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Mobile technology is an increasingly vital business tool for financial advisors. It will help you interact with clients in exciting new ways, making you more accessible and inspiring more collaborative discussions.
In this paper, Brian Shenson, Vice President, Advisor Technology Solutions at Schwab Advisor Services, explains how making the move to mobile technologies can help you better serve your clients.
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Please complete the form to receive your free white paper:
By clicking submit, you hereby confirm that you are a financial professional or retirement plan administrator.
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