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The Underwriting Innovation Lead will coordinate teams and drive initiatives to enhance underwriting processes using new technologies, data sources, and automation.

The Practice Management Consultant guides financial advisors in human capital development, enhancing their business operations through consulting, workshops, and resource creation.

As a Practice Management Consultant, you'll aid financial advisors in acquisitions and succession planning through consulting, workshops, and creating valuable resources. You'll guide buyers and sellers in strategic practices while enhancing advisor growth and productivity within a dynamic team environment.