Description
As investment planning becomes commoditized, firms are increasingly looking for ways to differentiate themselves from robo-advisers and other competitors. Top financial-planning-software providers can help you provide a superior client experience and make you the go-to person for all your clients’ financial needs. Technology Expert Joel Bruckenstein will lead a panel discussion of your peers, as they demonstrate how they have incorporated their favorite financial planning application into their business, and the positive impact it has had on their client relationships.
Speaker(s):
- Jean-Luc
Bourdon,
CPA, PFS,
Wealth Advisor,
Lucent Wealth Planning, LLC
- Joel
P. Bruckenstein,
CFP,
President,
Technology Tools for Today (T3)
- Marty
Durbin,
CPA, CGMA, PFS, AIF,
Managing Partner,
Aperture Retirement Designs
- Michael
E. Goodman,
CPA, PFS, CFP,
President,
Wealthstream Advisors, Inc.
