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Sean McGillivray on How Tech is Transforming Client-Advisor Relations

Sean McGilvray, CEO of Kingsview Partners, discusses how technology is streamlining the ways financial advisors interact with clients.


Technology is helping financial advisors offer more variety to their clients than ever before, says Sean McGillivray, CEO of Kingsview Partners. Here, he discusses how the right technology can help financial advisors cut costs, streamline their operations, expand their service offerings and interact with clients more efficiently. 

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