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Driving Growth Through Technology and Client ServiceDriving Growth Through Technology and Client Service
Expanding service offerings to attract and retain multi-generational clients.
February 4, 2025
Join Ken Burke, chief executive officer and president at High Falls Advisors, as he discusses how they offer a comprehensive suite of financial service including tax, estate planning, investment management, and financial planning. At High Falls Advisors, they believe technology plays a crucial role in enhancing client experience and improving efficiency.