Growing Revenue and Profitability in 2017
Date: Thursday, November 17, 2016
Time: 2 pm ET | 11 am PT
As an advisory firm in the age of robo-advisors, you’ve got to utilize all the tools at your disposal to be efficient in providing services the robos just can’t. Those tools can include your standalone software and your technology partners, be they a clearing firm or a custodian. Whether you’re still evaluating which solutions may be right for your firm, or trying to figure out how to effectively use the systems you already have access to – technology can be a challenging part of your day to day operations.
Register for this complimentary webcast that will help you tackle that challenge and improve both your client services and overall bottom line. Industry experts and your peers will share:
- Real-world examples of how technology has increased firm revenues and profits
- Tips to help you gain wallet share from existing clients and gain new clients
- What new technology is on the drawing board that you should plan to coopt in your practice
- A roadmap for evaluating, buying and implementing the right technology at your firm
Shareholders Service Group
Dan is involved in all aspects of managing SSG, which provides high-quality, dedicated services for independent registered investment advisors across the nation serving affluent clients. Specific areas of focus include technology, finance, operations and strategy. Prior to joining SSG, Dan served as Vice President of Advisor Technology Solutions at Charles Schwab & Co., Inc. He began his career at Jack White & Company in 1994.
Kim Gaxiola, CFP
Tech Girl Financial
Owner, speaker, educator, and advisor, Kim’s mission is to provide objective and timely financial advice and guidance, with the highest level of professional service.
In 1994 Kim graduated with a bachelor’s degree in economics from UCLA and received the Certified Financial Planner certification from the College for Financial Planning in 2008. After spending over 10 years working for Wall Street banks and broker-dealers, in 2010 Kim crossed over to the independent world where she now enjoys the entrepreneurial spirit to grow her business, delivering unbiased, independent advice without the pressure of Wall Street quotas.
David J. O’Brien, MBA, AIF, CFP
Evolution Advisers Inc.
Dave is a Certified Financial Planner practitioner and received a BA and MBA from the University of Richmond, a Certificate in Financial Planning from Virginia Commonwealth University, and the Accredited Investment Fiduciary designation.
In 2016, Dave co-founded Evolution Advisers – a continuation of O’Brien Financial Planning, a Fee-Only Registered Investment Advisory and Financial Planning firm he started in 2006 after 18 successful years at General Electric.
James J. ‘Jamie’ Green
Group Editorial Director
Investment Advisor Group/ALM
James J. ‘Jamie’ Green is the editor of ThinkAdvisor.com and Investment Advisor magazine, publications which have served the independent and independent-minded advisor industry for more than 35 years. Jamie holds a BA in philosophy and has been a print and digital journalist for more than 30 years.