Seminars & Webinars
Events
Clients should feel and see your value everyday and be left in awe. Our solution provides that exact experience.
September 12
Mon
2 Webinars
Learn how WealthDrive will simplify your life and take your business to new heights.
9-10am
Basics of WealthDrive
During this virtual class we will cover the basics of WealthDrive and how it helps make life easier.
1 – 2 pm
Maximizing WealthDrive
Learn how to maximize WealthDrive and implement the software into your practice efficiently and effectively.
September 12
Tue
2 Webinars
Two amazing opportunities to take your practice to the next level.
9-10am
Revolutionize Your Investing Practice
Explore how WealthDrive helps revolutionize your practice. This is accomplished by opening up new prospecting methods.
1 – 2 pm
Do I Need a Robo-Advisor
An exploration into the need an uses of implementing a robo-advisor vs outsourcing the functions of a robo-advisor.