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The Billion Dollar Team

Mark ESKIN and Ed BLUMENTHAL crossed the $1 Billion AUM line in October 2012. They have each made the Barron’s America’s “Top 1,200 Financial Advisors (2014, 2015 and 2016).

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Ed Blumenthal and Mark Eskin are the principals of Stedmark Partners, the top team at Janney Montgomery ScoM.

Mark and Ed crossed the $1 Billion AUN line in October 2012. They have each made the Barron’s America’s “Top 1,200 Financial Advisors (2014, 2015 and 2016).

In Mark’s talk, “Efficiency and Scalability,” you will learn how this team deploys team meetings, voice recognition, brag wall, model day, hierarchical referral association report and other tools to build the infrastructure to support $1B AUM and climbing.

In “Relationship Mapping,” Ed focuses on this extremely powerful tool. You will learn why the team spent a year focusing on identifying and mapping the people their clients knew that they wanted to know.

You will learn who they are mapping and how they are segmenting and ranking strategic partners. Ed will share success stories and, very importantly, will explain which relationships they are including.

Make sure download their handouts. In addition, we have included copies of the slides.

Mark and Ed’s presentation were recorded on audio only. So the slides plus their handouts are essential for maximum understanding.

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