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DTSTART:20211208T190000Z
DTEND:20211208T200000Z
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SUMMARY:Financial Services Roundtable: Using Tech to Create a Frictionless Client Experience
DESCRIPTION:View the recorded webinar.\n\nPasscode: 2tfGx6!s \n\n\n\n\n\n\n\nIncrease the efficiency of your business operations\, save time\, resources and headaches by taking the time to learn and explore the must-have apps that can transform your daily operations and your client experience. Julianne's client-facing tech will help you drive efficiencies in client communication and marketing tech will put new clients in your virtual door.\n\n\n\nAbout the presenter: \n\n\n\nJulianne Hertel\, CLTC is founder and financial advisor at Dream Big Wealth Strategies\, where she has been focused in helping successful people achieve their dreams\, bringing openness\, trust\, and personal attention to the wealth management process for 15 years. With a background in higher education\, Julianne works with clients to explain concepts thoroughly and empower them with the knowledge and resources they need to make wise financial decisions.\n\n\n\nFinancial Adviser offering investment advisory services through Eagle Strategies LLC\, a Registered Investment Adviser. Registered Representative offering securities through NYLife Securities (FINRA/SIPC)\n\n201 Jones Road\, Waltham\, MA 02453\, (781) 647 - 4100
X-ALT-DESC;FMTTYPE=text/html:<strong>View the <a href="https://us06web.zoom.us/rec/share/rL-9SovX5MqrWJipEbi55Xck6ah5O3rdyfAJhO15YAe1FcFs0rFq4cG6RndAZOIm.34G386kiLTgt4lwd">recorded webinar</a>.</strong><br />\n<span style="font-family:calibri\,sans-serif\;"><span style="font-size:11.0pt\;">Passcode: 2tfGx6!s&nbsp\;</span></span><br />\n<br />\n<img alt="" height="200" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/2083/Image/Q4FinancialServicesInvite.jpg" style="width: 400px\; height: 200px\;" width="400" /><br />\n<br />\nIncrease the efficiency of your business operations\, save time\, resources and headaches by taking the time to learn and explore the must-have apps that can transform your daily operations and your client experience. Julianne&#39\;s client-facing tech will help you drive efficiencies in client communication and marketing tech will put new clients in your virtual door.<br />\n<br />\n<strong>About the presenter:&nbsp\;</strong><br />\n<br />\n<span style="color:black\;">Julianne Hertel\, CLTC is founder and financial advisor at Dream Big Wealth Strategies\, where she has been focused in helping successful people achieve their dreams\, bringing openness\, trust\, and personal attention to the wealth management process for 15 years. With a background in higher education\, Julianne works with clients to explain concepts thoroughly and empower them with the knowledge and resources they need to make wise financial decisions.</span><br />\n<br />\nFinancial Adviser offering investment advisory services through Eagle Strategies LLC\, a Registered Investment&nbsp\;Adviser. Registered Representative offering securities through NYLife Securities (FINRA/SIPC)<br />\n201 Jones Road\, Waltham\, MA 02453\, (781) 647 - 4100
LOCATION:Zoom invitation will be shared with all registered attendees.
UID:e.2083.13638
SEQUENCE:3
DTSTAMP:20260422T051011Z
URL:https://business.cmschamber.org/events/details/financial-services-roundtable-using-tech-to-create-a-frictionless-client-experience-13638
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