| | | Join this panel discussion to hear from three female executives paving the way in wealthtech. Learn how to grow your business, improve your process, and elevate your client experience. |
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| Sindhu Joseph | | CEO CogniCor
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| Penny Phillips | | Co-Founder & President
Journey Strategic Wealth
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| Claudia Kane | | CFP, CIMA, CPWA, CDFA, ADPA
Financial Planning Association, Raymond James |
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