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    Webinar

    Operational excellence

    Tighten up your team’s execution

    WATCH NOW

    ON DEMAND

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    Your firm is executing well – but you can get even smarter. Use these tips and your company will be saying, “Our ops team is so on top of it!” You’ll learn ways to simplify your daily operations that will make your clients (and your colleagues) much happier.

    Attendees will get steps to streamline daily operations, an understanding of where tech tools can help and downloadable resources.

    Speakers:
    Craig Ramsey, COO, AdvisorEngine
    Nick Harding, SVP Advisor Care and Success, Nitrogen
    John O’Connell, CEO, The Oasis Group

    Who should attend:
    COOs and Operations Managers

    Watch on demand

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