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Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions. Hear how the need for a different approach to financial planning inside McLean Asset Management expanded to a dedicated solution for all financial advisors. .
This is an audio-only podcast of the FPPad Tech Tour interview with Alex Murguia and John Wotowicz of inStream Solutions. Click here to view the full video.
