Join Today's CE Credit Webinar with Industry Leaders: Unveiling the Future of Financial Advisory!
| | | Empowering Advisors: Leveraging Technology for Optimal Outcomes |
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| | DATE:
Wednesday
November 29, 2023 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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In a rapidly evolving digital landscape, financial advisors can't afford to be left behind. Cutting-edge technology – from AI-driven portfolio management to innovative trading tools – has the potential to redefine the advisory space, enhancing the client experience while streamlining operations.
Join industry experts Brad Roth, CIO of THOR Financial Technologies, Kyle Wiggs, CEO of UX Wealth, and Billy Kropp, Head of Trading at UX Wealth, as they delve into the transformative power of the hub and spoke model, using best-in-class digital platforms, and the future of portfolio management.
In this webinar, you'll learn how to:
Maximize portfolio performance through AI-driven management Optimize trading efficiency with cutting-edge technology Strengthen advisor-client relationships by leveraging top-tier technology tools |
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CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
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| | | Brad Roth Founder and CIO THOR Financial Technologies |
| | | Billy Kropp Head of Trading UX Wealth |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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