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Redtail Technology > News > Best Practices > Delivering Digital Planning Experiences: Tech Best Practices panel discussion on September 9!

Delivering Digital Planning Experiences: Tech Best Practices panel discussion on September 9!

Category: Best Practices
Best Practices header

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

Register now to watch a replay of this discussion here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.