Webinar: How to Run a More Efficient Advisory Firm with Better Data and Automation | Hubly + RooksDM

June 30, 2026

Talk to a Workflow Expert

Most advisory firms don't need a tech overhaul — they need a few well-placed fixes. In this session, Nora Gallegos from Hubly is joined by Daleele Alison, CEO of RooksDM, to talk through what automation and better data actually look like inside RIA firms today.

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