Description
During this session, you will learn what tools to use to get the deliverables you need to clients (without over paying!), how to automate processes to reduce overhead costs and time drains, and what drives an investment into various tools and staffing needs.
Learning Objectives:
- Learn what tools to use to get the deliverables you need to clients without paying and arm and a leg
- Learn how to automate processes to reduce overhead costs and time drains
- Learn what drives an investment into various tools and staffing needs
Speaker(s):
- Shane
Mason,
CPA/PFS, CFP, CSLP, ECA,
Co-Founder,
Brooklyn FI
- Arielle
Minicozzi-Figueroa,
CFP, CSLP,
Financial Planner,
Modern Money Advisor
- Angela
Moore,
MSPFP, CFP, MPAS, CRPC, CFEI,
Financial Planner,
Modern Money Advisor
- Heather
Townsend,
CPA, CFP, CSLP,
Owner & Financial Planner,
Townsend Financial, LLC
Category:
Concurrent Session Online
