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3min chapter
AdviceTech Podcast #112 - Advice Designer
Ensombl Advice Australia
Innovations in Financial Advice Delivery and Cybersecurity Challenges
This chapter focuses on the shift from traditional tools to advanced web applications for paraplanners, enhancing client engagement through integrated agents in portals. The discussion also highlights the role of branding in advice documentation and the impact of new technologies on document creation and security.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode