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The Beauty of Simplicity: How Modern WealthTech Can Revolutionize Your Financial Advisory Practice

Say goodbye to clunky and difficult-to-use tools, and say hello to the simplicity, beauty and power that modern wealthtech tools provide. In today's competitive market, it’s more crucial than ever for financial advisors to be efficient and effective in managing client relationships and collaborating with their team. Wealth technology systems should help financial advisors do just that, but many of the available tools end up creating more complexity than simplicity.

Join FinTech evangelist Diana Cabrices to discover a CRM “workspace” technology you’ll actually love using, and to learn about new players in the digital marketing and advice engagement space. By the end of this session, you'll leave with clear steps on how to maximize the human side of financial advice with these powerful platforms at the hub of your tech stack.

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A CFP ID number will be required in order to receive CE credit for this webinar.