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Everyone tells you about how great account aggregation is for your advisory buisness. But the truth is there's a dark side, too. Today, an industry insider spills secrets about what exactly can go wrong, and how to make sure it goes right.

This free download contains an insider's view into the world of aggregation and explains how YOU can experience account aggregation heaven.


What's inside: 

  • Top 3 Challenges of aggregation, how to face them, and red flags you shouldn't ignore
  • Specific tips to evaluate any aggregation system
  • What's twisted about some vendors' pricing model (Don't pay too much)
  • By    *doing this*     you create additional value for your clients while creating an additional revenue stream for your firm.
  • BONUS: A one-page checklist to keep with you

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