Adapting to the new world of financial advice and wealth management – S3E34
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Adapting to the new world of financial advice and wealth management – S3E34

A discussion about adapting to the new world of financial advice and wealth management

Getting the most out of technology for your financial planning practice – S3E31
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Getting the most out of technology for your financial planning practice – S3E31

A discussion about solid principles and approaches you can and should follow to ensure you get the most out of the technology you implement and use in your practice.