After speaking with scores and scores of licensed sales assistants, and the advisors they support in the wirehouse, independent and RIA channels, Registered Rep. has a pretty good idea of what would ...
Registered Representative magazine's second annual Sales Assistant Study surveyed 329 sales assistant subscribers (and assistants of broker-subscribers) in July and August to uncover key information ...
NEW YORK--(BUSINESS WIRE)--Pipedrive, the easy and effective sales CRM for small businesses, introduced its new AI-powered Sales Assistant today. Now in beta, it provides sales professionals with ...
Vidyard Prospector is the first AI-powered sales assistant to fully automate the tasks of hyper personalized outbound prospecting, helping sales reps and startups unlock new revenue. KITCHENER, ...
Since 1988 FINRA has had a registration category for "Assistant Representatives-Order Processing." FINRA Rule 1041 defines an Assistant Representative-Order Processing as "persons associated with a ...