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AdvisorTech: Turning Prospects Into Clients with Matt Glazer

  • Planning Process, Software

In a world that’s more technologically-equipped than ever before, where are the holes in the advisor tech stack? That was the subject of the “AdvisorTech Expo” panel and Matt Glazer, Head of Product explains how Elements allows advisors to better understand a client’s financial vital signs.

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  • Planning Process, Software

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