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Last Updated: October 26, 2026
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Stop patching legacy workflows and start turning every touchpoint into a competitive advantage. So much change is upon us. But the world's great Your clients trust you with the wealth of a lifetime, but fragmented tools shouldn't stand in the way of building lasting legacies. Managing complex wealth shouldn't feel fragmented. In this week's episode of the Dave and Dharm Show, hosts Dave and Dharmesh are joined by Slavo Vojacek and Ricky Marcon, ... Register to watch the webinar for free here:
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