Financial advisors can spend close to 70% of their time on non-revenue-generating tasks. Join us on June 13th atat 11:00 am EDT for a Coffee Talk with Mark Landers, Managing Partner, Haunn Landers & Co, Louis Retief, CEO and Co-founder, Hubly, and Steven Malynowsky, Sr Product Marketing Manager at Maximizer, as they share insights from the financial advisory space that future-proof your practice with the strategic use of technology to:
- Enhance client relationships
- Operationalize manual processes
- Prepare for effective succession planning
This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit.
