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Susan Glover Insight & Advice

Speaking at CFA Society - LA “The Current and Future State of Wealth Management: The Transformative & Disruptive Aspects of Technology”

Join us on Wednesday, 12/4 in Los Angeles

Speaking at SS&C Deliver “Looking Beyond the BI and AI Hype”

Join us on Wednesday, 9/18 in Orlando

Advisors, Don’t Blame Your Technology Vendors

Here’s what to do instead of playing the blame game

Confused About the BI and AI Hype? Read This

Understand the Technology, tune out the hype

Don’t Let the Office Downer Ruin Your Project

Don’t view office downers as part of the problem – make them an integral part of the solution!

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