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Leveraging Technology & Data
Tech in Business
98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.
Client Life Events
Asset Transfer and Legacy Planning
As you prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of your business. Discover insights on family dynamics and a tool to help you develop a strategy for key clients.