IMCA Case Study Connections presents a study on a topic that is both timely and relevant to the investment consulting and wealth management industry. 

Released through the LinkedIn network, the intent of this publication is to generate discussion within the IMCA social network. 

One of the many benefits of your IMCA membership is the opportunity to confer with colleagues, initiate ideas, and strategize solutions within your business.  We hope these bi-annual case studies will generate thought-provoking discussions and open dialogue amongst IMCA peers.  Join the LinkedIn community at www.linkedin.com/e/gis/1620107.

Case Study Connections-past issues

• Case Study 1—Mostly Brick
• Case Study 2—Not Yet a Bonfire