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Revving up Technology in 2019 – with eMoney Advisor

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Advisors, get your engines revving!

I’m teaming up with eMoney Advisor to present the ultimate guide for advisors who are looking to jump start 2019 with powerful technology decisions that put them ahead of the pack. Join me and eMoney’s Connor Sung, CFP on this December 19th webinar at 12:30 PM EST to learn:

  • How to outmarket the competition and attract new clients using meaningful online content in 2019
  • Challenges and opportunities for breakaway advisors
  • How to overcome the #1 challenge for independent advisors using 2019 technology
  • Financial planning best practices for the new year
  • How to make technology decisions that save time and reduce cost
  • How to maximize ROI on your technology decisions

Register today!

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