Advisors had to adapt virtually overnight to remote work during COVID-19. Now they have a once-in-a-life opportunity to capitalize on the technology transformation they befitted from.
2023 is poised to be the year of advisor productivity to meet this growing demand, so how can advisors utilize technology to drive growth, and ultimately, a better client experience? Join on Mar. 29th as our panel discusses the role of technology in changing and improving client experiences.
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