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People-Centered, Technology-Enabled Financial Planning Engagements of the Future

In this course, you will learn how to increase efficiency, save time, and strengthen client relationships by utilizing technology.
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Ajamu Loving

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This session describes the current fintech environment and the best practices for successfully integrating these tools into your practice. We focus on using these tools for efficiency, saving the advisor time, and deepening the client relationship. Our goal is to maximize the effectiveness and impact of each advisor and maximize value to each client and their family.

Learning Objectives:

After completing this webinar, financial professionals will be able to:

  1. Identify the fintech tools available in the marketplace currently
  2. Understand the value of technology implementation in financial planning practices
  3. Discover new ways to create efficiencies in the financial planning process

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