Mike Linskey’s new presentation on “The Future of Financial Advice”, first given at the Dealer’s Group Conferences “Platforms & Practice Technology” (September 2009), is now available for download:
The Future of Financial Advice (7.16 MB)
Many thanks to Jim Bruene and Eric Mattson for allowing use of the Finovate videos, and especially to Bryan Link of Simplifi for the exclusive interview.
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