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Preparing for the People-Centered, Technology-Enabled, Financial Planning Engagements of the Future
This session describes the current fintech environment and the best practices for successfully integrating these tools into your practice. We focus on using these tools for efficiency, saving the advisor time, and deepening the client relationship. Our goal is to maximize the effectiveness and impact of each advisor and maximizing value to each client and their family.
*Discount available for AFCPE members