September Webinars & Events
-
Marketing 101 for Growth-Focused Advisors
September 18th
11:00 AM PST
Lauren Hong, CEO of Out & About Communications, a full-service marketing agency with a financial services specialty, will share top marketing “must-haves” for financial advisors. You won’t want to miss gaining fundamentals that will serve you well on your growth journey.
-
Next Level Client Service
September 19th
9:00 AM PST
Join us to discover how to streamline your processes, enhance client service delivery, and gain clear visibility into your practice operations by leveraging your CRM as the operational hub of your practice.
-
Live Q&A for Wealthbox Users
September 25th
11:00 AM PST
Join us for an exclusive Q&A session with CRM and client service experts Kate Guillen and Katherine Beltran from Simplicity Ops. This open forum webinar provides an opportunity to ask questions and discuss challenges your firm is facing related to Wealthbox, Operations, and Client Service.
-
Cybersecurity with LiquidMO
Join us for an insightful webinar where we'll dive into how LiquidMo safeguards Registered Investment Advisors (RIAs) from sophisticated cyber threats.es here
Want help from an expert?
Contact us to discuss how we can help you use your CRM to its full potential.