Register Today: www.FPAMNSypmosium.org
Obtaining the Most Value From your Software Technology: Best Practices
Presentation Scheduled for Monday, October 17, 2:55-3:45 pm
Anticipated CE: 1 MN insurance, 1 CLE Standard & 1 CIMA
Approved CE: 1 CFP, 1 WI insurance, 1 NASBA/CPE
Acquiring a new piece of technology is exciting but after the initial euphoria we ask ourselves what’s really happened and has it really added value to your practice?
Spenser Segal, the CEO of ActiFi, an advisor success company, will dispel this myth and instead share insights to help you to learn how to accelerate your success through leveraging technology to:
- Reduce the cost of existing processes
- Enhance your value proposition through process improvement and
- Attract new clients and serve unmet client needs.
No matter where you are with your current technology offerings or practice structure, you will walk away from this presentation with an understanding of the true business value of technology, a framework to more effectively use technology you already have or plan to acquire and insight into how technology can orchestrate and automate aspects of your business processes.
If you haven’t already registered for Symposium you must do so today!