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Supporting Clients with Risk Profiling: Highlights from the January AdviceTech Forum Part 1

Posted by Emma Iskowitz | Mar 3, 2021 | AdviceTech Forum, Events, Investment Forum, Risk Profiling | 0 |

Supporting Clients with Risk Profiling: Highlights from the January AdviceTech Forum Part 1

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PreviousMORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: SMARTR365
NextPlanning for the Future: Highlights from the January AdviceTech Forum Part 2

About The Author

Emma Iskowitz

Emma Iskowitz

Originally from New Jersey, Emma previously worked as a writer, researcher, content creator and podcast producer for fintech consulting firm Ezra Group LLC. Emma graduated from London Contemporary Dance School in July 2020, and alongside her work at FTRC she is also pursuing a career in contemporary dance.

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