In our industry, a common problem financial advisors have to deal with is the amount of time and resources financial advisors put into handling simple, repetitive tasks - day after day. From creating agreements to updating client records, these simple tasks pile up and take away from an advisor's most valuable resource: time. And we all know the saying; time IS money.
Many advisors always ask the question "how can I save time and money?" In this webinar, we discuss ways you can save time and money, and ultimately impact your bottom line. In case you missed this webinar for some reason, we've got you covered.