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Executive Roundtable Journal

Providing maximum advice

Thomas Moysak, CEO of Xtiva Financial Systems, says firms should be providing a conducive environment and lowering friction costs for advisors so they can, in turn, provide maximum advice to the end-client.
 

 

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Recorded April 12, 2019 at Informa's Manhattan offices by Stephen Speliotis of Speliotis Video. Directed by Marie Swift of Impact Communications.

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