How to Leverage Technology to Grow and Scale Your Practice

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Sponsored by

FPalpha SnappyKraken

LeverageTech

APPROVED FOR 1.0 HOURS OF I&WI CREDIT.

The pandemic has driven home the importance of having the latest technology to communicate and thrive in today’s world. Advisors large and small have incredible tech choices that can help them quickly and effectively gain insight on clients and prospects as well as provide them with a host of valuable services. Hear from leading advisor tech providers on the latest tools that every advisor should consider if they want a competitive advantage while building a business for the future.

Andrew Altfest

CFP, MBA

Suzanne Siracuse

Publishing Expert

Robert Sofia

Financial services marketing