Date: Wednesday, August 31, 2022

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Sponsored by: Orion Advisor Tech

Many financial advisors are looking to supercharge their practices, and while exciting, scaling your business can be a demanding process. In this webcast, an informative panel of experts will share detailed insights on how certain cutting-edge technology tools can propel advisor success by empowering them in digitization, streamlining and visualization. These three powerful processes can help clients and advisors alike improve both front- and back-office operations. This enables advisors to add new clients and expand existing client relationships with better onboarding and workflows, and can help with other documented processes such as referral plans and client value propositions.

Join this complimentary webcast to discover how to use the latest tools in the market to take your business to the next level. You’ll learn:

• How today’s innovative advisor technology can help you transform your business through digitization
• Why the newest technology tools can be used to streamline processes in your wealth management practice
• How to improve efficiency in client-facing and back-office operations
• What are the best ways to support clients via technology that emphasizes visualization, such as portfolio and risk analysis, report generation and more

Speakers: 

Joel Bruckenstein | Publisher | T3 Technology Hub

Craig Iskowitz | CEO and Founder | Ezra Group

Keena Pettijohn | CEO and Founder | Lifelogixs