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Hou-Sear team applies Goldman Sachs marketing approach in second year as RIAs

Luminous Capital uses intensive cold-calling and a breakaway strategy to augment giant referral flow

Author Brooke Southall February 16, 2010 at 5:01 PM
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David Hou and Mark Sear believe cold calls have a place at an RIA.

Mark Sear

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David Hou



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