AdvisoryWorld’s Wilson: Building a digital platform to give advisers more time for clients

February 12, 2018 @ 12:00 am

Runtime: 3:16

How can advisers focus more on the client relationship when there are so many I’s to dot and T’s to cross? AdvisoryWorld’s new digital advice platform, Acquire, enables advisers to be more self-servicing on the front end so that advisers can engage.


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