invest1 distinct publisher
Fidelis Capital's pitch: 50 families per manager, and a bank that priced in the exits
Rick Simonetti says Wells Fargo accepted client departures as the cost of paring back. Four years and just under $3 billion later, referrals rather than recruited books filled his firm.
Publishers:americanbanker.com
Reality
- Evidence24
- Adoption42
- Hype gap−8
- Incentives74