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Humans Under Management

Humans Under Management Conferences 2025

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Last mile planning

Last mile planning advice 

Financial advisors can tackle the complexities of last-mile service delivery by leveraging wealth technology solutions that simplify workflows, strengthen client interactions, and enable consistent, contextual engagement. These advancements not only boost business growth but also ensure higher client satisfaction, shares Andries de Jongh, Head of Sales at Seed Analytics.

The succession plan dilemma for financial advisors

Marc Wiese, Managing Director at Warwick Wealth's explores key challenges and solutions for a seamless transition.
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