How to Make Your Wealth Management Practice More Efficient
In this recorded webinar automation specialists, financial technology consultants, and advisors will come together to discuss the complex considerations needed to leverage technology for more efficient wealth management practices.
Advisors and other Wealth Professionals will learn how to prepare their teams for digital transformation, necessary steps to de-risk the process and select a technology partner while familiarizing with best practices for working with their desired implementation specialist(s).
Sponsored by Mako Fintech
Practice Management Credits
Product Knowledge Credits
Professional Responsibility Credits
IIROC Cycle 8