Berk Dikmen, the Marketing Manager for Advisor Websites, is joined by Ray Adamson, Chief Customer Officer at Kronos Technologies to discuss how advisors can harness the power of technology to set goals and ensure success in 2018.
In this Best Practices Webinar, discover how to:
- Use your website, digital tools and CRM to take your practice to a new level
- Break down your revenue targets into meaningful goals
- Turn those goals into the right activities at the right time
- Use technology to optimize and leverage your resources
- Stay on track and ahead of your revenue targets
Taking Advantage of Technology to Help You Plan for Success In 2018Watch now