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Welcome to Wealth Management RPA Conversations, where Fred Barstein, contributing editor for WealthManagement.com RPA Edge and CEO at TRAU, TPSU and 401kTV, talks with industry leaders in advance of the Wealth@Work conference.
Today, Fred talks to Ross Marino, founder & CEO at Advisor2x and creator of Wealth@Work. Ross discusses the evolution of Wealth@Work and why, with so many options for advisors, they should attend this conference.
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