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Constructing a scalable tech stack for a rising RIA is usually a problem. The breadth and depth of purposes obtainable for monetary advisors has exploded over the previous few years. The alternatives could be overwhelming. This webinar will stroll you thru 5 widespread pitfalls that the majority RIAs run into when constructing their tech stack and supply recommendation on tips on how to choose the precise software program in your agency that can be capable of help future development and ship a superior advisor and shopper expertise.
Matters will embrace:
- Shopping for the flawed software program
- Ignoring workflow automation
- Skipping annual tech stack opinions
- Avoiding course of documentation
- Forgetting software integrations
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Sponsored by
Craig Iskowitz
CEO and Founder
Ezra Group
Brandon Roth
Senior Product Advertising and marketing Supervisor
Invoice.com
David Lenok – Host
Senior Wealth Planning Editor
WealthManagement.com
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