Loading Events

« All Events

  • This event has passed.

Lunch and Learn – Tool Time!

April 7 @ 12:00 pm - 1:00 pm

Tool Time…PUTTING the digital world to work for you:

The technology tools we depend on are all about security and efficiency –  for us and for our clients. We’ve adopted an exciting tool in 2021 to help us work with clients securely on one shared platform, allowing you to simplify your account management. Added bonus – we can work together, at anytime, from anywhere, to create, adjust and track your progress toward your financial goals.

Join us on Wednesday, April 7th at Noon for a virtual tour through AdviceWorks, the newest technology tool we are offering to clients. We are thrilled to welcome Ronald O’Brien, Regional Vice President from Cetera Advisor Networks, our broker-dealer, to guide us on best practices for using AdviceWorks, Cetera’s premier client portal. Ron will do a live demo of the platform and answer any questions you may have.

What about our other digital tools?

We’ve got that covered too! Lauren Erickson, CFP® will review several other digital client platforms including NetX Investor, Albridge, My Rep Chat and specific functions of our general email communications.

The information in this session will be pertinent to existing Erickson Advisors clients but also a great window into how we work for anyone who may be interested. All are welcome.

Questions? Contact Lindsay Griffin lindsayg@ericksonadvisors.com 

Details

Date:
April 7
Time:
12:00 pm - 1:00 pm
Event Tags:
, , ,

Organizer

Erickson Advisors
Scroll to Top