TECHNOLOGY TRAINING: Albridge Wealth Reporting
This technology-centered webinar will focus on the Albridge Wealth Reporting platform, covering the best ways to utilize Albridge and tips for success. Presented by: Dave Molter, Vice President of New Business Development and Advisor Relations; Corey Brodsky, Director of Practice Management. Speakers: Mike Paxson, Business Process and Technology Platform Manager; Mike Kaufherr, Director of Advisor Support Center; Amber Kane, Advisor Technology Analyst; Andrew Nam, Vic President, Relationship Management Organization, Albridge. Recorded May 20, 2020.