NTSA is always providing information and insights that will be valuable to its members!
The pandemic has forced many advisors to implement technology quickly into their practice, whether they were ready or not. In addition, it has also validated that technology is a viable method to deliver financial advice and drive and maintain quality relationships.
In the upcoming NTSA Webcast, “A Tech-Driven Approach to Advice,” Tom Lakatos, VP—Branch Development, Lincoln Investment, will discuss how to integrate technology in a way that doesn’t sacrifice effectiveness for efficiency. Lakatos has built a team of NextGen advisors focused on developing an advisory relationship via virtual engagement, and has 11 advisors at Lincoln Investment working with over 24,000 clients and $700 million+ in AUM.
The model is entirely virtual and built around financial planning, and Lakatos will walk you through the way his team operates and share ideas and best practices as you consider your approach.
The model is entirely virtual and built around financial planning, and Lakatos will walk you through the way his team operates and share ideas and best practices as you consider your approach.
The webcast will be held on Wednesday, June 10, 2020 from 2:00 p.m. to 2:50 p.m. EDT.
More information is available here.
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