Barron's Advisor

Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos. 

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Joe McQuaid: How to Build the Best Tech Stack for Your RIA 

Keith Jacoby: How to Build and Lead a Large Wealth Management Firm

Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos. 

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