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This year forced us to use existing technology in new ways. An entire subculture has grown around video calls – which have been around for years – as they are now essential in our lives.
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How (and why) DHG Wealth Advisors shifted their focus from transactions to relationships.
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Based in Penryn, California west of the lofty Sierra range, Karsten Dornseif makes up half of the two-man fee-only RIA shop of Bowers Wealth Management, Inc.
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These days, financial advisors have options - new technologies that provide competitive advantages.
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