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Welcome to Wealth Management RPA Conversations, where Fred Barstein, contributing editor for WealthManagement’s RPA Edge and CEO at TRAU, TPSU and 401kTV, talks with industry leaders in advance of the [email protected] conference.
Today, Fred talks with Jania Stout, SVP at OneDigital, and a speaker at the conference, to be held October 15-17 in National Harbor, Md., about cross-selling wealth and benefits services, concrete takeaways RPAs and advisors will get from the conference, and reasons for attending [email protected].
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