How a Cold Call Led to a Deal with Scottrade for ASI’s Rebalancing Software
It was an idea born of convenience. Neal Ringquist, President and Chief Operating Officer of Advisor Software Inc., was planning a trip to St. Louis to meet with one of their clients, EverBank. He knew that Scottrade® Advisor Services was also headquartered there. The thought seemed natural to him to give them a call and […]
