Explore a wealth of knowledge with our diverse webinar offerings, including thought leader speaker sessions, product demos, and insights from our partner firms. Gain valuable insights, stay updated on industry trends, and uncover innovative strategies to enhance your wealth management journey. Dive in and empower yourself with the expertise you need to thrive.
Join Tolerisk for a special Thought Leader Speakers Series webinar featuring Joe Moss, the Advisortech guru who makes tech simple, nerdy, and fun! Joe will join Tolerisk CEO & Founder Mark Friedenthal on March 25 at 4 pm ET to discuss building killer tech stacks without the headaches.
In this session, Joe and Mark will explore:
- Tech That Works: Get straightforward recommendations, including CRM, scheduling software, and risk assessment tools like Tolerisk, to create a streamlined and effective technology setup.
- The 2025 AdvisorTech Blueprint: Joe will give you a sneak peek of his upcoming book, “The Ultimate AdvisorTech Stack for 2025,” which includes a curated list of tools and strategies for simplifying your practice.
- Live Q&A and Book Giveaway: Join Joe and Mark for a lively Q&A and enter to win a copy of the book.
This webinar is eligible for CE credit for the following designations - CFP/AIF/AIFA/PPC