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Spreadsheets are a great place to store and analyze data, but they fall short when it comes to client service.
If you died tomorrow, would your family and professional advisors know how to access all of your online accounts, financial assets, and important documents?
Last week's Pershing INSITE in Orlando brought out a lively crowd of advisors, technology vendors, and one truly robo-fied advisor on wheels.
Make the most of Junxure's annual conference for advisors and their teams.
Any adviser will tell you that client relationships are at the heart of our industry.