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Operational excellence

Tighten up your team’s execution


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Your firm is executing well – but you can get even smarter. Use these tips and your company will be saying, “Our ops team is so on top of it!” You’ll learn ways to simplify your daily operations that will make your clients (and your colleagues) much happier.

Attendees will get steps to streamline daily operations, an understanding of where tech tools can help and downloadable resources.

Craig Ramsey, COO, AdvisorEngine
Nick Harding, SVP Advisor Care and Success, Nitrogen
John O’Connell, CEO, The Oasis Group

Who should attend:
COOs and Operations Managers

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