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Maureen Orlando
Partnering with Investment Advisors to Increase Client-Retention Rates While Putting Their Back Office Tasks on Autopilot Using Our Proprietary Asset Scale™ Model | President of MTO Financial Services
Maureen Orlando is a seasoned wealth advisor with a strong focus on attracting High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. She transitioned to an independent advisor to have more control over her time and income potential while recognizing the importance of automating backoffice tasks to free up time for client acquisition and asset management. Maureen offers a proprietary Asset Scale™ Model aimed at streamlining operations for wealth advisors, allowing them to concentrate on core business functions and client wealth growth.
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Location
New York City Metropolitan Area
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