Taking Advantage of Technology to Help You Plan for Success In 2018

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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 2018

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About the expert

Berk Dikmen

Berk Dikmen

Marketing Manager, Advisor Websites

Berk has worked for multiple companies and industries in the past, ranging from small startups to multi-national behemoths spanning several different countries. He brings a wealth of experience and a fresh perspective to the fintech space, with a focus on lead generation and brand awareness.

About the host

Ray Adamson

Ray Adamson

Chief Customer Officer, Kronos Technologies

For over twenty years Ray Adamson has held senior leadership roles in the financial services industry. At companies like Kronos Technologies, Bluesun, Great West Life and the Covenant Group, he has worked to implement national practice management strategies, increase client acquisition and retention, and build out sales capabilities. As an advisor, consultant, practice management coach and speaker, he has helped management and advisors at the largest carriers and distributors in North America take their business to the next level.

As Chief Customer Officer at Kronos Technologies, Ray works with carriers, distributors and advisors—helping them leverage Kronos Technologies’ suite of industry specific web applications to manage and grow their businesses.


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