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Partner Sponsored Roundtable: Technology
How Does Your Technology Stack Up?
Please join us for a roundtable discussion about technology used in your advisory practice. As we share our experience with our FPA peers, we'll address questions such as:
1. Was the selection of your technology based on your needs or your clients?
2. Does your technology help you drive efficiency and/or profitability?
3. Have you recently considered adding a new piece of technology to further enhance your client experience?
4. Can your technology grow with you? How do you know?
While these questions may seem overwhelming at first, bouncing ideas off on another will offer you an opportunity to learn from your peers' successes and challenges. Group size is limited so please register soon!
This event is being sponsored by:
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