Missed our latest webinar? Now you can watch it on demand! Last week, we hosted an insightful discussion with Orion's Dylan Johnson to discuss how forming a cohesive tech stack can be a game-changer for you and your clients this year. If you couldn’t join us live, don’t worry — the full session is now available to watch on demand and share with colleagues! ?? Watch the webinar here: https://lnkd.in/ekskx6jM Whether you’re looking to grow your business or gain a clearer financial picture for your existing clients, this session is packed with insights to help you stay ahead. #Webinar #OnDemand #FinancialAdvisors #EstatePlanning #WealthTransfer #TaxPlanning #TrustsAndEstates
