How to Leverage Technology to Grow and Scale Your Practice

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The pandemic has driven home the importance of having the latest technology to communicate and thrive in today’s world. Advisors large and small have incredible tech choices that can help them quickly and effectively gain insight on clients and prospects as well as provide them with a host of valuable services. Hear from leading advisor tech providers on the latest tools that every advisor should consider if they want a competitive advantage while building a business for the future.

Sponsored by

Speakers

Andrew Altfest
CEO & Founder
FP Alpha

Robert Sofia
CEO
Snappy Kraken

Suzanne Siracuse
Founder & CEO
Suzanne Siracuse Consulting