I’m going to make a bold statement that I’ll bet many advisors in the financial industry have never thought about, but are guilty of showing their clients almost daily.
Are you ready?
Here we go.
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As the world moves deeper into a technological space working faster and more efficient, how are you keeping up? Although file cabinets filled with old client data and Excel spreadsheets may have …
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Updated September 6, 2023, at 12:27 PM Many believe that financial services is currently undergoing one of the most significant transformations in history. As innovations become relevant, an ongoing metamorphosis will reshape …