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BUSINESS CONTINUITY: Cybersecurity
This presentation focus' on cybersecurity: protecting the systems with fundamentals; protecting data and identifying with two-factor authentication, as well as good password hygiene; video conferencing tips; and a Q&A. Presented by: Ken Aulbach, Vice President of National Sales. Speakers: J...
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TECHNOLOGY TRAINING: Redtail - Plus a Monthly Discount!
Join Director of Practice Management Corey Brodsky and Redtail Trainer Curtis Ware for an informative training on the Redtail contact management system. This session will provide an overview of the Redtail system, with a focus on best practices, "did you know" hints, and other tips and tricks. ...
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TECHNOLOGY TRAINNING: Unified Solutions (UMA)
Join AP home office staff as they discuss and provide training on AP technologies to support your practice. This week's call will focus on Unified Solutions, the firm's UMA platform. Presented by Dave Molter, Vice President of New Business Development and Advisor Relations. Corey Brodsky, Direc...
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TECHNOLOGY TRAINNING: NetX360
This informative training webinar will focus on Pershing's NetX360 platform and will provide an overview of the NetX360 desktop platform. The overview will focus on best practices, "did you know, and tips and tricks. Learn how to utilize search features, your homepage, the Favorites menu, house...
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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. Sp...
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TECHNOLOGY TRAININGS: Addressing Financial Planning Gaps and Boosting Client Engagement
Director of Practice Management Corey Brodsky brings to you a webinar with Asset-Map to hear how its leading financial engagement platform supports any gaps in your financial planning processes by digitizing the client experience for growth and engagement. During this webinar, you'll also see ho...
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TECHNOLOGY TRAINING: eDelivery & Client Access
Join AP home office staff as they discuss and provide training on AP technologies to support your practice. This call focus' on eDelivery and HomePort - Client Access. Recorded April 22, 2020.
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TECHNOLOGY TRAININGS: Home Office Best Practices and Updates
American Portfolios (AP) will be presenting best practices and updates on a number of areas. The firm's migration to its new e-mail platform, Microsoft Office 365, will be discussed, as well as the Branch Office Information Security Auditing Process (BOISA) and E-Signature updates on compliance ...
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TECHNOLOGY TRAINING: My Rep Chat & eSignature
Join AP home office staff as they discuss and provide training on AP technologies to support your practice. This webinar covers the MyRepChat feature, as well as eSignature. Recorded April 29, 2020.
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TECHNOLOGY TRAINING: AdvicePay - A Solution for Fee-for-Service Financial Planning
Created by financial advisors for financial advisors, AdvicePay is a platform designed to streamline billing and payment processes for fee-for-service financial planning. In this webinar, Business Development Associate Isabelle McGrail of AdvicePay will explore the only billing and payment soluti...
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TECHNOLOGY TRAINING: Mobile Check Depositing and BlueDock
AP technologies have always been built with the goal to make its investment professionals business more efficient; in a time of remote working, this technology is ever-more important. This week's call will provide discussion and training on the new mobile check depositing feature via the NetX360 ...
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PRACTICE MANAGEMENT: Five New Tactics to Virtually Engage Your Clients and Prospects During the Pandemic
New social distancing rules have heightened the need for advisory firms and advisors to adjust their marketing strategies and implement engaging virtual experiences in place of traditional marketing methods. Join TwentyOverTen to learn five creative new ways advisory businesses can engage with c...