TD Ameritrade LINC Conference

Speaking to a captivated crowd at TD Ameritrade’s LINC 2019, our own Marcia Paltenstein discussed technology to transform your business, and how to implement it. The session addressed various technologies that Round Table has implemented to put us on the cutting edge of investment advisory – improving both the advisor and client experiences.

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2019-02-20T13:47:36+00:00