Technology Tell-All: Tips and Tricks for Integrating Technology into Your Firm
You're invited to a live webinar!
Ask any independent financial advisor what their biggest limiting factor is, and more often then not you'll get the same response: TIME.
Lucky for us, we live in the 21st century and are armed with countless new technologies created solely to make our lives easier. In this free webinar, XYPN members Arielle Minicozzi and Adam Cmejla will share which technologies they've successfully integrated into their firms, and which technologies aren't worth your time. This webinar is ideal for anyone considering joining XYPN membership.
When: Wednesday, December 4, 2019 at 9pm ET/6pm PT
Where: Dial in by phone from anywhere or join us via computer
Who: This event is ideal for anyone considering an XY Planning Network membershipHow: Register below
In the meantime, you might enjoy these helpful resources:
- What Core Tech Does My RIA Need in the First Year?
- Free Time-Saving Tech Solutions to Incorporate Into Your Financial Planning Practice
- 3 Tech Solutions Every Independent Financial Advisor Should Be Using
- Leveraging Zapier in Your Financial Planning Practice
- How Financial Advisors Can Secure Client Information Via Email
- Compliant Document Storage for RIAs: What You Need to Know
- 3 Advisors Explain Their Best Tips for Time Management
- XYPN Member Benefits Directory