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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.



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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