This webinar on Jan. 24th will review the findings of new research on wealth managers and retirement plan advisors and provide insights that can give advisors in either camp a competitive edge as the market evolves.
It is much less disruptive to take the time and train everyone on existing software tools than it is to convert to an entirely new system that requires you to transfer data along the way.
At Heckerling, Alan Gassman details the concrete steps he's taking toward increasing diversity and inclusion among those in the estate-planning industry.
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