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Technology for the Modern Advisor
Please join JULY and our special guest, Brian Gualillo of Principal Financial Group, for 50-minutes of valuable practice management tips. How do you transition your practice to the digital world? Learn how to build a marketing technology stack for your retirement plan practice. Find information about Customer Relationship Management (CRM) systems, how to organize your website, search engine optimization (SEO), email capturing and more. It's about building scalability and efficiency while delivering a digital experience your clients now expect.

Jun 17, 2021 03:10 PM in Central Time (US and Canada)

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