Mobile Technology Webinar for Advisors: Trends and Best Practices

By ByAllAccounts, Webinar Series on Thursday, January 29th, 2015


 
Featured Speakers: 
Brian Shenson, Vice President of Advisor Technology Solutions at Schwab Advisor Services



 
BiJan Golkar, Chief Executive Officer & Principal, FPC Investment Advisory Inc.


 
Join us for an opportunity to gain critical knowledge on the latest mobile technology trends and best practices for advisors in this complimentary webinar.
Live Webinar
Wednesday, Feb. 4
2 p.m.–2:45 p.m. EST

Brian Shenson, vice president of advisor technology solutions at Schwab Advisor Services, will discuss emerging technology and trends reshaping the RIA industry—from the increasingly vital role of social media to the new mobile solutions on the horizon.

We’ll also be joined by an advisor, Bijan Golkar, CEO and principal with FPC Investment Advisory, Inc., who will share real-life examples of how his firm puts mobile technology to work and enhances the client experience. Register Today
                               
This discussion is not intended to be a substitute for specific compliance or legal advice. Bijan Golkar, FPC Investment Advisory, Inc., and By All Accounts are not affiliated with Schwab. Schwab Advisor Services offers custody and trading, as well as access to technology and other support services to independent investment advisors. Charles Schwab & Co., Inc. provides custody and trading through Schwab Advisor Services, as well as brokerage products and services.
 
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