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The #1 reason advisors switch firms is the desire for better technology. 

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Advisor360° FinTech Talk

Get in-depth views on wealth management innovation, insights and strategies from our thought leaders, and financial technology tips you can use today.

Partnerships

change management

2 min read

Change Management Made Simple: Partnering with the Right Tech Vendor

In this insightful discussion, Advisor360°’s VP of Enterprise Sales, Eric Esfahanian, and VP of Client Onboarding, Lenny Vernovsky, delve into the...