Ask the Experts

#42 – Resource Review – Strad (A Virtual Family Office Platform)


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Ask the Experts Episode #42 features a behind-the-scenes review of Strad, a virtual family office platform built for advisors. In this episode, Sharon Pivirotto speaks with Russell Dow about how Strad helps advisors centralize client information, deliver a family office experience, and differentiate their client service model.
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Ask the ExpertsBy Sharon Pivirotto

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