Date: Thursday, September 23, 2021

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Editorial Webcast Sponsored by: SS&C Advent Black Diamond

Though the needs of advisor practices may vary, creating an efficient and engaging experience for investor clients is key. Financial advisors are under pressure to lower costs and meet rising client service expectations. To accomplish this, advisors need straight-forward ways to streamline their wealth management practices without having to spend extra time and financial resources becoming tech experts.

Join us for this complimentary webcast to discover new ways to:

• Build a business that engages clients and drives referrals
• Control costs, increase productivity and manage risk
• Meet clients’ rising expectations for wealth management services and digital experiences

REGISTER NOW! 

Speakers: 

Doug Fritz | CEO & Founder | F2 Strategy, Inc.

Jen Goldman, CFP | Business Transformation Specialist & Head | Jennifer Goldman Consulting

Keena Pettijohn | CEO & Founder | Lifelogixs | Innovations Advisor | Bank Insurance & Securities Association

Request Free!