Únete a Marie y Jonny Swift mientras conversan con líderes en servicios financieros, compartiendo ideas, prácticas y herramientas para asesores independientes.
Revolutionizing Client Services with IRS Data Integration with Kevin Knull, CFP®
S1 E74 • 18 mins • Oct 23, 2024
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Oct 23, 2024
Revolutionizing Client Services with IRS Data Integration with Kevin Knull, CFP®
S1 E74 • 18 mins
Sep 23, 2024
AI in WealthTech + Custodian Research Reports + Cyber Training with John O'Connell
S1 E73 • 16 mins
Sep 9, 2024
Revolutionizing Financial Advisor Marketing with Precision Video Ads with Alex Khassa
S1 E72 • 14 mins
Jul 23, 2024
Unlocking Behavioral Finance - Insights from A Wealth of Well-Being with Meir Statman
S1 E71 • 38 mins
Jun 28, 2024
Unlocking Success with Passion, Partnerships, and Positive Mindset with Derrick Kinney
S1 E70 • 35 mins
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