Earn CE Webinar Credits | Learn real-world strategies
| | | Cracking the Code: Case Studies on Successful Tech Adoption |
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| | DATE:
Wednesday
June 26, 2024 |
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| | TIME:
3:30 PM ET
12:30 PM PT |
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For financial firms looking to maximize their impact, leveraging the right technology is no longer a competitive advantage, it’s table stakes. But simply having the right tools isn’t enough. Successful adoption is the key to unlocking their full potential.
This webinar cracks the code on tech adoption. Join RIA leaders Rob Gorman, Founding Partner and COO of Apollon Wealth Management; Nate Lenz, CEO & Co-Founder of Concurrent Investment Advisors; and Adrian Johnstone, CEO of Practifi. They’ll explore the benefits of tech adoption, overcoming common barriers, and the unfortunate results of low adoption.
Learn real-world strategies through case studies exploring the successful implementation of tech tools at Apollon and Concurrent as they offer insights into:
Tech adoption benefits like Increased efficiency and productivity, cost savings, enhanced customer experiences, and competitive advantages Implementation strategies that ensure user buy-in and maximize ROI Change management best practices for a smooth transition Metrics to gauge success and drive continuous improvement Unsuccessful adoption stories and valuable lessons learned, and Tactics for overcoming Impediments to tech adoption like poor preparation, poor product fit, and lack of incentive |
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CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
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| | | Nate Lenz Co-Founder and CEO Concurrent |
| | | Robert Gorman COO and Founding Partner Apollon Wealth Management |
| | | Adrian Johnstone Chief Executive Officer Practifi |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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