Archive: How Efficient Financial Advisors Can Increase Productivity
Financial Advisor IQ's webcast "Enabling Productive and Efficient Advisors," sponsored by Seismic is now available for you to view at your convenience. You can watch it right now by clicking the "register" button below.
The conversation focuses on how advisors can think about how the technology they use can make them more productive.
Our panelists discuss what options are available, including CRM, financial planning, portfolio management and advisor enablement software. They then discuss how each fits into the client relationship and can help FAs better serve their clients.
This webcast discusses how advisors can make use of the resources available to them. With automation technology and advisor enablement tools, FAs can reduce the time it takes to prepare for meetings and create materials for their clients. This allows some advisors to take on more clients, without compromising their level of service.
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