Name
Fuzzy or Focused: Insights into Your Technology, Operations & Marketing
Date & Time
Monday, October 9, 2023, 8:25 AM - 9:00 AM
Speakers
James Sullivan - Private Advisor Group
Anne Mortera - Private Advisor Group
Kelly Coulter - Private Advisor Group
James Sullivan Anne Mortera Kelly Coulter
Description
We've extracted the juicy details of your business, the technology platforms you use, your digital marketing footprint, and unconventional efficiency drivers for your operations. Learn foundational best practices and elite-level processes as we bring these insights into focus.
Location Name
Grand Ballroom A/B
Session Type
Education Session
Presented by
Private Advisor Group