Zoe, a leader in connecting highly-vetted financial advisors with pre-qualified prospective clients, released today new data on their partnership with Capasso Planning Partners, a registered independent advisory firm (RIA) of experienced wealth managers.
Press Release
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Jan 18, 2022 17:27 EST
NEW YORK,
January 18, 2022 (Newswire.com) -
Zoe, a digital wealth management platform that connects clients with the best interest-aligned financial advisor for them, publicly shared today their ongoing partnership with Capasso Planning Partners. Instead of offering basic lead generation for financial advisors, Zoe ...