Face it. These days, your phone changes faster than you do. Continuous improvement is the name of the game. If you’re standing still, you might as well be walking backward.
Special guest Scott Fergusson joins us to talk all things innovation and how you can easily upgrade your business. Not just to keep up with the industry, but to get ahead of your competition. Get an exclusive look at what Ash Brokerage is doing to help – you’ll learn about technology that can:
- Help you better manage your day-to-day workflow
- Change the way you help clients plan for retirement
- Use data to tell you when clients are more likely to act on your recommendations
If you register now, you’ll be among the first advisors to hear about these innovative tools and how you can use them. Don’t miss out! Register now to save your seat.
About the Speaker
|Scott Fergusson is a 25-year veteran of the financial services space and former advisor. He is a serial entrepreneur, notably in the data aggregation space, co-founding Investigo, which was acquired in 2008 by Broadridge Financial Solutions of New York. At Investigo, Scott and his team pioneered in the field of financial data aggregation, with four U.S. patents covering how information and process are used to help advisors and their firms work smarter and more efficiently.|