Ask the Experts

#41 – Resource Review – Savology Financial Wellness Platform


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Ask the Experts Episode #41 features a behind-the-scenes review of the Savology Financial Wellness Platform. In this episode, Sharon Pivirotto speaks with Brock Klementson about how advisors are using Savology to deliver financial wellness at scale, support middle-market clients, and add value to retirement plan relationships without adding more work to their practice.
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Ask the ExpertsBy Sharon Pivirotto

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