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[AUDIO] FPPad Tech Tour: inStream Solutions
from FPPad Hosted by Bill Winterberg
Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions. Hear how the need for a different approach to financial planning inside McLean Asset Management expanded to a dedicated solution for all financial advisors. . This is an audio-only podcast of the FPPad Tech Tour interview with Alex […]
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This episode is 15 minutes long.
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This episode was published on April 11, 2016.
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