Insights

Posted on August 7, 2018

Webinar: The Battle for Big Data: What Advisors Can Learn From Netflix & Amazon

August 1, 2018

Soon, clients will demand from you the same instant satisfaction and seamless experience they get from every other daily interaction with brands like Netflix and Amazon. Learn why technology matters more today than it ever has for financial advisors of every size:

  • Why technology can help you gain & keep clients
  • How client expectations are redefining advisor technology needs
  • The technology “secret sauce” that will have the biggest impact for your firm’s growth

View Webinar Recording

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