LOS ANGELES – January 2, 2024 – EVP, Product Strategy, Richard Thoeny was featured in recent Digital Wealth News article, “Why Technology Matters When Advisors Switch Firms.”
"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
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