How Advisors Can Use Technology to Boost Sales & Interactions

Explore how the strategic use of technology allows you to allocate more time to high-value tasks and meaningful client interactions, elevating your practice. During this CE-credit webinar, we will unveil the secrets to streamlining workflows, reducing costs, and freeing time for high-value client facing activities.

Discover:

• How client expectations have evolved ​in recent years
• How digital technology address modern consumer expectations
• The current state of technology adoption in the sales process by advisors
• How digital sales technology forms an integral part of the modern advisor tech stack
• The modern advisor's digital tech stack
• The role of AI in the sales process

Launch Date: April 24

How to earn your CE credits

To earn your CE credits, it is crucial to attend the entire webinar and achieve a minimum score of 80% on the concluding quiz. Upon successful completion, you will be issued an Advocis x Equisoft certificate via email.