Join us for this full day, in-person exclusive workshop, where you will learn, trial and get comfortable with the roll-out of video SOA’s as part of your financial planning process.

This workshop is for planners, paraplanners, practice managers, compliance teams or decision makers who are committed to providing a more streamlined and accessible client experience with the additional benefit of reducing unnecessary costs.

By the end of the day, you will have the ability to start providing video recorded advice meetings and review meetings to your clients as your SOA.

Register for the event.

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