Unable to attend? Register anyway and we'll send you the recording after the event.
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financialplanning Sponsor Content from Fidelity Investments Fidelity Investments
Web Seminar
Leveraging technology to grow your practice
Thursday, Feb 23, 2023 at
02:00 pm ET / 11:00 am PT
60 minutes
REGISTER NOW
Hello Voornaam,

We're helping advisors build, efficiently manage, and grow their practices. Please join us on February 23rd, to hear how:

  • Our technology ecosystem can empower you for the future
  • You can work more efficiently by using our streamlined, intuitive onboarding process
  • Our flexible business models support RIAs of all sizes to help them enhance their technology and find economies of scale

We hope you'll join us for this webinar and learn how we're committed to supporting our clients and how we can help you.

Speakers
David MacMaster
Regional Vice President, Business Development Group
Fidelity
(Speaker)
Jess Liberi
Head of FBT Platform Technology
Fidelity
(Speaker)
Karen Devine
Product Area Leader, Digital Account Management
Fidelity
(Speaker)
Sean Mihal
Vice President of Sales
Fidelity Investments
(Speaker)
David Adler
Wealth Management & Behavioral Finance Expert
(Moderator)
REGISTER NOW

Fidelity Investments is an independent company, unaffiliated with Financial Planning. Fidelity Investments is a service provider to Financial Planning.

Fidelity Investments is a registered trademark of FMR LLC.

Fidelity Institutional®(FI) provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

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