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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:
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 |
