Date: Thursday, July 26, 2018
Time: 2pm ET | 11am PT
Cost: Complimentary

Sponsored by: Betterment

Too much of your time as an advisor is spent on manual processes for tracking investments, generating regular account reports, keeping up with compliance issues and more. Technology can solve problems and save time, but you must make sure you choose the right tools, tech partners, and strategies.

Join this complimentary webcast to learn how automation can turn your focus away from manual tasks and towards more important aspects of your business. You will understand how technology can help:

• Free up your time to grow business and take on new clients
• Re-structure your front and back office so you can focus more on client relationships
• Automate portfolio management and other investment tools
• Bring a new focus and more services to different client groups

Register Now!!

Featured Speakers: 
Alex Benke, VP of Financial Advice & Planning, Betterment
Tim Welsh, President, CEO and Founder, Nexus Strategy
Angie Herbers, Founder and CEO, Angie Herbers, LLC

Request Free!