Available On-Demand

Cost: Complimentary

Sponsored by:

Many financial advisors are looking to supercharge their practices, and while exciting, scaling your business can be a demanding process. In this webcast, an informative panel of experts will share detailed insights on how certain cutting-edge technology tools can propel advisor success by empowering them in digitization, streamlining and visualization. These three powerful processes can help clients and advisors alike improve both front- and back-office operations. This enables advisors to add new clients and expand existing client relationships with better onboarding and workflows, and can help with other documented processes such as referral plans and client value propositions.

Join this complimentary webcast to discover how to use the latest tools in the market to take your business to the next level. You’ll learn:

  • How today’s innovative advisor technology can help you transform your business through digitization
  • Why the newest technology tools can be used to streamline processes in your wealth management practice
  • How to improve efficiency in client-facing and back-office operations
  • What are the best ways to support clients via technology that emphasizes visualization, such as portfolio and risk analysis, report generation and more


Featured Speakers:

Joel Bruckenstein | Publisher | T3 Technology Hub

Joel Bruckenstein, CFP, is an expert on applied technology for financial professionals and publisher of Technology Tools for Today (T3) — now dubbed the T3 Tech Hub. He is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, as well as the T3 Enterprise Conference, an annual gathering of top executives from independent broker-dealers and large RIAs.

Craig Iskowitz | CEO and Founder | Ezra Group

Craig Iskowitz is a business and technology strategy consultant and expert on fee-based advisory platforms and wealth management technology. He is the CEO and founder of Ezra Group, a strategy consulting firm. He also publishes WTToday, a blog offering the latest insight on technology for wealth, asset, and investment management professionals, and is host of the WealthTech Today podcasts, in which he discusses, dissects, and debates the latest news and trends in wealth management technology.

Keena Pettijohn | CEO and Founder | Lifelogixs

Keena Pettijohn is CEO and founder of Lifelogixs, a strategic solutions consultancy group founded on the tenets of health, wealth and happiness, and dedicated to the introduction, integration, and implementation of technology software solutions for bank, credit union, insurance and RIA distribution channels. She is a speaker for and member of the Bank Insurance & Securities Association (BISA) and a 2022 BISA Technology Innovations Award winner. In addition, she is serving as judge for Credit Union Times’ LUMINARIES Awards.