🌟 Maximizing Efficiency & Profitability with WealthTech: A Must-Attend Webinar for RIAs and Financial Advisors 🌟 📆 Date: April 18, 2024 ⏰ Time: 2:00 – 2:45 PM ET 📎 Register here: https://lnkd.in/eYFvw5V5 Join us for an exclusive 45-minute session where CircleBlack and Envestnet | MoneyGuide unite to unveil the secrets of leveraging #WealthTech to supercharge your #RIA firm’s efficiency and profitability. As a #FinancialAdvisor, this is your golden opportunity to: - Discover best practices in #wealthmanagement technology integration. - Learn how to streamline operations and boost profitability with CircleBlack and MoneyGuide. - Engage with industry experts in a live Q&A session. Why Attend? Whether you’re drowning in manual processes or seeking to enhance your client experience through technology, this webinar will provide you with actionable insights to elevate your practice. Don’t miss out on the chance to transform your business model, free up valuable resources, and focus on what you do best: advising your clients. Space is limited, and registration is free. Reserve your spot today and take the first step towards operational excellence and increased profitability. [https://lnkd.in/eYFvw5V5] 🚀 Can't make the live event? Register anyway, and we'll send you the recording. Elevate your firm's potential with the right tech – Let’s grow together!
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IYMI last week! We partnered and now integrate directly with PreciseFP Click the link below to register for our upcoming webinar where we dive deep into the integration and financial advisors are using it!
🎉 Exciting News! 🎉 🚀 We’re thrilled to announce that GReminders and PreciseFP have officially joined forces! As strategic partners, we’re committed to revolutionizing your financial advisory experience. Here’s what you can expect: 💡Automated Engagements: When clients or prospects schedule appointments through GReminders, PreciseFP Engagements kick off automatically. Say goodbye to manual data entry! 📅 Automate Scheduling: When Clients or Prospects complete a portion of a PreciseFP Engagement you'll now have the ability to embed your GReminders Booking Link for them to schedule. Imagine the seamless transition from scheduling meetings to gathering essential information—all in one streamlined process. GReminders Integration: 🔗 Learn how to seamlessly integrate GReminders with PreciseFP: https://lnkd.in/dmDRH6HD 🔗PreciseFP Integration: Discover how to add GReminders to your template: https://lnkd.in/dHmkv33V 🎙️ Exclusive Webinar: Mark your calendars! Join us for an upcoming webinar where we’ll showcase both sides of this integration in a tech demo. Get a firsthand look at how GReminders and PreciseFP work together seamlessly. Don’t miss out! 🎟️ 🔗 Register Here: https://lnkd.in/dPvTS8AR 🌟 Why This Matters: Together, we’re transforming the way financial professionals engage with clients. Whether you’re a seasoned advisor or just starting out, this partnership empowers you to provide exceptional service and build stronger client relationships. #GReminders #PreciseFP #Partnership #FinancialAdvisors #WealthTech #Integration
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Can technology help drive authentic human interactions? 🤖 🤝 The common perception is that technology is useful, efficient, even groundbreaking – but it’s not “human”. Join us on March 7 at the Owen James WealthTech Matters event for our Roundtable Discussion “Facilitating stronger client engagement with technology”. 💡 Led by Hakan Kocabeyoglu, EVP Product at Unblu, we’ll explore how technology is bridging the gap between clients and institutions, resulting in closer, more personal relationships. 🚀 Learn more: https://lnkd.in/gfbckjfF
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Staying up-to-date on the tools available to our office is so important. I'm very excited for next week's two day webinar with Charles Schwab! I'm sure that Solutions 2024 will be giving me some golden nuggets on how we can optimize our operational tools and better service our clients. #CharlesSchwab #Solutions2024 #SFAWealthManagement #AlwaysLearning
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👋 A friendly reminder that we're speaking at a webinar with Ignition and Future Advisory today at 12:00pm! In the session, you'll be able to: ➡️ Discover how to automate and streamline client relationships, billing, and payment processes, leading to enhanced profitability and seamless operations. ➡️ Gain practical insights from real-world examples and learn how integrating the latest technology can help you reclaim valuable time and unlock new revenue opportunities. Register here: https://bit.ly/3X63W6k #ClarityStreet #Webinar #Ignition #AccountingAndAccountants
