PreciseFP As Part of Your Custom-Built “Robo Advisor” Technology Suite

16 November, 2015
There are various ways for you to join in the “robo revolution” to tap into new technological advances for increasing firm efficiency and offering an enhanced client experience. Some firms are either not allowed or are not choosing to adopt one of the “robo-adviser” platforms and instead are choosing to build their own suite of technologies by connecting best-in-class offerings in each category that have deep integrations with each other.

This webinar, presented by Deborah Fox, CEO of Fox Financial Planning Network, and Don Whalen, CFP®, co-founder of PreciseFP, the leading client and prospect data-gathering tool, will show you how to run a more efficient practice while offering clients the robo experience that they expect.

Knowing your clients and serving them
In the most efficient manner possible

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