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  • Monthly Program: "Delivering Better Client Experiences with Technology"

Monthly Program: "Delivering Better Client Experiences with Technology"

  • Thu, September 23, 2021
  • 2:00 PM - 3:00 PM
  • Virtual: https://us06web.zoom.us/j/88010384448?pwd=eTFWZVI3WnU0T1NPTnhlUlIvVGpIZz09

Registration


Register


"Delivering Better Client Experiences with Technology"



  

  Doug Fritz

  Co-Founder and CEO

  F2 Strategy


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.

Key Takeaways:

  1. Know Your Moat – what’s your unfair advantage?
  2. Start with the end in mind – the desired experience
  3. Technology enables Better AND Faster AND Lower Cost = That’s Innovation!
High-Level Agenda:
  • 5 min - chapter housekeeping from chapter president
  • 10 min - review of results from pre-session survey
  • 30 min - main presentation
  •  20 min - Q&A


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Financial 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