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📢 Summit Early Bird Pricing Update! 💡We're excited to announce that we've extended Early Bird Pricing until July 12! 👉🏽 Join us at the 2024 eMoney Summit to explore how integrating human insight and digital innovation can enhance your planning experience and deepen client relationships. 👇🏽 Don't wait—sign up today. #eMoneySummit24 #financialplanning
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emoneyadvisor.com
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Keynote Speaker | The Future-Ready Advisor | Behavioral Finance Expert | Bestselling Author | 3x Wealth Business Builder | Growing 9Round Canada 🥊
🚀 Transforming Advisory Practices with Fintech Power 🔒 Ready to take your advisory services to the next level? In the latest episode of The Future-Ready Advisor, I chatted with Ali Qureshi, a fintech founder who’s revolutionizing client management and data security. Here’s a quick glimpse: - Digital tools that enhance advisor productivity - Key strategies for securing client information - How to improve team collaboration seamlessly Ali’s insights are interesting for anyone navigating the digital shift in financial services. 🎧 Tune in now! 🔍 Next Up: The Power of Keystone Habits In next week's edition of the Goals-Based Advisor newsletter, we explore how small, consistent actions can lead to big financial wins. Inspired by strategic historical victories, discover how to help your clients build habits that drive long-term success. Don’t miss out—subscribe now and get these insights delivered straight to your inbox! (Link in the comment below)
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Marketing & Sales Leader | Digital Strategist | Technologist | HubSpot Solutions Partner | Board Member | CIYT
Last year, I joined XPX - Charlotte - Exit Planning Exchange in order to understand how marketing contributes to increasing business value. This afternoon, I'm excited to share my insights in our panel discussion about the role that sales, marketing, and data play to increase business valuations. If you're part of XPX, I hope that you will join the conversation. #Marketing #BusinessGrowth #SalesAndMarketing
Join us at our March 19th event where our expert members discuss how Data and Technology can be used to effectively support business and Enhance Business Valuation! This event will be moderated by Doug Havas; President & Founder of Pinnacle Sales Advisors, LLC, and panelists include Paul Solitario; Managing Partner at Bray Ventures, William McKee; Managing Partner at Knowmad Digital Marketing, and Jack Tompkins; Managing Partner at Pineapple Consulting Firm. We hope to see you there!
Data and Technology used to Support Business and Enhance Business Valuation
my.exitplanningexchange.com
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Enterprise Cloud Sales | Client Lifecycle Management | KYC | AML | Working with Asset Managers, Payments and Corporates in US/CAN/LATAM | Part Time Golf Writer | Ex-Salesforce, Thomson Reuters & IDG
Please join FENERGO for an upcoming Webinar... In an ever-evolving financial market, delivering an unparalleled investor experience and managing client expectations is crucial. Join the upcoming webinar, "Empowering the Investor: Leveraging Technology to Enhance Client and Investor Experiences,", on May 30th in collaboration with Funds Europe to explore how firms can strike this balance through digital transformation and pave the way for a more efficient and compliant future. Throughout this session, industry experts will explore the multifaceted challenges faced by asset servicing firms. Register Now: https://lnkd.in/enqkWw7M
Welcome! You are invited to join a webinar: Leveraging Technology to Enhance Client & Investor Experiences. After registering, you will receive a confirmation email about joining the webinar.
zoom.us
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💲🩺 Unlocking Money Potential For Doctors l Transforming Cash Problems For Healthcare Organization l Elevating Billing Performance and Maximizing Cash Flow l Billing Services Revenue Cycle Management Expert 💸 🩻
If you are unaware of the baseline metrics you should hold your billing company or team up to watch the webinar on key performance indicators to align your billing process and workflows with industry standards. Get free business operations knowledge while sipping on a cool glass of lemonade on this hot summer day. 🍋☀️🍉 #SummerLearning #WebinarWisdom #IndustryStandards #CoolRefreshment #KeyPerformanceIndicators ✔️Watch it here:
UnisLink
info.unislink.com
Product manager at Dashly.io
8mo👍