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Financial Services Roundtable: Using Tech to Create a Frictionless Client Experience
View the recorded webinar.
Passcode: 2tfGx6!s
Increase the efficiency of your business operations, save time, resources and headaches by taking the time to learn and explore the must-have apps that can transform your daily operations and your client experience. Julianne's client-facing tech will help you drive efficiencies in client communication and marketing tech will put new clients in your virtual door.
About the presenter:
Julianne Hertel, CLTC is founder and financial advisor at Dream Big Wealth Strategies, where she has been focused in helping successful people achieve their dreams, bringing openness, trust, and personal attention to the wealth management process for 15 years. With a background in higher education, Julianne works with clients to explain concepts thoroughly and empower them with the knowledge and resources they need to make wise financial decisions.
Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representative offering securities through NYLife Securities (FINRA/SIPC)
201 Jones Road, Waltham, MA 02453, (781) 647 - 4100
Date and Time
Wednesday Dec 8, 2021
2:00 PM - 3:00 PM EST
Location
Zoom invitation will be shared with all registered attendees.
Fees/Admission
No charge. For financial services industry only.