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Join date: Dec 5, 2024
Posts (3)

Dec 7, 2024 ∙ 2 min
The Joys (and Pain) of Document Signing: Why You Need a System in Place Before You Lose Your Mind.
Document signing doesn’t need to be the chaotic mess it sometimes becomes.
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Dec 7, 2024 ∙ 2 min
The Compliance Maze: Why You Shouldn’t Be Scared to Get Lost (And How to Find Your Way Out)
Let’s face it, compliance isn’t exactly the glamorous side of financial advising. While your clients are off dreaming of their luxury...
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Dec 7, 2024 ∙ 2 min
Why Financial Advisors Need to Embrace Technology (Before It Embraces You)
Technology is no longer just a nice-to-have in the financial advising world. It's a must-have. If you’re still relying on spreadsheets,...
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Jeanré du Plessis
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