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ENGAGE 2017


PFP1740 - 25 Advisor Technologies Under $25/month


Jun 14, 2017 1:00pm ‐ Jun 14, 2017 1:50pm

Standard: $49.00

Description

Technology innovations happen daily, and it can be overwhelming to stay on top of evolving trends. This fast-paced presentation shares 25 free or inexpensive applications financial advisors can use to transform how they run their financial planning firms. From online scheduling or e-signature, to time tracking or e-mail management, these apps will cover a wide range of tools that you can implement today to streamline your practice. Join us for the exciting presentation that will have you walking away ready to improve your business! Learn tools to make you more efficient in running your business. Discover technology trends to help you better serve your clients.

Speaker(s):

  • Alan Moore, MS, CFP®, Co-Founder, XY Planning Network
Tags: PFP

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