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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

Introduction

John Henderson discusses his journey of leaving Merrill Lynch to launch his own firm and how he combines technology with high-touch service to provide a strong client experience. He also shares his use of blockchain and digital assets, focus on tax and estate planning, and his experience of going through the breakaway process during the pandemic.

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