Episode 92
How Financial Advisors Can Reduce Paperwork And Supercharge Their Productivity
Modern Financial Advisor · Truelytics by Envestnet
April 27, 202345m 25s
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Show Notes
Ryan George, Chief Marketing Officer of Docupace joins Mike Langford to share how new digital document technologies are allowing financial advisors to automate the repapering process for transitions, improve productivity, and increase the speed of the new client onboarding process.