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Advocis Coffee Talks 73: Next-Gen Advising: How to build a tech-forward practice

Advocis Coffee Talks 73: Next-Gen Advising: How to build a tech-forward practice

Advocis Coffee Talks

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

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In our June episode of Coffee Talks, Mark Landers, Managing Partner, Haunn Landers & Co, Louis Retief, CEO and Co-founder, Hubly, and Steven Malynowsky, Sr Product Marketing Manager at Maximizer, share insights from the financial advisory space that future-proof your practice with the strategic use of technology to:

  • Enhance client relationships
  • Operationalize manual processes
  • Prepare for effective succession planning

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.

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