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Executive Roundtable Journal

Simplifying Advisor Solutions

Marty Miller of Strategy & Resources says that “getting to simple” takes a lot of work but the benefits of doing so are immense. She offers several additional observations gleaned from the roundtable conversation.
 

 

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Recorded June 20, 2019 at Informa's Manhattan offices by Stephen Speliotis of Speliotis Video. Directed by Marie Swift of Impact Communications.

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