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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, September 16, 2026The Morning Brief →Sign in
person

Dave Christensen

In PWD coverage since September 16, 2026 · 1 story
PWD coverage
practice

FMG Suite bets the follow-up email is the growth bottleneck

Seven launch partners route meeting recaps and prospect intake through one API layer; the practices whose records already agree will benefit most.
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