Checking it twice: Year-end tips to increase efficiency and deliver a superior client experience

The holiday season is here, and your firm’s year-end task list seems to always grow longer. But taking care of annual reporting, tax-loss optimization, portfolio checkups and other regular processes you need to perform leaves little time to engage with clients and grow your business. AdvisorEngine can help you automate these tasks and increase your practice efficiency, all in a cutting-edge and navigable package. Learn best practices to streamline your back office and tech optimization that will bring you good cheer.  And, hear tried and true tips from industry experts to help you save time and focus on the best gift of all - your clients.

Guests:

George Tamer, Head of Sales at AdvisorEngine

Gerard Michael, President, Co-Founder, SmartLeaf

Vanessa Oligino, senior consultant, Absolute Engagement

Who should attend:

Independent financial advice professionals

Takeaways:

Learn best practice tips for end-of-year client services and how to use technology tools to support relationship-building.

+ How to use your financial technology more efficiently

+ Industry best practices from financial professionals

+ Elements in a yearly portfolio checkup

+ Essential tax allocations and tax loss harvesting

+ Important client transactions to automate