|  | Sponsor content from Addepar |  |
| Sponsor content from Addepar |
| Hello Voornaam, For financial advisors, technology is an integral part of the business, and to stay competitive in today’s marketplace, it’s vital to ensure your firm’s technological capabilities are up to date. With technology constantly evolving and new trends emerging, is your tech stack capable of delivering the tools you need, such as data aggregation and performance reporting, to drive your firm forward? In this webinar, Matt Sonnen, Founder of PFI Advisors and Janeen France, Head of Client Engagement and Success at Addepar discuss how you can:
- Scale your organization’s value proposition
- Make new technology implementation a success
- Achieve operational efficiency with a high-touch customer experience
- Use technology effectively in M&A and client acquisition
If you can't attend live, register anyway, a follow-up email with a link to the on-demand recording will be sent after the event.
|
 | | Matt Sonnen | Founder and CEO
PFI Advisors | | (Speaker) |
|  | | Janeen France | Vice President of Client Engagement and Success
Addepar | | (Speaker) |
|  | | Matt Saunders | Product Marketing Manager
Addepar | | (Moderator) |
|
|  | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Host) |
|
| | |
| | Matt Sonnen | Founder and CEO
PFI Advisors | | (Speaker) |
| | | Janeen France | Vice President of Client Engagement and Success
Addepar | | (Speaker) |
| | | Matt Saunders | Product Marketing Manager
Addepar | | (Moderator) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Host) |
|
|
 | | CFP CE credit is being offered for this webinar.** | | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
|
| | CFP CE credit is being offered for this webinar.** | | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
|
| Arizent is pleased to be able to offer CFP CE credit for this web session. It is imperative that you adhere to the following instructions to obtain credit. To receive the credit, you must be in attendance for the complete session. Arizent is not responsible for late arrivals or connections issues. At the end of the seminar you must input your CFP numbers to receive credit. Credit will be reflected on your respective accounts within a month from the webinar. |
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