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.
- 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, 2021 at 10:00am to 11:00am