Name
Advisor as CEO: Putting Asset Managers & Technology to Work for You (CE)
Date & Time
Tuesday, April 25, 2023, 11:10 AM - 12:00 PM
Speakers
Description
Presented by Fidelity Investments: Your time is occupied monitoring and managing money, and providing the holistic planning demanded by the next generation of clients. Learn how to unlock scale and efficiency, and spend more time on higher value activities without sacrificing quality.
CE: CFP, CIMA
Location Name
Uptown Ballroom Ward 1
Session Type
Education Session
Session Category
Practice Management
Presented by
Fidelity Investments
CE Credit
Yes
CE Details
CFP, CIMA