Learn the key trends influencing what an RIA effective tech stack is.
| | Sponsor content from Addepar | |
| Sponsor content from Addepar |
| Hello Voornaam, The RIA landscape is evolving quickly; with technology pushing the boundaries. Hear from Matt Sonnen, Founder of PFI Advisors and Janeen France, Vice President of Client Engagement and Success discuss the key trends influencing what an RIA effective tech stack is and the buying factors to consider beyond the initial financial software investment. Join us online on November 16th to hear industry experts discuss these topics and get answers to key questions your peers are asking:
How do you scale your firm’s value prop? What does a successful implementation look like? How do you balance operational efficiency with a high touch client experience? What role does technology play in M&A and client acquisition? |
| | Matt Sonnen | Founder and CEO
PFI Advisors | | (Speaker) |
| | | Janeen France | Vice President of Client Engagement and Success
Addepar | | (Speaker) |
| | | Matt Saunders | Product Marketing Manager
Addepar | | (Moderator) |
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| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Host) |
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| | Matt Sonnen | Founder and CEO
PFI Advisors | | (Speaker) |
| | | Janeen France | Vice President of Client Engagement and Success
Addepar | | (Speaker) |
| | | Matt Saunders | Product Marketing Manager
Addepar | | (Moderator) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Host) |
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| | CFP CE credit is being offered for this webinar.** | | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
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| | CFP CE credit is being offered for this webinar.** | | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
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| Arizent is pleased to be able to offer CFP CE credit for this web session. It is imperative that you adhere to the following instructions to obtain credit. To receive the credit, you must be in attendance for the complete session. Arizent is not responsible for late arrivals or connections issues. At the end of the seminar you must input your CFP numbers to receive credit. Credit will be reflected on your respective accounts within a month from the webinar. |
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