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The Future Focused RIA

Seeking Risk: The Fab Rick Show

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Introduction

Shannon Rosic is the director of wealth staff content and solutions at Informa Connect. Shannon spent her career helping wealth management companies marketing efforts. There's a lot we can cover to tap your brain on trends in wealth management and technology. Head to FabRickRisk.com where you can subscribe to this show, explore resources, and set up a time to demo the fabric software.

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