Ep 70: Adviser Tech Trends from Across the Pond
Nov 10, 2023•51 min•Season 1Ep. 70
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Episode description
In early September 2023, the Timeline leadership team embarked on an inspiring journey to California, attending two significant conferences in the heart of technological innovation: Saastr and FUTUREPROOF.
This experience notonly offered us valuable insights into financial advisory technology trends but also provided a unique opportunity for team bonding. Here's a glimpse of the key takeaways and observations from this transformative trip.
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