This post is an excerpt from The LinkedIn Course for Financial Advisors. The course is an online self-study course to learn everything you need to know to get new clients each and every month using LinkedIn. If you’re a financial advisor and you’ve taken the time to learn how to use LinkedIn, …
This Month's Webinar
The Advisory Practice of the Future
Do you ever feel overwhelmed or behind when it comes to technology for your practice? Many advisors I work with are looking to upgrade their technology but don't know where to start.
That's why I've invited financial advisor and technology consultant Arielle Minicozzi to share the secrets of The Advisory Practice of the Future. We'll review how she helps top advisors create their technology systems to run seamlessly and efficiently.