Wednesday, September 21, 2016 at 3 p.m. ET (2 p.m. CT, 12 p.m. PT)
Presented by: Kate Holmes, CFP®, founder of Belmore Financial in Seattle, WA
Earn: 1 NAPFA CE in M - Technology
Member $39; Non-Member $59
*Genesis members, do not register here! Use the special registration link in the Library of the NAPFA Genesis community on NAPFA Engage (http://community.napfa.org).
Technology has changed the way we all live, shop, work, and travel. It’s made the world smaller, bringing people and information right to our fingertips. Technology adds efficiencies, it allows you to reach your ideal client wherever they may be, and it provides an exciting opportunity to turn your clients into raving fans. In this presentation, you’ll learn what technology advisors of all ages should be embracing to boost client relationships, reduce costs, maximize their time, and position their businesses for the digital age.
After working for nearly eight years at an investment advisory firm where she was a shareholder, presenter Kate Holmes, CFP®, left in 2013 to found Belmore Financial, LLC, a location-independent practice she sees as the future of financial planning. Kate works virtually with all clients for a flat fee or ongoing monthly subscription, regardless of their assets, net worth, or location. She was named one of Investment News' “40 Under 40” class of 2016. Kate serves on the CFP Board Women’s Initiative Council as a CFP Board Ambassador to Denver. Kate graduated from RMIT University with a Bachelor of Arts in photography.