EPISODE · Apr 11, 2016 · 15 MIN
FPPad Tech Tour: inStream Solutions
from FPPad · host 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 wealth management solution for all financial advisors. (Watch FPPad Tech Tour with Alex Murguia and John Wotowicz of inStream […]
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