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Jun 16, 2022

WealthTech Summit

Grant Hicks CIM speaking at the Wealthtech summit.

Today’s advisor is adapting to the new digital era as technology is advancing at a rapid pace and changing everything along the way. From how we invest, to how we connect with clients and how we run our practice – the wealth sector is undergoing a transformation and keeping up seems more difficult than ever.

The WP WealthTech Summit comes at an impeccable time to share the insights advisors need to future-proof their investments and practices, better understand the resources available to them, and learn how to identify the right technologies to save time, drive productivity, improve client interaction, and ultimately increase revenue.

Listen to Grant speak at the Wealthprofessional WealthTech Summit. Empowering Wealth Management in the digital age.

https://wealthtechsummit.ca/

WealthTech Summit

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Master Your Time: Solutions for Financial Advisors

By Grant Hicks • 08 May, 2024

Welcome to Advisor Practice Management , where we empower financial advisors with cutting-edge insights and strategies for success. Join us as we equip advisors with tools for excellence in practice management, client relations, and marketing. Subscribe for industry updates, actionable tips, and resources to elevate your financial advisory career. Let's navigate the world of financial advising together and unlock new opportunities for growth and success! Master Your Time: Solutions for Financial Advisors Struggling with capacity and time management? Discover actionable strategies to optimize your schedule and maximize productivity. Watch now to reclaim control of your time and supercharge your efficiency!