The Advisory Practice of the Future
Please join us to learn from financial advisor and technology consultant to advisors, Arielle Minicozzi!
In this exclusive webinar, we’ll share her secrets of The Advisory Practice of the Future.
Arielle will share how she helps top advisors create their technology systems to run their firms seamlessly and efficiently.
Do you ever feel overwhelmed or behind when it comes to technology for your practice? Many advisors I work with are looking to upgrade their technology but don’t know where to start.
1. Which technologies do advisors really need?
2. What are the top 5 technologies Arielle recommends?
3. What are the biggest mistakes advisors are making?
4. What’s the ONE TECHNOLOGY advisors should embrace today?
5. How does The Advisory Practice of the Future save time and money?
Be sure to stick around until the end to get your free 30-minute technology strategy call with Arielle! Reserve your spot now.
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