During the quarantine, an observation of mine was how flexible and understanding both attendees and participants of webinars have been. Most people seem to understand companies are doing their best when conducting webinars, and appreciate the effort made to communicate a message more than the flawless execution of navigating virtual meeting technologies.
Hortz: What were some of the most interesting or useful advice presented during the three panels?
Westphal: The CEO Roundtables included leaders from companies who each provide advisors specific solutions in the tech stack foundation: Asset-Map - a state of the art financial advisor mapping software, Redtail - a leading CRM with hundreds of fintech integrations, Orion - the premier portfolio accounting system, Riskalyze - a powerful risk alignment tool, Snappy Kraken - cutting-edge marketing automation services, and my firm Mobile Assistant - a high tech, human quality dictation solution for documenting client interactions. The combination of so many aspects of an advisor’s workflow technology allowed for topics to be addressed from multiple thought leader perspectives.
As to key highlights there were so many of them that it may be best to give you links to Craig Iskowitz and his Wealth Management Today blog that did a great job in chronicling and compiling the best ideas and advice from our 3 Roundtables:
Roundtable 1 - CEO Roundtable: Leading Through Change in The Age of COVID19
Roundtable 2 - 6 Smart Strategies for Managing Remote Wealthtech Employees
Roundtable 3 - 13 Reasons Advisors Should Be Emperors of Their Technology Domains
Our YouTube channel also contains all three Roundtables in their entirety if you want to dig further:
https://www.youtube.com/user/MobileAssistantUS/featured
Hortz: Any last thoughts about what you learned through this event and want to share with financial professionals and other industry leaders thinking about doing virtual engagement events?