Webinar: Top technology and tools you need to stay competitive.
| Sponsor Content from Betterment, Bill.com |
| Hello Voornaam, In this changing world, leaders in financial planning firms are always looking for ways to grow their business and retain customers. This complimentary event, the 3rd in a series, will help you learn how tech innovations can help you improve workflow and client interactions, and grow your firm. The Advances in Tech Demo Event puts the spotlight on some of the latest software and technologies in the industry, which are helping the financial planning community be prepared for the future. Join this 45 minute webinar and see what software or technology innovations are doing to advance the industry, followed by live Q&A. Companies include:
Betterment Bill.com |
| | Antoinette Alexander | Guest Host, Contributor
Financial Planning | | (Moderator) |
| | | Alison Considine | Senior Sales Manager
Betterment for Advisors | | (Speaker) |
| | | Brandon Roth | Sr. Product Marketing Manager
Bill.com | | (Speaker) |
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| | Antoinette Alexander | Guest Host, Contributor
Financial Planning | | (Moderator) |
| | | Alison Considine | Senior Sales Manager
Betterment for Advisors | | (Speaker) |
| | | Brandon Roth | Sr. Product Marketing Manager
Bill.com | | (Speaker) |
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