For financial firms looking to maximize their impact, leveraging the right technology is no longer a competitive advantage, it's table stakes. But simply having the right tools is not enough. Successful adoption is key to unlocking their full potential.
This webinar cracks the code on technology adoption. Join RIA leaders Rob Gorman, Founding Partner and COO of Apollon Wealth Management; Nate Lenz, CEO & Co-Founder of Concurrent Investment Advisors; and Adrian Johnstone, CEO of Practifi. They will explore the benefits of technology adoption, overcoming common barriers, and the unfortunate results of low adoption.
Learn real-world strategies through case studies exploring the successful implementation of technology tools at Apollo and Concurrent as they provide insight into:
- The benefits of technology adoption such as increased efficiency and productivity, cost savings, improved customer experiences and competitive advantages.
- Implementation strategies that ensure user buy-in and maximize ROI
- Change management best practices for a smooth transition
- Metrics to measure success and drive continuous improvement
- Stories of unsuccessful adoptions and valuable lessons learned, and
- Tactics for overcoming barriers to technology adoption such as poor preparation, poor product fit, and lack of incentive.
Don't miss this opportunity to learn from industry leaders and unlock the full potential of your technology stack.
CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.
Sponsored by
Nate Lenz
Co-founder and CEO
at the same time
Robert Gorman
COO and founding partner
Apollon Wealth Management
Adrian Johnstone
Chief Executive Officer
Practice
David Armstrong – Host
Executive Director, Content
WealthManagement.com, Informa Connect