Fintech is disrupting wealth management and the advisor industry is evolving. While fintech has increased competition in the advice business, advisors have found that those digital advances have bolstered their ability to serve clients, both by freeing up their time and helping their businesses run more efficiently.
Season 3 of Accelerating Your Business will focus on Advisor Technology. Please join is on October 28th as we launch the next season with a discussion and demonstration by RightCapital and Wealthbox.
About Accelerating Your Business
Let's get down to business. To succeed, you need to be business savvy to effectively market yourself, network with solution providers, and manage the back end of your business while delivering a superior client experience and exceptional outcomes. Oh, yeah… and grow your business, too!
This series is your virtual front-row seat to interactive, quality, relevant programs that provide upskilling tools to propel your business into the future. You’ll gain actionable insights from thought leaders, practitioners and solution providers that you can put into practice right now.
As a member of FPA of Tampa Bay, you’ll have exclusive access to our Member Vault with curated content from our ever-expanding group of industry experts, thought leaders, key suppliers, business coaches, and fellow practitioners. We’ve got fresh ideas, shared experiences, valuable connections, and new friends!
Top off your tank, click your seat belt, adjust your mirrors, and hit the gas for Accelerating Your Business.