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Podcast: Conquer Risk Podcast
Episode: Your Business Matters
Description: In speaking with advisors, the biggest frustration we found with UMA/Multi-Strategist solutions was poor service. Across the board. In our Season Three Premier, we discuss how we built Union to create a better experience point-by-point:· Investment Management· Integrated Technology· Back Office Administration· Client PortalWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts...