On-Demand Event

Must-Have Tech Solutions for Your Firm

Without technology, much of the work advisors do wouldn't be possible. But as helpful as technology is, the sheer number of options can be overwhelming. The most successful advisors know which tools to use to best serve their clients and understand how to most effectively leverage technology to build a better business. In this on-demand webinar, XYPN members Mark Wilson and Krista Cavalieri share the must-have tech solutions that will help take your firm to the next level. Learn how to successfully deploy technology within your practice to solve issues and achieve the outcomes you want. 



Mark Wilson Headshot

Mark Wilson

Krista Cavalieri Headshot

Krista Cavalieri

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