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EP008 - Practice Intel

EP008 - Practice Intel

Released Sunday, 29th October 2023
Good episode? Give it some love!
EP008 - Practice Intel

EP008 - Practice Intel

EP008 - Practice Intel

EP008 - Practice Intel

Sunday, 29th October 2023
Good episode? Give it some love!
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Tom Rieman, CPWA explains how their new tool Practice Intel uses their RQI (Relationship Quality Index) to help financial professionals create better advice experiences.

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Finding Fintech

Finding Fintech is a journey of discovering up and coming technology for financial advisors and the firms that support them. 

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