Must-Have Tech Solutions for Your Firm, featuring XYPN members Mark Wilson and Krista Cavalieri
Without technology, much of the work advisors do wouldn't be possible. But as helpful as technology is, the sheer number of options can be overwhelming. The most successful advisors know which tools to use to best serve their clients and understand how to most effectively leverage technology to build a better business. In this free webinar, XYPN members Mark Wilson and Krista Cavalieri share the must-have tech solutions that will help take your firm to the next level. Learn how to successfully deploy technology within your practice to solve issues and achieve the outcomes you want. This call is ideal for anyone considering XYPN membership.
Listen as Krista and Mark answer questions like:
- How much did you spend on technology in your first year?
- What tools can I use to manage my client's portfolios with scale WITHOUT using TAMPs?
- How do you handle secure client communication?
- For in-person meetings, what is the best way you have found to present planner materials electronically?
- What do you use for you admin/backoffice tech needs? Compliance, CRM, archiving?
- What tech options outside of what XYPN offers are a "must have"?
Mentioned in this recording:
- XYPN’s technology stack
- Member Benefits Directory
- Maximize My Social Security
- Google Forms
- If This, Then That
- ** MyRepChat
- SMS Backup & Restore
- Twenty Over Ten
- **TD Ameritrade
- CFS Tax Tools
- Free download: 25 Tech Tools Under $25 Per Month
- Registration link for next month’s free webinar, Transitioning to Fee-Only Planning, with XYPN members Stephanie Sammons and Shannon Webb
- Schedule a call with the XYPN Sales Team
*Free for XYPN Members
**Discounted for XYPN Members