Webinars With Industry Experts

Setting Up Technology Systems At A New RIA

When you leave a big brokerage to go independent, you’re suddenly responsible for buying your own hardware and software.

You must make decisions about technology systems that previously were purchased for you by IT professionals. How do you cope?

At this webinar, you’ll learn:

  • Email, forms, and phone
  • Setting up your office network
  • Coordinating compliance systems
  • Security solutions for hardware and software
  • Integrating your applications
  • VOIP phone systems
  • How to access your office network remotely

Speaker Brian Edelman is chief executive officer at New Jersey-based Financial Computer Services (FCS), an IT consulting firm that focuses on computing, networking, and application needs of financial professionals. Before founding FCS in 1994, Edelman worked as a financial planner and chief technology officer at Planned Financial Concepts (PFC). 
 

 

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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