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Beneva with CI Global Asset Management: Embracing Technology – adopting a modern advisory practice
August 22, 2023 EDT @1:30 pm - 2:30 pm
In the recent years, advisors and investors alike have had to rely on technology to do business more than ever before. Now, advisors have the unique opportunity to strategically lean into a hybrid environment, where they can leverage technology to systematize their business, provide better client service, and grow an efficient practice. In this presentation, you will learn:
- Why it is so critical to embrace technology.
- 3 key business areas to modernize.
- Best practices on implementing new technologies in your practice.
Today, investors expect a modern approach to their investment advice. Join CI Advisor Consulting to learn more on how technology can carry your business into the future.
1 CE Credit
