In this webinar series, you will learn how to integrate digital tools into your workflow to streamline data entry and improve the way you deliver value to your clients. Implementing a digital transformation of your practice can be much like preparing for a road trip. You need to identify your final destination, a map showing you how to get there, and you need to be prepared for the journey.
Attend this non-technical session with Donny Shimamoto to figure out which digital technologies you should be looking at and which transformation strategy may be the right one for you.
Masterclass hosted by Amy Franko: A firm’s strongest growth opportunities are through expanding your existing client base. Get customer experience right, and you will improve sales growth.
In today’s digital age, relationship building can feel more challenging than ever. Join Amy Franko for a masterclass in how to determine which relationships get your valuable time investment.
What’s the difference between a firm that is operating on idle and one that is poised for strong growth? Innovation. Join Sales Leader Amy Franko's masterclass as she explores this topic.
Join Jason Blumer, CPA as he hosts a masterclass on how to onboard digital clients in a remote world.
Join one of Linkedin's Top Sales Voices, Amy Franko, as she hosts a masterclass on Modern Strategies to Build a Trusted Advisor Culture.
This panel conversation will cover multiple angles on the mindset of digital transformation, ranging from strategic approaches to best practices, and how to manage ourselves in the evolution.
As a finance pro, you’re an expert who understands the technical impact of technology and process. Join Tate Henshaw to learn how to convey this importance and gain the trust of your hesitant clients.