How Advisors Use Technology to Drive Hypergrowth

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In today’s digital age, technology has become an essential tool for success in the financial planning industry. From a single source of record and automated client onboarding to advanced portfolio management and risk analysis platforms, technology can help financial advisors streamline their operations, improve efficiency, and increase profitability.

However, technology alone is not the only tool an advisor can use to scale at a rapid pace. Advisors must employ a series of techniques and best practices to breakaway and differentiate themselves as a “Hypergrowth Advisor.”

Join Nitrogen and Wealthbox for a previously recorded live webinar to learn how advisors are achieving the status of “hypergrowth.” This webinar will cover:

  1. How advisors apply the latest trends and best practices in fintech to scale rapidly.
  2. How leading firms select and use technology to power their practices.
  3. Why advisors feel having CRM at the core of their business is a top priority for driving hypergrowth.
  4. How meaningful client interactions increase financial confidence and skyrocket growth.

Speakers

Jy Corbett

Managing Director

Wealthbox

Jomin Bishop

VP of Sales

Wealthbox


“Simplicity in the relationship management experience of Wealthbox combined with the fearlessness in the investing experience made possible by Nitrogen is a big win for advisors and their clients.”

Steve Carroll

Head of Product at Wealthbox

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