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As the recent market downturn and ongoing uncertainty about the global economy shows, straying off the prudent investing path can be dangerous. Many investors are getting caught up in recency bias and taking unnecessary risks. Advisors need to have the right technology platforms in place to help efficiently and calmly guide clients’ investing decisions to safe harbors.
Join this complimentary webcast to learn more about how you can provide detailed and easily understandable investment plan data for your clients. The event will also explore:
Why the best tech for advisors isn’t necessarily more tech, but better tech
Key elements tech platforms must have in order to provide thorough data, greatly assisting you in explaining volatility
Real life examples of how tech has been misused with clients and where it succeeded
How technology can provide efficiency and scalability to maintain and grow your book of business
|Gavin Spitzner | Founder and President | Wealth Consulting Partners
Gavin Spitzner, Founder and President of Wealth Consulting Partners, has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing business development, digital strategy and professional development.
Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs and fintech firms to develop and implement innovative investment management platform solutions leveraging modern technology and processes to improve top and bottom-line business performance
|Timothy D. Welsh | President, CEO and Founder | Nexus Strategy
Timothy D. Welsh, CFP, is President, CEO and Founder of Nexus Strategy, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading organizations to best market their products, services and technology to the independent advisor community.
Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors.
|Craig Iskowitz | CEO and Founder | Ezra Group
Craig Iskowitz is a strategy consultant in Wealth Management and an industry thought leader. He is Founder and CEO of Ezra Group, a management consultancy that offers technology, business growth and strategic marketing services to broker-dealers, banks, RIA’s, asset managers and their fintech vendors.
|Robert DeFrancis | Head of RIA Sales | Practifi
Robert is a FinTech industry leader and advisor advocate working with innovative, technology-forward financial advisory firms. He brings over 20 years of experience, including his time at Junxure and PortfolioCenter.