Upcoming Live Webinar: Building an Effective Financial Tech Stack for Business Growth

It’s no secret, choosing between hundreds of financial technology tools can be a complex and tedious process.

It’s hard to assess which tools you’ll leverage to catapult your business to the next level.

That’s why financial industry leaders from top tactical technology platforms like Asset-Map, Holistiplan, Trust and Will, and Caribou have teamed up to show how advisors can leverage these strategic platforms to aid their clients’ planning needs.

Join us on Tuesday, September 19th at 1 pm CT for a roundtable discussion, where we’ll discuss:

• How to tactically build your tech stack

• Facilitating meaningful conversations by getting the right tech in front of clients

• Engaging in advice that is catered to your clients’ specific needs