May 23 in AdvisorTech Demo
Anyone using Currence?
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On August 1, 2023, AgencyONE hosted a webinar with Vincent D'Addona of Valent Wealth to have attendees learn about a new technology to offer your clients that allows them to combine ALL their financial accounts in ONE place and shows them HOW they SPEND & HOW their MONEY is WORKING - all while keeping you abreast of WHERE the financial OPPORTUNITIES are for further saving and investing.
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Anyone using Currence?
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