00:03:10 Create new playlist Create new playlist Generational Change: Technology driving transformation July 20, 2020
00:03:59 Create new playlist Create new playlist The Financial Industry’s Technological Transformation September 25, 2020
00:06:03 Create new playlist Create new playlist Discovery Data Launches New MarketPro Platform September 10, 2020
00:12:15 Create new playlist Create new playlist Keeping Clients Engaged Using Technology November 19, 2020
00:07:22 Create new playlist Create new playlist Improving the Client Experience While Making Wealth Advisors More Efficient June 18, 2020
00:03:17 Create new playlist Create new playlist The Magic Bullet: Leveraging Technology to Provide Better Plans February 24, 2020
00:05:36 Create new playlist Create new playlist Digital Engagement & Financial Planning: Past, Present, Future February 24, 2020
00:01:38 Create new playlist Create new playlist Learn How One Advisory Firm Engages Their Clients February 24, 2020
00:06:42 Create new playlist Create new playlist The Third Wave of Financial Planning November 7, 2019
00:02:38 Create new playlist Create new playlist Home to your client’s financial journey October 21, 2019
00:08:51 Create new playlist Create new playlist Driving Innovation with Black Diamond September 16, 2019
00:01:40 Create new playlist Create new playlist Black Diamond: One Stop Shop for Wealth Management August 6, 2019
00:01:31 Create new playlist Create new playlist Leveraging the Black Diamond Client Experience August 12, 2019
00:02:10 Create new playlist Create new playlist The Next Evolution in Managed Accounts July 16, 2019
00:01:26 Create new playlist Create new playlist A Complete Platform Enhanced by Our Partners July 16, 2019
00:01:30 Create new playlist Create new playlist Delivering a Personalized Client Experience June 5, 2019
00:05:41 Create new playlist Create new playlist Finding Trusted Solutions for an Ever-Changing Business January 7, 2019
00:04:52 Create new playlist Create new playlist NaviPlan Prepares Advisors for the Third Wave of Financial Planning February 6, 2019
00:06:41 Create new playlist Create new playlist Wealth Managers Must Embrace Technology December 18, 2018
00:02:17 Create new playlist Create new playlist Driving Technology Forward: Bringing Advisor and Client Closer Together November 6, 2018
00:04:20 Create new playlist Create new playlist Partner Experience Program Takes on Software Challenges October 1, 2018
00:07:57 Create new playlist Create new playlist Advicent is Solving Challenges in the FinTech Space August 2, 2018
00:04:43 Create new playlist Create new playlist Empowering Advisors to Do More with Clients November 16, 2017
00:05:52 Create new playlist Create new playlist Financial Planning Software for a Dynamic Industry June 19, 2017
00:03:49 Create new playlist Create new playlist Four Trends Changing Financial Planning Fundamentals June 5, 2017
00:01:13 Create new playlist Create new playlist Barriers to Entry in Financial Planning June 5, 2017