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Webinar Replay: Using Technology To Build a Planning-led Business

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Continuing Education Webinar Marathon From April 20 – 29 (Earn up to 4 CFP® CE Credits)

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Because technology is commoditizing many of the services you offered clients, financial planning is emerging as a source of value.

Watch the webinar below to learn how you can:

  • Simplify routine investment tasks with innovative tech solutions
  • Customize your service to meet your clients’ financial goals
  • Grow your business in a scalable way

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