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
Panoramix Spotlight Series Episode 01 featuring Redtail Technology
FinTech Trends Billing and Performance
Wealth considerations for business owners
Succession and Ownership Transitions for Older Advisors
Future of Wealth Management, Industry Trends
