New Tech-Driven Strategies to Create Scalability by Enabling Advisors

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Cost: Complimentary

Date: Thursday, May 9, 2024

Time: 1:00 pm ET | 10:00 am PT

Produced and Sponsored by:

Balancing operational demands with high-touch client service is a common hurdle wealth managers face – even when new technologies can be deployed now to optimize operational efficiency and drive business growth. In this webinar, you’ll learn how to leverage tech-driven operational strategies that enable advisors to scale capacity. You’ll learn about the operational foundation needed in order to adopt a new tech solution and how to contextualize the value-add the solution for your business.

Join this complimentary webinar to learn how other leading advisors are using these strategies to support scalability and growth. You will:

Understand the importance of an operational service model in implementing new technologies effectively
Learn how to minimize time spent on customization tasks, allowing you to focus on value-add initiatives
Explore the benefits of leveraging technology to scale operations and win new business
And more

Disclaimer: Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor. Winthrop Wealth and Addepar are separate entities from LPL Financial.

Featured Speakers:

	Max Winthrop \| Chief Executive Officer \| Winthrop Wealth Max Winthrop is the Chief Executive Officer at Winthrop Wealth. Max has consistently challenged the industry norms for wealth management providers, investing in creating a team-based wealth management experience that is complemented by a cutting-edge technology platform. He has over ten years of experience in the financial services and investment management industry. He is responsible for setting the firm’s strategy, broadening the service offering, and constantly working to enhance the client experience.
	Michael Banchick \| Chief Technology Officer \| Winthrop Wealth Michael is the firm’s Chief Technology Officer. He is Chairman of Winthrop Wealth’s Data Governance and Risk Committee. Prior to joining Winthrop Wealth in 2017, Michael worked in consulting where he helped emerging businesses develop growth strategies and scale their operations. Michael began his career in business development, and leading operational teams where he implemented enterprise technology solutions. Michael earned a Bachelor of Arts degree from the University of Massachusetts. He resides in Boston with his family and has been active on a number of advisory boards.
	Charlie Mackenzie \| Manager, Client Success Management \| Addepar Charlie has been in the financial services industry for 15+ years and brings diverse experience collaborating with wealth management firms to implement new technology, deepen integrations, enhance operational efficiency, resolve issues, and help them succeed and grow their business. He has a background in training, client management and technology consulting.