​Webinar: Top technology and tools you need to stay competitive.
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financialplanning
Sponsor Content from Betterment, Bill.com
Betterment Bill.com
Web Seminar
Financial Planning Advances in Tech Event Spring 2023
Improve advisor efficiency and effectiveness
Wednesday, Apr 12, 2023 at
02:00 pm ET / 11:00 am PT
45 minutes
REGISTER NOW
Hello Voornaam,

In this changing world, leaders in financial planning firms are always looking for ways to grow their business and retain customers. This complimentary event, the 3rd in a series, will help you learn how tech innovations can help you improve workflow and client interactions, and grow your firm.

The Advances in Tech Demo Event puts the spotlight on some of the latest software and technologies in the industry, which are helping the financial planning community be prepared for the future.

Join this 45 minute webinar and see what software or technology innovations are doing to advance the industry, followed by live Q&A.

Companies include:

  • Betterment
  • Bill.com
Speakers include:
Antoinette Alexander
Guest Host, Contributor
Financial Planning
(Moderator)
Alison Considine
Senior Sales Manager
Betterment for Advisors
(Speaker)
Brandon Roth
Sr. Product Marketing Manager
Bill.com
(Speaker)
REGISTER NOW
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