How Efficient Financial Advisors Can Increase Productivity
Financial advisors never want external factors to keep them from growing their business and taking on promising clients. However, without the right technology in place advisors can find their Rolodexes artificially capped.
Financial Advisor IQ is hosting “Enabling Productive and Efficient Advisors,” a webcast sponsored by Seismic. Join us at 2:00 p.m. ET on October 25, 2018, to learn about how smart advisors can tackle the various drains on their bandwidth and expand their ability to service their clients.
This webcast will discuss how advisors can address this challenge. Using automation technology, they can reduce the time it takes to create marketing materials for clients and service their accounts. Our panel will discuss the steps that smart financial advisors and their firms are taking to improve the operations of their practices.
October 25, 2018
02:00 PM - 02:45 PM EDT
There is no cost for attending this webcast.
Patricia Brennan, President and CEO, Key Financial
Trica Haskins, VP, Digital Strategy & Platform Consulting, Fidelity Clearing & Custody Solutions
Shaalin Parekh, Senior Market Development Manager, Seismic
Jonathan E. Braunstein
Each new client brings with her hours of preparation for meetings and cadenced reviews. Advisors and their teams must take the time to prepare account documents, gather market commentaries, review recommendations and have it all properly branded and approved by compliance. Multiplied across their entire book, these hours add up at the cost of advisors’ bandwidth, efficiency and profitability.
Join us for this webcast where we'll discuss how financial advisors can streamline their operations and grow their practices.