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S4:E8 Heather Holmes, CEO and Founder, Genivity

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Heather Holmes is the CEO and Founder of Genivity which is an A.I. SaaS platform for Advisors that engages clients outside of the office and connects advisors to next generation heirs through life stage, health risk, and care cost planning. Genivity's dynamic client engagement tool that predicts family & lifestyle-based health risks to help advisors provide more comprehensive, targeted advice to clients, and better communication with the family.

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