"Delivering Better Client Experiences with Technology"
Co-Founder and CEO
This fast-paced and colorful session will cover the top “must do” and “try to avoid” things that F2 Strategy has seen from their experience in working with myriad nationally-recognized wealth management firms. The session wraps-up with specific ideas to supercharge your firm now, and a look at what’s on the horizon when it comes to digital experiences.
© 2021 FPA of Los Angeles - All rights reservedFinancial Planning Association of Los Angeles is a 501(c)(6) non-profit organization.
Phone: (323) 510-4870 Mail: in care of Premium Organization, PO Box 4130 Scottsdale AZ 85261