Date: Tuesday, September 25, 2018
Time: 2pm ET | 11am PT
Cost: Complimentary

Sponsored by: BNY Mellon | Pershing

The supply of new technology tools never seems to end – it’s a conveyor belt that always delivers something you didn’t know you needed. The tough part is figuring out which tools make the most sense for your team and will help you meet your business goals. But finding better ways to plan and budget for the right tech improvements, and identifying which will help you build better relationships between team members and with clients, is crucial for your success.

Join this complimentary webcast to learn macro and micro ways to embrace new tech while still meeting regulatory demands. You will also leave understanding how to:

• Define and prioritize the key activities you need to do more of to grow your practice, and how tech can help;
• Develop strategies you can implement to manage risk in a changing regulatory environment while addressing those business priorities; and
• Ensure team communication works hand-in-hand with technology to keep you organized, productive and efficient.

PLUS – You will also get a free checklist to help assess where your organization is at and prioritize initiatives that will help you transform for the better!

Register Now!!

Featured Speakers: 
Deborah Fox, CEO and Founder, Fox Financial Planning Network (FFPN)
Dan Skiles, President, Shareholders Service Group

Request Free!