ABOUT this webinar
Topic: Shifting Tides: Advicent, Redtail & Mobile Assistant
Description: The modern advisor faces many roadblocks created by organizational processes, evolving investor demands, and the industries in which they operate. In order to achieve growth, advisors must equip themselves with the right tools to overcome these challenges. This roundtable discussion featuring leaders from Mobile Assistant (integrated notes solution), NaviPlan (financial planning), and Redtail (CRM) will explore these advisor pain points and investigate the benefits of an integrated technology stack for your clients and your practice.
Moderated by: Kristen Schmidt, Founder & President of RIA Oasis