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Watch the full episode now: https://lnkd.in/esBDcbMd On this week’s episode Scott Heinila, RICP®, CLTC was joined by Ryan George, CMO of Docupace; the leading cloud-based fintech platform that simplifies how financial services and wealth management firms process and digitize data. In this episode you will learn the following: -All about Docupace and how it helps advisors optimize their practice -Fintech/wealth management tech trends: What's worth paying attention to, and what isn’t -How AI comes into play to analyze data -The back-office revolution in wealth management: Why enhancing how the work is done is improving the client experience -Unlocking growth: The future of financial advice and how technology will change the financial services industry in the coming years Reach out to PCN and learn how we can support you and your clients' planning relationship utilizing viable wealth protection solutions: https://lnkd.in/eVGVQaR5 #podcast #financenews #financepodcast #wealthmanagement #optimizedadvisorpodcast

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