How much would you spend on a technology that would save you ten minutes a day? That’s almost an hour per week, and about one full week per year. What about a technology that could add one new client per month? How about one that could keep you from losing one client every year? Investing in …
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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.