Join us for an info-packed session with Chris Candela, Senior Relationship Manager from Advisor Services Digital Solutions, where we’ll cover exactly how PreciseFP integrates with Schwab to make your life easier.
We’re talking envelopes, signatures, and pushing data directly to Schwab Advisor Center — because you don’t know what you don’t know until you see it in action.
This is one of our most-attended webinars — don’t miss it!
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Chris Candela
Senior Relationship Manager, Advisor Services Digital Solutions
