During this discussion, three successful advisors will break down how they and their teams are using technology to focus their positioning, grow revenues and operate a scalable practice.

Specifically, they will discuss:

  • What tech solutions they rely on to grow (business development and marketing offerings) and scale (efficiencies/savings) their practices
  • Why digital marketing is an essential component in growing your practice and what tools are a MUST have
  • How technology can assist advisors in providing specialized services such as tax and estate planning to their clients at scale
  • What tools can enable advisors to better establish their value proposition with clients

Suzanne Siracuse
– Suzanne Siracuse Consulting, LLC

Amanda Piper
– Wagener-Lee Wealth Advisors
Jill Hollander – Financial Connections Group, Incorporated
Andrew Altfest – Altfest Personal Wealth Management, Founder FP Alpha