Securities America and Advisor Group is expanding and adding to value-add services all the time.
Our role is to help you reach your goals and often that means that you are seeking efficiencies, and resources to help you reach that next level.
To that end, Abby and I are offering a multi-part series to give you a "Tour of Advisor Group" Products and services.
Our next call will occur on March 22nd 2023 at 1:30 PST.
Register in advance for this webinar by clicking HERE.
After registering, you will receive a confirmation email containing information about joining the webinar.
A quick Agenda for this month's Call
- Technology Consultants Jonathan Belair & Eric Baumgartner will join us to talk about ways to make the technology in your office work to make you more efficient.
- They will highlight using Redtail and Albridge in collaboration to give a full client picture from your CRM.
We look forward to welcoming you to the conversation - and hear your questions and feedback to make it worth your time.
See you on the call!
Date and Time
Wed, Mar 22, 2023
1:30p - 2:30p PST