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Top of Mind Webinar: Elevate Your Client Experience – How To 5X The Client WOW Factor Using Systems + Automation!
Firms at all stages of their business can benefit from utilizing processes and technology, but knowing where to start and how to progress can be overwhelming. In this presentation, Cameo Roberson of Atlas Park Consulting will talk about why and how to systematize your business processes in order to run a more effective financial planning practice. Arielle Minicozzi Figueroa of Sphynx Automation will discuss how to best utilize technology and automation to maximize your time and become more efficient. Both presenters will review a case study covering a client they assisted, giving a concrete example of how these principles might be implemented within your own practice.

Aug 18, 2021 10:00 AM in Pacific Time (US and Canada)

Meeting is over, you can not register now. If you have any questions, please contact Meeting host: Tonia Forbus | ED of FPA Silicon Valley.