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8min chapter
Max Winthrop: 'Quirkiness Matters' | Next Gen
Barron's Advisor
Centralizing Resources for Enhanced Efficiency
This chapter discusses the critical need for centralizing resources within advisory firms to streamline operations and minimize redundancy. It also explores the transformative role of technology, particularly AI and smart integration systems, in reshaping data strategies and fostering a culture of innovation in financial advisory practices.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode