Re-imagining a New RIA Workplace After spending about eight months in quarantine, everyone is growing tired of working from their homes and is looking to upgrade and improve their environments—so basically, it's time to remodel. Like most of America, advisors are quickly adjusting to a new normal in running their business during this prolonged pandemic: meeting clients via online video conferencing; approving documents with digital signatures; and transferring operations to the cloud. The digital transformation for the wealth management industry is being accelerated, but not all advisors have adapted their front and back offices—making it time to also remodel their systems, operations and technology for the new environment.
Join us for this panel of industry veterans and practitioners who will share their insights in navigating the new normal and how they have used this interesting time to create a thriving digital workplace. Learn more. - Mega trends to look forward to in 2021
- Key considerations while choosing cloud solutions
- Technology strategy to manage remote workforce
- Tips and advice on designing an agile and responsive operation
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval. | 
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