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Investments & Advanced Planning Automation: Leveraging Upload to Insight Tech to Boost Prospect Conversion & Client Retention

Learn how financial advisors are leveraging modern technology to accelerate business development and streamline client education.

Andrew Altfest (CEO & Founder, FP Alpha)
Josh Smith (CEO & Co-founder, VRGL)

During the sebinar they cover:

The webinar will conclude with live Q+A with Andrew Altfest and Josh Smith.

Watch the webinar here.