Technology in today’s environment has shifted how clients find financial advisors, how they interact with them, and even how they collaborate to create financial plans. Join Joel Bruckenstein and a panel of guests including Rick Williamson, Redtail’s Director of Training, for a dynamic panel discussion to hear how advisors are using technology to run their businesses.
Topics will include:
• Maximizing your client journey for ultimate scalability
• How to get a deep understanding of your clients to provide more personalized and valuable advice
• Delivering an intuitive advisor and client experience
• Lead generation tools and tactics that convert leads to clients
• A glimpse of T3 Advisor and T3 Enterprise Conferences
Moderator: Joel Bruckenstein
Panelists:
• Rick Williamson, Director of Training, Redtail
• Sarah Rasmuss, Chief Product Office, CircleBlack
• Andrew Rogers, Senior Product Manager, Carson Group
• Diana Cabrices, VP of Enterprise Development, Snappy Kraken
• Matt Thompson, Head of Training, MoneyGuide
