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Consultant Database Reporting Challenges

  • tsandoz
  • Apr 26, 2023
  • 1 min read

At IMSS we are experts in consultant database reporting so our CEO, Trisha Sandoz, was excited to write this article - "Consultant Database Reporting Challenges: How managers can increase their visibility and avoid missing out on search activity" - for inclusion in April's newsletter for NAAIM. You can view the article on Page 13 here.


Written from her 28+ years of Institutional Sales & Marketing and consultant database experience, the article offers a lot of insight in how managers can improve their reporting and increase their screening opportunities. You can find the article on Page 13.



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