Panoramix Spotlight Series Ep. 02
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Host:

Tim Welsh

President, Nexus Strategy

Guest:

Chris Hastings

CEO, Panoramix

Rebecca Kennedy, CFP® 

Partner, Financial Planner

Scott Arnold, CFP®
Partner, Financial Planner Manager

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Panoramix Spotlight Series Episode 01 featuring Redtail Technology
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FinTech Trends Billing and Performance
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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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