Information resource dedicated to serving the needs of independent financial planners.
| | | | | | | | | Toolkit COVID-19 client toolkit We’re living in an unprecedented time. And in these times is the opportunity for you to become an irreplaceable resource for your clients and entire network. Use this communication toolkit to ensure you’re equipped with the right tools to build, maintain, and support relationships during this extraordinary time. | | | | Sponsor Content From: Cetera Financial Group |
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| | | | | | | | Web Seminar Practice growth
June 9, 2020 | 2 PM ET/11 AM PT
What are the most important tools advisors should implement to grow their practices? We examine practice management techniques as well as digital technologies.
SourceMedia, Inc. dba as Arizent is pleased to be able to offer CFP CE credit for this web session. | | | | Sponsor Content From: Plaid |
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| | | | | | | | White Paper Exploring independence More and more advisors are choosing independence to create the future they imagine for themselves and their clients. Custodians and platform providers work together to help position advisor teams to reach their full potential. Download this complimentary white paper to learn more. | | | | Sponsor Content From: Schwab Advisor Services |
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| | | | | | | | Web Seminar Insurance processes optimized for cost, but at-risk for disruption?
May 21, 2020 | 2 pm ET; 1 pm CT ; 12 pm MT; 11 am PT
Insurers have been moving aggressively to cut costs, but many of their workflows are still highly labor-intensive. This reduces their efficiency and limits their ability to respond to sudden changes in the market—such as today’s unforeseen events. Join us for an in-depth look at how document automation can reduce your risks while lowering your costs and improving your efficiencies.
Unable to attend? Register anyway and we'll send you an on-demand recording. | | | | Sponsor Content From: Parascript |
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