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Byte-Sized Progress: How Technology Reshapes Financial Advising with Vickie Lewin
Manage episode 476298946 series 3578292
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Vickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this business.
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