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Continue the Conversation: Let’s Talk About Your Firm Operations

Session Description

Why Attend
Bring your questions and ideas to spark truly organic, advisor-driven conversations. Walk away with new ideas, strategies and perspectives on technological or compliance solutions in your practice.

Session Details
Rapid changes in technology capabilities and in matters beyond our control, such as the changing regulatory environment and cyber threats, present both opportunities and challenges.
What’s on your mind?

  • How do I know if my firm is safe from cyberattack?
  • Is my firm prepared for the DOL’s ruling?
  • Are we adequately addressing mobile technology?
  • What could we do differently with technology to drive growth, expand client reach, and improve service?

*These sessions will take place in The Exchange and have limited enrollment. Please register early.

Additional Information
Not Available
1h
Session Schedule