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Meredith Connell

Meredith Connell is a Sr. Product Manager for Wealth Management. As a Certified Financial Planner (CFP®), Meredith defines and oversees product features that improve advisor, investor, and home office efficiencies, with a focus on Digital Onboarding capabilities.

2 min read

Advice360°: Unlocking Advisor Productivity – Part Two

Advice360° is a series designed to help advisors increase their productivity using our digital wealth management software.

Advice360° Productivity Efficiency