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Barron’s Top Advisor Summit

Keynote, “The Age of the Trusted, Omnichannel Advisor” (Friday, Sept. 23, 9-9:50am in the Venetian Ballroom), will answer these three critical areas that every firm and advisor should be asking: The new client journey, from acquisition to retention, loyalty, and beyond Nuances for the ultra-high net worth segment How human advisors can leverage predictive data to thrive amidst roboadvisors, low interest rates, and DOL.


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