The technology explosion that brought us Amazon, Netflix, Uber and Hulu isn’t relegated to the entertainment world. The financial services industry has transformed under a technology boon, too. It can disrupt your business if you’re not prepared to adapt – or it can stimulate long-term success. Join us for a roundtable discussion, led by Carson’s Director of Retirement Research Jamie Hopkins, to explore this key area to growth. Jamie, also the Managing Director of Carson Coaching, will guide the conversation with tech giants: Holistiplan, ATA Risk Station, Altruist, FP Alpha, and Invent.US. On September 16, this knowledgable group will discuss ways advisors can improve their efficiency and better serve clients. Don’t miss out on this opportunity to go over emerging tech, its role in the future of the industry and how it can affect your bottom line. Sign up today.
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Sep
16