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Leveraging Technology to Gather Assets
Episode 36 • 15th March 2024 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 01:03:49

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In this episode we discuss leveraging technology to enhance the client experience, engender trust, optimize client discovery, identify next best actions, and strike a balance between high-tech and high-touch. Our guests include Jonathon Allen, President of Wescom Financial Services, and Scott B. Wilkins, VP of Ameriprise’s Advisor Business Development Group

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