In our last Lunch and Learn, we welcomed Ron O’Brien of Cetera Advisor Networks LLC to present an overview of our newest tool, AdviceWorks, followed by a review of some of our other digital platforms by Lauren Erickson, CFP. Below is a brief synopsis of the tools at work and what they can do for you.

Let’s be honest, having an endless amount of information at our fingertips might sound amazing but as more digital platforms get added to our lives it can get a bit overwhelming.  However, as we move deeper into the 21st Century, we still strive to make the complex simple for our clients, and utilizing digital tools can make all the difference.

Depending on your needs, you may use one or none of the digital platforms we offer for sharing documents, checking account values, or communicating with the team at Erickson Advisors. Our goal is to help you find the available information you want and need in the simplest way possible.

Not connected? If you are an existing client and would like to change or update your digital access just give us a call and we can help you get connected.

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