Event Details
Increasing demand and the scramble for qualified talent are creating a perfect storm: to stay competitive, family wealth firms are needing to do more with less. Within this challenge lies an opportunity to retool and let technology fill in talent gaps. Now is the time for firms to assess existing technology stacks, confirm they are being used to their fullest potential, and invest in new platforms that bring productivity to the next level. In June’s Quarterly Conversation, hear from experts in the field on how to take a pragmatic approach to solving for scalability and efficiency.
This webinar is for FWA members only. A recording will be available for replay in our library following the event. Registration is required.
Speakers:
Carl Knecht President Risclarity
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Michael Gault Partner, Head of Expert Services Mirador |
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Jennifer Wagoner Kirksey Director of Wealth Operations Tolleson Wealth Management |
When
Location
- Linked emailed to attendees