4 Recent Innovations Modernizing Our Practice

Jul 17, 2023 / By Debra Taylor, CPA/PFS, JD, CDFA
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Successful advisors are always looking for new ways to run the practice and serve clients better. From a system that seamlessly generates referrals to tech that makes meeting preparation more efficient, this veteran advisor shares the innovations that are keeping her practice up with the times—and keeping her clients smiling.

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