Elevate Your Financial Client Experience

How to 5X the Client WOW Factor Using Systems + Automation!

How do you best utilize technology and automation to maximize your time and become more efficient?

In this discussion hosted virtually by the Financial Planning Association-Silicon Valley, two industry professionals will review a client case study and offer up concrete examples of how key principles can be implemented in your own practice.

SPEAKERS

  • Cameo Roberson, Founder of Atlas Park Consulting and Alumna of the UCSC Silicon Valley Personal Financial Planning Certificate Program
  • Arielle Minicozzi-Figueroa, Founder and Co-Owner of Sphynx Automation

 

The FPASV is a partner supporting the students and alumni of the UCSC Silicon Valley Extension Personal Financial Planning certificate program.

Wednesday, August 18 at 10:00am to 11:00am

Virtual Event

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This event requires registration.