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How two ex-myCFO guys are winning big RIA clients by using a pilot fish strategy to win Advent clients without harming the host

WealthSite is a no-name, but its customers are not, and it's winning by skimming the performance reporting off the top of Advent and PortfolioCenter accounts

Thursday, April 4, 2013 – 7:02 PM by Kelly O'Mara
Admin:
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Bo Dong: We actually are helping Advent, not so much taking business away. Otherwise, you probably would have jumped.

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