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How to make the most of virtual client meetings: EnvestNet's Dani Fava and's Bill Winterberg at CNBC FA Summit

Covid-19 put a temporary stop to advisors meeting with their clients in their offices, at their homes, and over meals. This CNBC FA Summit panel features EnvestNet's Dani Fava and's Bill Winterberg in conversation with money editor Jim Pavia. They look at the essential digital tools and advanced technology that has helped advisors keep the personal touch when the client relationship went virtual, and what the lasting impact will be.
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