Listen to 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.
03.29.2023 - Simplicity
The Beauty of Simplicity: How Modern WealthTech Can Revolutionize Your Financial Advisory Practice
Presented by Diana Cabrices,