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Advisor Revelations: A Win-Win for Clients and AUM

BY Bryan Erickson
February 27, 2021
 

Owner of Highway Financial Networks, Bryan Erickson, is interviewed by DPL's Kyle Steveson on how they work together to find hidden solutions that provide flexibility in client’s portfolios and increases AUM. Bryan also explains why integrating data into portfolio management software is key to his firm’s success.

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