Computers leave their mark everywhere, and your practice is no exception, with new fintech arriving regularly. But what opportunities are you missing, and what can you afford to pass up?
In this webinar, we explore recent WealthManagement.com research about advisors’ technology uptake, and what decisions (or lack thereof) keep them up at night. WealthManagement.com’s David Armstrong and Nexus Strategy’s Tim Welsh will break down the top fintech your advisory can’t do without.
This webinar will explore how you can use technology to:
• Automate service delivery
• Streamline your day-to-day procedures
• Cut risk and simplify compliance
The NAEPC has approved this program for one (1) general CE credit hour for the AEP® designation program.
CFP and IMCA credits have been applied for and are pending approval.
Tim Welsh, CFP®