ABOUT this webinar
Topic: Practice Management Takeover with Neal Quon
Description: People, Process, and Technology
The shared experience of the past year has left some advisors comfortable with their situation, and others scrambling to find ways to stay ahead of the game, whether it’s through their staff, their services, or their procedures.
Join us on this webinar as we’ll explore technology and activities that have emerged for financial advisors during the COVID-19 pandemic.