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Leveraging technology to make advisor forms easier to manage.

Leveraging technology to make advisor forms easier to manage.

Released Wednesday, 8th November 2023
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Leveraging technology to make advisor forms easier to manage.

Leveraging technology to make advisor forms easier to manage.

Leveraging technology to make advisor forms easier to manage.

Leveraging technology to make advisor forms easier to manage.

Wednesday, 8th November 2023
Good episode? Give it some love!
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There are many reasons why people choose to become advisors – filling out forms is NOT one of those reasons. During this episode, Chuck talks with Rich Walker, Founder & CEO of Quik Forms, about how advisors are leveraging technology to make processing forms more efficient and less time consuming.

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