Envisioning Today’s Growth Plan The growing trend pre-pandemic to leverage technology for greater business efficiency has only accelerated. Legacy systems proved ill-equipped to adapt to the more virtual environment that emerged in response to Covid-19.
Industry leaders and smaller practices alike no longer view advanced technology as a luxury, but rather as a clear necessity. Unfortunately prioritizing technology still doesn’t make the buying decision easy.
Join us online on May 11th to hear industry experts discuss the recent trends influencing technology buying and share tips that can set you up for success. Learn more.
Get answers to key questions: What does client engagement mean in a post-pandemic world? How do you scale your firm’s value prop? Where’s the balance between scalability and customization? What role should technology play in handling wealth transfer to the next generation? CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval. | 