While we can’t believe summer is coming to an end we are excited for all of the things we have planned for the fall season! The upcoming months are full of exciting networking events, conferences, webinars and more! Read on to see where we’ll be over the next two months.
Conferences | Networking Events:
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EMONEY ADVISOR SUMMITSeptember 25-27Scottsdale, AZ Find us at booth #30 |
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FPA Annual ConferenceOctober 2-4Nashville, TN Find us at the Tech Kiosk in the Fintech Showcase & the headshot booth (Location TBA) |
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QUESTAR CAPITALOctober 3Minneapolis, MN Find us in the Digital Playground |
Struggling With What Content To Share on Social Media or via Email?
We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).
Webinars | Workshops:
Make Your Website a Workhorse: How to Set up Technology to Work for You
Watch the webinar replay to learn about tech tools for financial advisors such as: customer relationship management (CRM), consumer portals, Google & LinkedIn analytics, social media, video, call & meeting schedulers.