The online presence of today’s average Financial Advisor severely lags behind professionals in many other industries. Most Advisor's online marketing does not take advantage of the tools that modern digital marketing provides, which puts them at a competitive disadvantage. In this digital era 9 out …
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.