Panoramix Spotlight Series Ep. 01
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Host:

Tim Welsh

President, Nexus Strategy

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Guest:

Chris Hastings

CEO, Panoramix

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Brian McLaughlin

CEO

Redtail Technology

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Panoramix Spotlight Series Episode 02 featuring IMPACTfolio
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How the Advisor Client Relationship has Changed
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Wealth considerations for business owners
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Succession and Ownership Transitions for Older Advisors
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Future of Wealth Management, Industry Trends

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