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Sponsor Content from Orion Advisor Tech
Web Seminar
The great wealth transfer imposes risks to financial advisors
Thursday, May 25, 2023 at 2:00 pm ET
By proactively implementing estate planning, advisors can position themselves to build relationships with the NextGen and more importantly – deliver a service that investors don't currently feel that their financial advisor is delivering on.
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Sponsor Content from Trust & Will
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The rise of the AI-powered advisor: How bleeding-edge tech is facilitating organic growth
Wednesday, May 24, 2023 at 2:00 pm ET
Discuss the practical applications of AI in today's industry; ponder where these innovations may take us tomorrow; and explain how the tech is helping firms grow in a uniquely human way.
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