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Clip: Advisors’ Biggest Complaint
In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) talk about the downside of manual, paper-based processes.
Click here to watch the full episode.
This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers.
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