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FinTech Trends Billing and Performance
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Host:
Tim Welsh
President, Nexus Strategy
Guests:
Chris Hastings
CEO, Panoramix
Joe Lucking
Director of Operations, Panoramix
Panoramix Spotlight Series Episode 02 featuring IMPACTfolio
Panoramix Spotlight Series Episode 01 featuring Redtail Technology
Wealth considerations for business owners
Succession and Ownership Transitions for Older Advisors
Future of Wealth Management, Industry Trends
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