Wealthmanagement Email Newsletter: Hey, you're invited! Cracking the Code: Case Studies on Successful Tech Adoption (June 11, 2024)

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Cracking the Code: Case Studies on Successful Tech Adoption

DATE:
Wednesday
June 26, 2024

TIME:
3:30 PM ET
12:30 PM PT

DURATION:
60min

For financial firms looking to maximize their impact, leveraging the right technology is no longer a competitive advantage, it’s table stakes. But simply having the right tools isn’t enough. Successful adoption is the key to unlocking their full potential.

This webinar cracks the code on tech adoption. Join RIA leaders Rob Gorman, Founding Partner and COO of Apollon Wealth Management; Nate Lenz, CEO & Co-Founder of Concurrent Investment Advisors; and Adrian Johnstone, CEO of Practifi. They’ll explore the benefits of tech adoption, overcoming common barriers, and the unfortunate results of low adoption.

Learn real-world strategies through case studies exploring the successful implementation of tech tools at Apollon and Concurrent as they offer insights into:

Tech adoption benefits like Increased efficiency and productivity, cost savings, enhanced customer experiences, and competitive advantages
Implementation strategies that ensure user buy-in and maximize ROI
Change management best practices for a smooth transition
Metrics to gauge success and drive continuous improvement
Unsuccessful adoption stories and valuable lessons learned, and
Tactics for overcoming Impediments to tech adoption like poor preparation, poor product fit, and lack of incentive

EARN CE CREDIT

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Featured Speakers

Nate Lenz

Co-Founder and CEO

Concurrent

Robert Gorman

COO and Founding Partner

Apollon Wealth Management

Adrian Johnstone

Chief Executive Officer

Practifi

Not able to attend the live event?

Archived versions of webinars from WealthManagement.com are available

for viewing On Demand shortly after broadcast. Register today and you will

receive an email with login instructions as soon as the replay is available.

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