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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

CHAPTER

Technologies for Better Client Communication and Understanding

This chapter discusses various technologies like Advice Pay, FP Pathfinder, and Asset Map that help with client communication and provide a better understanding of clients' financial situations. They highlight the benefits of using these tools for onboarding new clients, conducting productive meetings, and ensuring nothing is overlooked in the planning process.

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