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Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack With Jon Henderson

Financial Advisor Success

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Benefits of Using a High-Tech Advisory Firm

They discuss the advantages of using a high-tech advisory firm, such as avoiding additional costs and fees, having a primary trader on staff, and using the Pontera platform to manage 401k accounts. They emphasize the value of actively managing clients' accounts and doing business the right way.

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