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How Streamlining Your Practice Can Elevate Client Experience & Your Business Results
Date: Thursday, September 23, 2021
Time: 2 pm ET | 11 am PT
Editorial Webcast Sponsored by:
Though the needs of advisor practices may vary, creating an efficient and engaging experience for investor clients is key. Financial advisors are under pressure to lower costs and meet rising client service expectations. To accomplish this, advisors need straight-forward ways to streamline their wealth management practices without having to spend extra time and financial resources becoming tech experts.
Join us for this complimentary webcast to discover new ways to:
- Build a business that engages clients and drives referrals
- Control costs, increase productivity and manage risk
- Meet clients’ rising expectations for wealth management services and digital experiences
REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)
Doug Fritz | CEO & Founder | F2 Strategy, Inc.
Doug Fritz is the co-founder and CEO of F2 Strategy, a WealthTech management consulting firm helping complex RIA, wealth, bank/trust and family office firms improve their technical capabilities to build exceptional client and advisor experiences. Doug, former First Republic CTO, leads an all-star team of executives from a wide range of top-rated wealth firms and family offices. His team consistently delivers results-driven management strategy with industry-leading proprietary research through their Outsourced CTO (OCTO) model and strategy consulting services.
Jen Goldman, CFP® | CEO, Business Transformer | Jen Goldman Consulting, LLC
Jen Goldman brings 30 years of experience transforming businesses to thrive through change. Her operational transformation methods have boosted over 1,000 businesses’ people, productivity, profitability and growth. Jen is a Certified Financial Planner and published in Inc Magazine, Tech Tools for Today’s High-Margin Practice and Liberated CEO, and has been a guest podcaster. She also provides online micro business management courses and a free business health assessment for DIYers.
Keena Pettijohn | CEO & Founder, Lifelogixs | Innovations Advisor to the Bank Insurance & Securities Association
Keena Pettijohn is CEO & Founder of Lifelogixs, a strategic solutions consultancy group founded on the tenets of health, wealth and happiness and dedicated to the introduction, integration and implementation of technology software solutions for national banks, broker-dealers, credit union, major insurance providers and RIAs. A seasoned executive with more than 25 years in the financial services industry, she is known for building flagship wealth and insurance programs. She also is a proud member of the Females and Female organization and was recognized as a Top Financial Wellness Expert to watch in 2021.
Bjorn Widerstedt | Vice President, Product Management | SS&C Advent
Bjorn Widerstedt is the Vice President of Product Management for Black Diamond within SS&C Advent. He loves to simplify complex problems, find opportunities, and build meaningful products. In this role he is responsible for Platform Strategy and Management, UX Design, and Product Consulting. Bjorn and his team innovates closely with clients and partners in order to transform the wealth management space. Working with great people ad having fun gets Bjorn existed every day.