In this replay, hear from six leaders from some of the top financial technology companies at Asset-Map, Mobile Assistant, Orion Advisor Tech, Redtail Technology, Riskalyze, and Snappy Kraken.
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Join CEOs Robert Sofia and H. Adam Holt on Tuesday, May 11th at 3 p.m. ET, as they showcase 3 full-blown marketing campaigns that leverage the power of Asset-Map with the content and easy automation of Snappy Kraken.
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Join these leaders from some of the top advisor technology companies to learn what lessons were learned over the past year and takeaways that every advisor can benefit from.
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Watch the video to hear from Alison Susko (Director of Partnerships at Asset-Map), Jomin Bishop (VP of Sales at Wealthbox), Eddie Sempek (SVP of Strategic Relationships at Orion) and a financial professional who is utilizing all three solutions as we answer the most common questions from an advisor workflow perspective.
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Data gathering with prospects is time-consuming and often incomplete. But client acquisition can be improved with an advice-first and technology-supported approach.
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Watch this video for an introduction to three powerful advisor technology solutions and how to use them together as part of your workflow.
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Watch this training webinar recording to learn how to get started in Asset-Map, best practices for boosting your efficiency, and key areas of the platform that are crucial to getting up and running in the platform.
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The industries might not seem similar at first, but financial advisors can learn a lot from restaurants. Here are 3 ways to improve your firm.
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