Webinars With Industry Experts

Virtual Desktops For Financial Advisors

Attend this webinar to learn the following crucial ideas about Virtual Desktops for Financial Advisors, including:

 

Virtual Desktop versus Remote Desktop – what’s the difference?

Who should move to a virtual desktop? Who should not?

What to expect after you move

Typical practice management benefits and issues in an RIA

Using a virtual desktop with web apps as well as desktop apps

The A4A - FPA Technology virtual desktop for advisors

 

Craig Pollack has been a trusted technology consultant to financial advisors for over 25 years.  FPA Technology Services, his firm, ensures business systems and network infrastructure are secure and sensible. Pollack has built FPA into a leading managed service provider to RIAs in Southern California and has partnered with A4A to create and train advisors across the nation on leveraging virtual desktops in professional practices.


This webinar is eligible for IMCA® CE and PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.

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
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

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.

 

SCHEDULE A DEMO