Powering Independence Podcast

Independence Playbook Part 5: Move Beyond Antiquated Technology


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Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Frank Coates, Chief Technology Officer. Technology is a vital component of any business, but its rapidly evolving environment can make it more difficult for advisors to stay abreast of the latest capabilities and features. Tune in as Frank and John discuss the most common questions advisors have regarding technology.

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Powering Independence PodcastBy Dynasty Financial Partners

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