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:
Find us at booth #30
Find us at the Tech Kiosk in the Fintech Showcase & the headshot booth (Location TBA)
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:
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.