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Why the Power of Live Events is UndeniableWhy the Power of Live Events is Undeniable

The wealth management industry has been transformed with the advent of remote and hybrid work.

July 28, 2023

 

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Nothing will ever replace having that face-to-face interaction with colleagues, peers, and prospects. Billy Oliverio, CMO of United Planners explains why conferences are more important than ever, and his big takeaway from United Planner’s Connect 2023.