Your website is the hub for all of your marketing efforts. But are you leveraging it in all the ways you can?
Join us as we discuss ancillary tech tools financial advisors should have integrated into their websites to effectively and efficiently start and run their financial planning business.
During this webinar you'll learn about tech tools for financial advisors such as:
- Customer relationship management (CRM)
- Consumer Portals
- Google & LinkedIn Analytics
- Social Media
- Call & meeting schedulers
Jennifer Goldman CFP® and business operations strategist at My Virtual COO, started My Virtual COO to meet the needs of independent financial advisory firms. Jennifer helps growing professional services firms improve the client experience, internal operations, and profitability through best-fit software, time-saving processes, and use of expert providers. COO has over 40 years combined experience improving the operations of firms all over the USA.